Tax Doesn't Stop at the Border.

Living, working, investing or operating a business across borders can create tax obligations in multiple countries. At Capital Tax, we help individuals and businesses navigate Canadian and U.S. tax rules, understand filing obligations and plan for cross-border situations.

500+ Clients Served

Year-Round Support

10+ Years in Practice

CPA & CMA Designated

Cross-Border Services

Common Situations We Help With

Cross-border tax can become complicated quickly. We help Canadians and U.S. persons understand where they have filing obligations and how to manage them efficiently.

Canadian residents with U.S. employment, investment or rental income
U.S. citizens or green card holders living in Canada
Canadians working in the U.S.
Non-resident Canadian tax filing
Cross-border businesses with U.S. operations
Departure from Canada — residency and tax implications

Double Taxation

Avoiding Double Tax With Treaties & Credits

When income is taxable in more than one country, foreign tax credits and tax treaty provisions may provide significant relief. Our approach is systematic.

Identify — where your tax obligations arise
Assess — applicable Canadian and U.S. rules
Coordinate — how taxes interact between countries
Plan — legitimate strategies based on your situation
Canada-U.S. tax treaty analysis and application
Foreign tax credit optimization

Transfer Pricing

Related-Party Cross-Border Transactions

Related-party transactions between Canadian and U.S. entities can create additional tax considerations. We can assist with the accounting and documentation aspects of cross-border transactions.

Intercompany transactions between Canadian and U.S. entities
Management fees and intercompany charges
Cross-border services and transactions
Transfer pricing documentation considerations
Related-party transaction review

Cross-Border Business Structure

Expanding Into the U.S.? Structure It Right From the Start.

Expanding into the U.S. can involve significant tax and compliance considerations. Before you expand, we help you evaluate your options and understand the implications.

Canadian vs. U.S. structures — pros and cons
Cross-border ownership structures
Operating vs. holding structures
Tax implications of different approaches
Intercompany transactions and cross-border income
Long-term tax and compliance planning

International Tax Questions

Common Cross-Border & International Tax Questions

I'm a Canadian with income from the U.S. — do I need to file in both countries?

Potentially yes. Canadian residents are taxed on worldwide income, so U.S.-source income must be reported in Canada. Depending on the type and amount of U.S. income, you may also have U.S. filing obligations. A tax treaty between Canada and the U.S. may reduce or eliminate double taxation through foreign tax credits.

I'm a U.S. citizen living in Canada — do I still need to file U.S. taxes?

Yes. U.S. citizens are required to file U.S. federal tax returns regardless of where they live. You may also have FBAR and FATCA reporting obligations for foreign financial accounts and assets. We help U.S. persons in Canada navigate these ongoing requirements.

What is FBAR and do I need to file it?

FBAR (FinCEN 114) is a report required for U.S. persons with financial accounts outside the U.S. exceeding $10,000 in aggregate value. It’s separate from your tax return and has its own filing deadline. Failure to file can result in significant penalties.

Can you help with non-resident Canadian tax?

Yes. If you’ve left Canada or earn Canadian-source income as a non-resident, you may have Canadian tax filing obligations. We assist with departure returns, non-resident returns, withholding tax, and the tax implications of your Canadian assets.

Take the Next Step

Let's Take Taxes Off Your Plate.

Your first consultation is free. No pressure, no commitment, just a conversation about how we can help your business thrive.

Mon–Fri 10am–6pm · Sat 11am–4pm · Scarborough, Ontario