Whether you’re a U.S. citizen living in Canada or a Canadian business expanding into the U.S., our practical approach empowers you to navigate U.S. and Canadian tax complexities confidently.
Tailored for taxpayers navigating personal tax complexities across borders, ensuring proper compliance and minimizing taxes.
Expert guidance in estate tax planning to safeguard cross-border legacies with a focus on keeping your wealth within your family.
Strategic tax planning for businesses expanding or operating across the U.S.-Canada border, focusing on growth and seamless operations.
Our professional credentials and qualifications reflect our deep commitment to excellence in financial expertise and ethical practice.
We are trusted to bring a wealth of knowledge and a high standard of professionalism to every aspect of our clients’ financial journey.
CPA (Illinois), CPA (Canada), TEP, CFP
Whether you're looking to optimize your tax situation, manage risks, or simply understand the interplay of U.S. and Canadian tax laws, we are ready to assist.