Tax Return Services
Learn more about our US Tax Return and Canadian Tax Return Services
Whether you are a Dual Citizen, an American working or living Abroad, or a Canadian who is working in the US on a temporary basis, we can help with your US income tax filings (both Federal and State). Our comprehensive knowledge of both the US and Canadian income tax acts, together with the US-Canada Tax Treaty, make us an excellent choice to optimize your tax filing positions.
At this stage, we do not offer services for corporate tax filings, partnerships or estates.
Why not complete your Canadian filing requirement at the same time? We can assist with the preparation of your personal Canadian resident and non-resident tax returns. Completing your US and Canadian tax returns at the same time has numerous advantages including (1) the timely submission of all returns (2) ensuring that foreign tax credits are claimed on either or both returns to maximize your tax savings and (3) only having to work with one team of tax preparers to get it all done.
Do you need help with non-resident tax filings? We can assist with the preparation of both US and Canadian non-resident tax returns. US and Canadian non-resident filings may be required where you are temporarily working in the US or Canada as a non-resident, where you have foreign / non-resident pension income, or where you own a rental property in a country where you are a non-resident.
Are you a US citizen / expat living abroad who didn’t know that you needed to file annual US income tax returns? We can help. The Internal Revenue Service (IRS) offers a special catch-up program known as the Streamlined Foreign Offshore Filing Procedure. Please visit our resources tab IRS Streamlined Filing to learn more.
Special Investment Considerations
Have you considered both the US and Canadian tax implications re: your latest investment strategy / the savings plan you are putting into place?
Go to investment considerations to learn more.Individual Tax Return Due Dates
1040 domestic filers – April 18, 2023.
1040 international filers – for US citizens and resident aliens living abroad – automatic 2 month extension to June 15. Note all tax due needs to be paid by April 18 (for 2023), or this balance owing will be subject to additional interest charges.
1040 non resident returns:
(a) if you received wages subject to US income tax withholdings – April 18, 2023.
(b) all other 1040NR filings – June 15.
T1 – May 1, 2023 and June 15,2023 if self employed. Note that taxes owing on all T1 tax returns are due by May 1, 2023.
Individual Tax Return Extension
Extensions are available for 1040 returns up until Oct 16, 2023 (and Dec 15, 2023 if you apply in writing and can support why additional time is needed). Late payment penalties and interest will apply from the original due date (if sufficient tax payments have not been made by that point).
Qtr Estimated Payments for Individuals / Personal Instalment Payments
FBAR / FinCEN 114 (US) & the Foreign Income Verification Statement (CDN - T1135)
T1135 – foreign income verification statement – April 30 (all individuals other than self-employed). Self-employed individuals and their spouses have up to June 15 to file.
Disclaimer
The above table is for general information purposes only. It should not be relied upon as these dates may not agree to the actual IRS or CRA filing deadlines for your specific situation. Please check with a professional or the IRS / CRA directly to obtain acccurate filing deadlines for each year you are filing.