Larry Stolberg

US–Canada Cross Border Tax & Accounting Specialists

Expert cross-border tax and accounting services for individuals, business owners, and corporations with financial ties between the United States and Canada.

Managing taxes across borders is complex. From IRS and CRA compliance to cross-border income, investments, and corporate structures, our experienced US–Canada cross border tax accountants help you stay compliant, reduce risk, and optimize your tax position on both sides of the border.

Certified Public Accountant
Chartered Professional Accountant
Specialized in US–Canada Cross–Border Tax
IRS & CRA Compliance Expertise
Individuals, Corporations & Trusts
Strategic Tax Planning, Not Just Filing

Cross Border Tax & Advisory Services

Personal and Corporate Tax Returns

Comprehensive tax analysis and preparation for complex cross-border situations. We ensure accurate compliance with both IRS and CRA requirements while identifying planning opportunities to reduce risk and inefficiencies.

Estate Planning

Cross-border estate planning that addresses US and Canadian tax laws, treaty considerations, and succession goals. We help preserve wealth and ensure assets transfer efficiently across jurisdictions.

Post-Mortem Planning

We prepare personal and corporate tax returns for Burlington residents and business owners. Our goal is to maximize deductions and ensure compliance with CRA filing requirements.

Corporate Restructuring & Succession Planning

Tax-efficient restructuring strategies for corporations operating across borders. Our US–Canada cross border tax accountants support business succession, ownership transitions, and long-term tax optimization

Partnership Restructuring

Advisory services for partnerships with cross-border ownership or operations. We address allocation issues, tax exposure, and restructuring needs under both US and Canadian tax frameworks.

Immigration & Emigration Planning

Pre- and post-immigration tax planning for individuals and businesses moving between the US and Canada. We help manage residency changes, departure taxes, and future tax exposure.

U.S. Tax Services

Dedicated U.S. tax services for Canadian residents, dual citizens, and cross-border businesses, including U.S. tax return preparation, foreign reporting, and ongoing compliance support.

Cross-Border Tax Solutions for Complex Lives & Businesses

If you earn, invest, live, or operate across the US–Canada border, standard accounting is not enough. Our cross-border tax and accounting services are built for clients facing multi-jurisdictional tax exposure and reporting obligations.

We commonly work with:

Canadian residents with US income or assets

US citizens living in Canada

Dual citizens and green card holders

Cross-border business owners and corporations

Professionals working remotely across borders

Investors with US or Canadian real estate

Families with cross-border trusts or estates

Financial advisors, lawyers, accounting firms and other professional advisors

Why Clients Trust Our US–Canada Cross-Border Tax Accountants

Cross-border taxation requires more than general accounting knowledge. It demands a deep understanding of how US and Canadian tax systems interact — and where they conflict.
Clients choose us because we provide:

We don’t just prepare returns — we help you make smarter cross-border decisions.

Cross-Border Tax Services Onboarding Process

Every person’s profile is unique and factually related. Based on this information, we follow the protocol below.

Discovery & Assessment

We review your cross-border income, assets, residency status, and exposure.

Strategy Development

We identify risks, opportunities, and tax-saving strategies across both jurisdictions.

Compliance & Execution

Accurate preparation, filing, and reporting with the IRS and CRA.

Ongoing Support

Continued advisory and accounting support as your situation evolves.

Specialists in US–Canada Cross Border Tax & Accounting

As dedicated US–Canada cross border tax accountants, we focus exclusively on cross-border matters — not general bookkeeping. This specialization allows us to stay current with constantly changing tax treaties, regulations, and compliance requirements affecting individuals and businesses operating between the US and Canada.
Whether your situation is straightforward or highly complex, our cross border tax and accounting expertise ensures accuracy, compliance, and peace of mind.

Cross-Border Tax Solutions for Complex Lives & Businesses

If you earn, invest, live, or operate across the US–Canada border, standard accounting is not enough. Our cross-border tax and accounting services are built for clients facing multi-jurisdictional tax exposure and reporting obligations.

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