Tax Preparation - Canada and United States

Canada Individual and self-employed taxes, including complex forms. Assistance and preparation of forms T1135 Foreign Income Verification Statement, Canadian departure forms, Part XIII tax authority letters and foreign tax credits. 

Canadian non-resident Rental forms, tax returns and disposition Certificate of Compliance requests. 

Preparation of U.S. Federal and State tax returns for individuals and sole proprietors, including non-residents, dual status and cross-border specialty forms. Specializing in expat/cross border U.S. tax preparation.

EFILE registered. Tax preparation using CCH Taxprep and CCH ProSystems software.

Cloud Based Portal – all clients have access to the client portal. CCH iFirm Portal is a cloud-based portal that provides a secure channel in which you can work with your tax provider online virtually from anywhere in the world, securely sharing documents and forms.

Tax Compliance

Assistance with tax compliance obligations such as T2200, HST and payroll requirements. Specializing in non-resident and part-year residents with Canadian sourced income such as Part XIII withholding tax obligations and rental income in Canada while non-resident.

Expat Tax Consulting

Tax consulting for Canadians working abroad, short term or long term. Providing entry and exit tax interviews to educate and ensure you or your employees are tax compliant, with focus on United States entry and exit and tax form filing requirements. 

Tax briefings are usually an hour and can be held by phone, virtual call or Sandra can come to you or your executives in person. Travel fee applicable.

Tax Education

One of Sandra’s passions is teaching, in particular teaching youth. Let her come into your high school for an interactive or hands on student tax preparation session. Or hire her individually for a one-on-one education session. 

Speaking Sessions

Need a speaker for an event? Sandra is available to speak about her technical knowledge or speak on more personal life experiences as a mentor or woman in the CPA profession. Contact Sandra directly for more info and availability.

Upfront Pricing

See our Canada Service Pricing for Canadian tax return preparation and service fees. See our fees for U.S. Tax Services and additional forms pricing.

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Book an introductory meeting today.