Cross-border tax, handled by a CPA licensed on both sides
Canadians with U.S. income, Americans living in Canada, and NRIs face filing obligations in two countries at once. We prepare both sets of returns, apply the Canada–U.S. treaty, and make sure the two filings agree with each other.
About Us
A Garg CPA
We have provided accounting and tax services from Burlington, Ontario since 2004, with a cross-border practice serving individuals and businesses with obligations in Canada and the United States. Atul Garg is a Chartered Professional Accountant registered with CPA Ontario and a licensed CPA in Colorado and New Mexico, with unlimited representation rights before the Internal Revenue Service. The firm is an IRS Certifying Acceptance Agent listed in the IRS directory of acceptance agents in Canada.
Expat Taxes In Expert Hands
Covering A Wide Range of Cross-border Taxes
Apply for an ITIN with an IRS Certifying Acceptance Agent. We authenticate your documents so your original passport stays with you.
Substantial presence, closer connection and treaty tie-breaker rules for Canadians who winter in the U.S., including Form 8840.
U.S. federal and state returns for employment income, investment income and green card holders, prepared and reviewed by a U.S.-licensed CPA.
Reporting income, losses and distributions for corporations and their shareholders, including Form 1120-F for foreign corporations with U.S. business.
Recovering over-withheld U.S. tax for Canadians with U.S. source income, through the correct return and treaty position.
FIRPTA withholding on U.S. property sold by non-U.S. persons, withholding certificates, Form 8288-B, and the return that reconciles it.
Structuring and reporting cross-border business income so it is taxed correctly in each country rather than in both.
Federal and state filing obligations, plus FATCA reporting of specified foreign financial assets on Form 8938.
Passive Foreign Investment Company reporting on Form 8621 — including Canadian mutual funds and ETFs, which frequently qualify as PFICs.
Expat Tax Services
Exceptional Expat Tax Solutions
Comprehensive expat taxes services for Canadians, Americans living in Canada and NRI’s to help conquer your individual and business goals across the border.
ITIN Application Assistance
Apply with an IRS Certifying Acceptance Agent
An Individual Taxpayer Identification Number is issued by the IRS to people who have a U.S. tax filing requirement but are not eligible for a Social Security Number, commonly non-resident aliens, their spouses and dependants.
Canadian Snowbirds
Two countries, one filing position
Canadians who spend extended periods in the United States can be treated as U.S. residents under the substantial presence test, even without a green card. We calculate your day count, determine whether the closer connection exception or the Canada–U.S. treaty tie-breaker applies, prepare Form 8840 or Form 1040-NR as required, and make sure your Canadian return is consistent with the position taken in the U.S.
US Tax Filing and Preparation
We prepare U.S. federal and state returns for employment income, investment income, rental property and green card holders, and we coordinate them with your Canadian filing so that foreign tax credits are claimed in the right country in the right year. Returns are prepared and reviewed by a CPA licensed in the United States.
Corporate & Business Tax Filings- 1120F, K1 etc
Reporting of income, losses and distributions at both the corporate and shareholder level, including Form 1120-F for foreign corporations carrying on U.S. business and Schedule K-1 for partners and S corporation shareholders. We identify the deductions and treaty positions your structure supports and file both sides consistently.
Sale of Real Estate (FIRPTA)
Sell U.S. property with the withholding handled
When a non-U.S. person sells U.S. real property, the buyer must generally withhold a percentage of the gross sale price under FIRPTA — often far more than the actual tax on the gain. We apply for a withholding certificate on Form 8288-B where you qualify, and prepare the U.S. return that reconciles the withholding to the tax actually owed so any excess can be refunded.
Insights
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