Canada-U.S. cross-border tax

Andersen in Canada also focuses on U.S. and Canadian cross-border tax matters. We work with Canadian business, U.S. investors, and U.S. persons and business in Canada  along with their legal and accounting advisors.

Our professionals provide innovative solutions that are tax efficient and tailored to your needs. We offer a range of U.S. and Canadian cross-border tax services to clients located throughout western Canada and the U.S.. The following lists identify just some of the areas where we can be of assistance. Clients are invited to contact us and we will book an appointment for you with the appropriate member of our team.

Tax Strategy

• Canada-U.S. treaty analysis
• Canadian investment in U.S. real property
• Canadians with U.S. business activities and investments
• Cross-border acquisitions and mergers
• Cross-border estate and gift planning
• Cross-border ownership strategies
• Professionals and other services
• Entertainers and athletes
• Entity choices for cross-border investments
• Expatriate employee tax policy
• Investment in Canadian real property by U.S. persons
• U.S. state and local taxes including sales, income and other taxes
• Representation before Canada Revenue Agency and Internal Revenue Service
• Tax residency conflicts
• Taxpayers in transition between Canada and the U.S.
• U.S. citizens resident in Canada and FATCA
• U.S. business expansion into Canada
• U.S. investment and operations in Canada

Tax Return Preparation

• Canadian Clearance Certificate applications (on sale of Canadian real property by non-residents of Canada)
• Canadian investment in the U.S.
• Closer Connection Statements for non-resident aliens of the U.S.
• Corporations, S corporations and other corporate entities
• Delinquent U.S. tax filings 
• Disclosure of foreign investments, accounts and other transactions for U.S. and Canadian tax purposes
• Employer identification numbers
• Obtaining U.S. individual taxpayer identification numbers (“ITIN”)
• U.S. and Canadian voluntary disclosures
• IRS streamlined filing procedure
• Other U.S. and Canadian withholding tax and report filings
• Partnerships, limited liability companies and other entities
• Tax returns and disclosures (for Canadian entities owned by U.S. persons)
• Transition between the U.S. or Canada
• U.S. federal and state business income tax returns
• U.S. federal, state and Canadian individual income tax returns
• U.S. persons resident in Canada
• Withholding certificates for dispositions of U.S. real property