Cross Border Tax Consultants for Professional Advisors, Businesses and Individuals

I provide cross-border tax consultations to financial advisors, lawyers, accounting firms, and other professionals who need a specialist on complex Canadian and U.S. client files. I also work directly with business owners and individuals dealing with obligations on both sides of the border. With over 30 years of full-time tax practice, I bring the experience and the technical depth these matters call for.

Specializing in Canadian & U.S. Cross Border Taxation for Individuals, Business Owners and Other Professional Advisors

Call : (647) 298-1339 for an Enquiry or an Appointment

Why You Need Experienced Cross Border Tax Consultants

Canadian and U.S. tax systems operate under different rules, different filing deadlines, and different reporting thresholds. When a client, a business, or a transaction sits across that border, the risk of double taxation, missed filings, or penalty exposure goes up fast. General practitioners often lack the cross-border depth to catch what matters.

That is where I come in. I work exclusively in tax, and cross-border files are a major part of my practice. I know which treaty provisions apply, which elections to file, and how to structure a transaction so it holds up on both sides. For professional advisors, that means having a reliable lead on the file. For business owners and individuals, it means knowing the job is handled properly from the start.

Tax Consultations I Offer

My tax consultations cover a wide range of cross-border and domestic issues. Below are the main areas I work in.

Cross-Border Tax Consulting for Professional Advisors

When a lawyer, financial advisor, or accounting firm has a client with a cross-border situation, I step in as the tax lead. I review all facts and documentation, prepare the technical analysis, and deliver a detailed instruction letter for you and your client’s lawyer. If CRA election forms are needed, I prepare those as well. At your discretion, I can also assist in selecting appropriate legal counsel.

This covers matters like U.S. tax return preparation, snowbird and expatriate filings, FBAR compliance, rental property taxation on either side of the border, business expansion into the U.S. or Canada, and CRA or IRS appeals.

Business Tax Consulting

For business owners operating across the border or planning to, I advise on corporate structure, compliance, and filing obligations in both jurisdictions. That includes Canadian companies with U.S. branch operations, U.S. companies with Canadian branches, clearance certificate applications under Section 116, and all related filings (T1, T2, T3, 1040/1040NR, 1120/1120F/1120S, 1065, 706/706-NA).

I also consult on domestic corporate matters: restructuring, succession, capital gains planning, and partnership issues. If the file touches the border at any point, I handle both sides.

Individual Tax Consultations

Individuals who own U.S. property, spend winters south of the border, hold dual citizenship, or have emigrated or immigrated between Canada and the U.S. often face filing obligations they are not aware of. I provide tax consultations to sort out residency status, departure issues, withholding requirements, and the interaction between Canadian and U.S. reporting rules.

Common situations include U.S. rental property purchase and sale, snowbird tax obligations, U.S. gambling winnings, U.S. estate tax exposure, and voluntary disclosure for past non-compliance.

How a Tax Consultation Works

The process starts with a phone call or email. I ask about the facts of your situation, identify the tax issues involved, and outline what work is needed, how long it will take, and what it will cost. Nothing starts without your agreement on scope and fees.

For professional advisors, I run the engagement from start to finish. You get a detailed instruction letter and stay informed throughout. For individuals and business owners, I follow the same approach: clear scope, regular updates, and a final deliverable you can rely on.

Most consultations move from initial conversation to completed work within two to six weeks. I provide a fee estimate after the initial review.

Frequently Asked Questions

What makes cross-border tax consulting different from regular tax preparation?

Cross-border files involve two tax systems with different rules, treaties, and filing requirements. A missed election or an incorrect residency determination can trigger double taxation or penalties in both countries. This work requires specialized knowledge that goes well beyond standard preparation.

I am a lawyer with a client who owns U.S. real estate. Can you handle the tax side?

Yes. I take the lead on the tax engagement, prepare all filings and election forms, and deliver a detailed instruction letter for you and your client. I coordinate with your client’s other advisors as needed.

Do I need to come to your office?

Not necessarily. Many of my cross-border consultations are handled by phone and email. I have offices in Milton and Waterloo, but location is rarely a barrier.

How quickly can you start?

In most cases, I can begin within a few days of our initial conversation. Urgent files can sometimes be accommodated. Call to discuss your timeline.

What does a tax consultation cost?

Fees depend on the complexity of the file. I provide a clear estimate before any work starts. Call (647) 298-1339 or email lstolberg@lnsca.com.