Tax Return Services
U.S. and Canadian tax filing services for individuals with cross-border tax obligations.
US Taxes Toronto helps individuals prepare and coordinate U.S. and Canadian tax filings. We focus on situations where income, residency, accounts, investments, or reporting obligations cross the U.S.-Canada border.
This page is designed to help you choose the right starting point. Some taxpayers need one return. Others need coordinated U.S. and Canadian filings, foreign account reporting, PFIC analysis, or help catching up on prior-year filings.
Because cross-border tax rules can overlap, the right service often depends on the full picture. For example, residency, citizenship, account location, investment type, and filing history can all affect what needs to be prepared.
Not sure which service applies?
Send a short summary of your situation. Then we can help identify the filing areas that may be relevant.
Our Core Tax Services
U.S. & Canada Taxes
Coordinated tax preparation for individuals with filing obligations, income, accounts, or investments in both the United States and Canada.
This service is often the best starting point when both tax systems need to be reviewed together.
U.S. Tax Filings
Preparation of U.S. individual tax returns, including Form 1040, Form 1040-NR, dual-status returns, state filings, and related international reporting.
This may apply to U.S. citizens abroad, green card holders, U.S. residents, non-residents, or Canadians with U.S. filing obligations.
Canadian Tax Filings
Preparation of Canadian resident, part-year resident, newcomer, emigrant, and non-resident tax filings.
Where relevant, this service may also include Canadian foreign reporting and coordination with U.S. tax filings.
Non-Resident Tax Filings
Support for Canadian and U.S. non-resident tax filings, including rental income, pensions, Form 1040-NR, Section 216, Section 217, and move-year issues.
These filings can be important even when a taxpayer does not live in the country where the income arises.
IRS Streamlined Filing
Help for eligible U.S. persons in Canada who need to catch up on missed U.S. tax returns, FBARs, or certain foreign reporting forms.
Streamlined Filing should be reviewed carefully because eligibility, non-willfulness, and the required filing package depend on the facts.
PFIC / Form 8621 Reporting
Review of Canadian ETFs, mutual funds, high-interest savings ETFs, and other pooled investments that may create PFIC and Form 8621 reporting issues.
PFIC reporting can be especially important for U.S. persons in Canada who hold Canadian investment funds.
FBAR, Form 8938 & T1135
Foreign account and asset reporting support for U.S. and Canadian taxpayers with bank accounts, investment accounts, foreign securities, or other reportable assets.
These forms have different thresholds, filing systems, and definitions, so they should be reviewed separately.
Prior-Year and Filing Review
Review of prior-year filing gaps, amended return issues, missed foreign reporting, and the practical steps needed to move toward compliance.
This can help clarify whether late returns, amended filings, Streamlined Filing, or another approach should be considered.
Which Service Do I Need?
Start with coordinated tax preparation if...
- You live in Canada and are a U.S. citizen or green card holder
- You moved between the United States and Canada during the year
- Your income, investments, or accounts involve both countries
- You need foreign tax credits coordinated between both returns
Start with foreign reporting or late filing review if...
- Your Canadian or foreign accounts may require FBAR or Form 8938
- You hold Canadian ETFs, mutual funds, or other possible PFIC investments
- You missed prior-year U.S. returns, FBARs, or international forms
- You need to review whether Streamlined Filing may apply
Why Coordinated Tax Preparation Matters
Cross-border tax preparation is often more than preparing two separate returns. The same income, account, investment, or residency fact can affect both U.S. and Canadian filings.
As a result, the filing approach may need to coordinate income reporting, foreign tax credits, treaty positions, residency dates, foreign account reporting, and investment classifications.
In addition, early review can identify reporting issues before the returns are finalized. That can reduce mismatches between returns and help avoid unnecessary confusion.
Official Tax Resources
For general government guidance, you can also review these official IRS and CRA resources.
These links are included for reference only. However, filing rules, forms, thresholds, and instructions may change over time.
- IRS international taxpayers information
- CRA international and non-resident taxes information
- IRS FBAR information
- CRA Form T1135 information
Need Help Choosing the Right Tax Filing Service?
If you are unsure where to start, you do not need to choose the exact service first.
Send a short summary of your situation and we can help identify the filing areas that may apply.
Disclaimer: This page provides general information only and does not constitute legal, tax, accounting, investment, or financial advice.
Tax filing obligations depend on the specific facts, residency status, income, accounts, investments, prior filings, and applicable law. Obtain advice based on your own circumstances before taking action.