Services

• American (US Citizen) or US resident or Green Card holder living in Canada
• Canadians with US Business Activities and Investments
• Cross-Border Ownership strategies, purchasing a business, Real Property
• State and Local Tax Planning
• Canadian and US Estate Tax Planning
• Representation before Canada Revenue Agency and Internal Revenue Service

Auditing – We provide auditing services to private and not-for-profit organizations
Annual financial statement preparation

• Notice to Reader Engagements
• Review Engagements

We provide detailed professional services to assist you in the areas of:

• Business Valuations
• Structuring of joint ventures, partnerships
• Cash flow management
• Estate Planning