Global Mobility and Expatriate Tax Services

It is important for Canadian and U.S. employers, employees and self-employed individuals who are working abroad to understand their respective tax obligations.  The U.S. and Canadian tax authorities have deemed those leaving the U.S. and Canada, working outside the U.S. and Canada, and other expatriates as worthy of attention.  

We provide cross-border and international tax planning, consulting and income tax return preparation services for individuals departing or entering Canada or the U.S., investing in Canada or the U.S., or on assignment throughout the world. 


Our Mobility Services include:

  • Pre-departure and re-entry tax counseling

  • Detailed, advanced tax planning to minimize tax

  • Minimization of Departure Tax

  • U.S. and Canadian Income Tax Return Preparation

  • U.S. and Canadian Professional Tax Planning and Income Tax Return Preparation for:

    • Departure from the U.S. or Canada

    • Entry to the U.S. or Canada

  • Tax Treaty Reviews

  • Residency Reviews

  • Canadian and U.S. tax representation

  • Canada Revenue Agency (CRA) representation

  • Representation before the Internal Revenue Service (IRS)

  • Specialized U.S. and Canadian tax filings