A US & Canadian cross-border tax boutique

Keeping it simple with a human touch.

You are our clients — individuals, corporations, partnerships, estates, and trusts of all sizes. We serve a diverse clientele — including US and Canadian individuals, entities, accounting professionals, and financial advisors. Through a collaborative approach and a trusted network of specialist partners, we stand behind every engagement.

Areas of practice

What we do.

Across tax compliance, tax planning, and strategic personal or business advisory — the matters we handle most, and the ones our clients rely on us for.

US tax compliance

US federal and state returns for individuals (Forms 1040/1040-NR and FBAR), partnerships (Form 1065 and Schedules K-1/K-3), corporations (Forms 1120/1120-F), and estates (Forms 706/706-NA).
Cross-border planning

Income structuring, investment vehicle selection (including LLC or ULC structures), and residency determination to mitigate your risk of double taxation.
Expatriates, international executives & high-net-worth families

Residency and reporting for Americans abroad and foreign nationals in the US, with a specialized focus on foreign information reporting (Forms 3520, 5471, and 8621) and deferred compensation.
Multijurisdictional estates

Navigating complex primary and secondary cross-border tax obligations to mitigate executor liability, protect estate assets, and optimize US tax outcomes.

Approach

Who we are.

We are an independent cross-border tax practice grounded in technical precision and partner-led accountability — proactively navigating risk to protect your long-term interests.

Flexibility & adaptability

We embrace flexibility in service delivery to accommodate clients' evolving needs. We adapt to changes in the economic landscape and regulatory environment.

Long-term thinking

We offer solutions with a focus on long-term impact rather than short-term gains — anticipating future consequences and benefits in every strategic choice.

Own the outcome

We take individual responsibility for the outcomes of tasks and client engagements. We intentionally remain a smaller practice to ensure this level of dedication.

Lifelong learning

We acknowledge and learn from both successes and challenges to continuously improve.

Risk education

We educate clients on potential tax and non-tax risks associated with their decisions. We provide insights to help clients make informed choices that align with their risk tolerance.

Recent work

Representative engagements.

A selection of recent matters — reflecting the scope and complexity of the cross-border tax challenges we handle.

Estate · Ongoing

Complex estate

Managing overall tax compliance and strategy for a high-net-worth estate featuring primary and secondary wills, US-connected assets, and beneficiaries across multiple jurisdictions.

Partnership · Ongoing

Construction joint venture

Overseeing US tax compliance and reporting for a cross-border construction joint venture backed by private equity investors and REIT structures.

Private Client · Ongoing

Foreign estate beneficiary

Providing multi-year US tax planning and reporting for a US citizen residing in Canada who is the beneficiary of a foreign estate holding tiered PFIC entities.

Real Estate · 2013–2026

US real property portfolio

Delivering full-service tax management and accounting oversight for a US real estate portfolio spanning dozens of residential and commercial assets across multiple states.

RSU Compensation · 2026

Cross-border relocation

Advising a high-net-worth executive relocating to Canada on deferred compensation structures, income sourcing rules, and tax optimization for US-based assets.

Restructuring · 2025

Hybrid ULC reorganization

Structuring the reorganization of a Canadian operating entity using a hybrid ULC model prior to executing a business asset sale.

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