Practical, reliable tax and accounting support for individuals and businesses operating across the U.S. Canada border or living outside North America.

Comprehensive tax and accounting solutions for individuals and businesses.
Cross-border tax preparation and advisory for U.S. and Canadian clients, including expats and non-residents.
Tax preparation, bookkeeping, and financial reporting tailored for small businesses and entrepreneurs.
Consulting on accounting software, workflow optimization, and ongoing financial systems support.
Expat tax services for U.S. citizens earning income abroad
Cross-border U.S. and Canada tax matters
Foreign tax compliance and reporting advisory services
Foreign Bank Account Reporting (FBAR)
U.S. non-residents with U.S. tax reporting obligations related to:
U.S.-source income
Capital gains
U.S. real estate ownership or sales
(including FIRPTA withholding)
Individual income tax return preparation and e-filing
Small business tax preparation, including Schedule C filers
Tax planning and assistance with estimated tax payments
Accounting software system support and troubleshooting
Financial reporting and ongoing oversight for small businesses
Payroll setup, review, and filing
1099 preparation and filing
Financial systems consulting, including accounting software selection, setup, and customization
Workflow optimization to improve efficiency and accuracy
Ongoing systems support and troubleshooting
Executive, management, and board-ready financial reporting assistance
Management dashboard design and implementation
Annual budgeting and forecasting setup and support

Meet with our CPA
No fee
Remote
Reach out for tax or accounting support.
Or book a virtual consultation.