Tax Guidance for Canadians Moving to the U.S.
Moving from Canada to the US is an exciting chapter, but it brings a new world of tax complexities. Navigating the tax implications of this transition requires specialized knowledge to ensure you remain compliant and avoid costly errors. At Brij Professional Corporation, we provide clear, cross-border tax services to make your move seamless. We help you understand your obligations and optimize your financial position, so you can focus on settling into your new life.
Your Cross-Border Tax Journey, Simplified
As a Canadian moving to the U.S., you will face unique tax challenges that require careful planning and execution. Our team of Canada-U.S. tax specialists has the expertise to guide you through every step. We understand the stress involved and are here to provide the support you need.
Comprehensive Tax Services for Your Move
We offer a full suite of services designed specifically for individuals relocating from Canada to the US. Our goal is to reduce or eliminate double taxation and ensure you take full advantage of available tax relief measures.
Initial Tax Planning & Assessment
The first steps are the most critical. We help you establish a solid foundation for your new tax situation.
Tax Residency Assessment
We'll determine your tax residency status in both countries, a key factor that dictates your worldwide tax obligations.
Deemed Disposition Services
We advise you on Canada's "departure tax" rules for deemed dispositions of assets, helping you manage capital gains liabilities effectively.
U.S.-Canada Tax Treaty Help
Our specialists help you utilize the provisions of the Canada-U.S. Tax Treaty to prevent double taxation and reduce your overall tax burden.
Filing Your Tax Returns in Two Countries
Managing tax filings in both Canada and the US can be complex. We ensure accuracy and compliance on both sides of the border.
U.S. Dual-Status & Part-Year Returns
We prepare the specific returns required for the year you move.
Canadian Part-Year Resident Returns
We handle your final Canadian tax return as a resident.
State & Provincial Tax Filings
Our services extend to state and provincial tax compliance, ensuring all your obligations are met.
Filing Taxes in Both Canada and the U.S.
We manage the ongoing requirement to file in both countries, ensuring everything is reported correctly.
Ongoing Compliance & Tax Optimization
Once you've moved, your tax situation requires continuous attention. We provide ongoing support to keep you compliant and financially efficient.
Foreign Tax Credits
We help you claim foreign tax credits to offset taxes paid in one country against what you owe in the other.
Foreign Earned Income Exclusion
We assess your eligibility for this exclusion to potentially reduce your US taxable income.
Retirement & Social Security
We provide tax assessments for your RRSP, TFSA, and other retirement accounts, and advise on US social security for Canadians.
Investment & Asset Reporting
Our services cover complex areas like Passive Foreign Investment Company (PFIC) considerations, capital gains tax on selling Canadian property while living in the US, and gift tax rules.
FBAR & FATCA Compliance
We ensure you meet your Foreign Bank Account Reporting (FBAR) and Foreign Account Tax Compliance Act (FATCA) obligations to avoid significant penalties.
Why Choose Brij Professional Corporation?
When you work with a cross-border tax accountant from our firm, you get more than just tax preparation. You get a dedicated partner committed to your financial well-being.
We provide the peace of mind that comes from knowing your taxes are handled correctly by a professional cross-border tax expert.
Take Control of Your Cross-Border Taxes Today
Learn about our process and transparent fees on our How We Work page.
Explore insights and tips from our experts on our blog.
Ready to get started? Contact us for a consultation and ensure your move is a financial success.
