Cross Border Tax & Accounting, LLC (CBTA) is a wholly owned subsidiary of Keats, Connelly and Associates, LLC (KCA), the largest wealth manager in North America specializing in helping Americans and Candians realize their dreams of a cross border lifestyle through an integrated approach including: financial, investment, tax, and estate planning, as well as the management of all your financial records and accounts.
CBTA was started with the purpose of serving clients with international tax and financial planning concerns that do not have the complexities that warrant the in-depth and comprehensive approach of Keats, Connelly and Associates. The principals are recognized experts in assisting clients with U.S./Canadian tax and financial planning issues. We offer a full range of tax and financial planning services for moves between the United States and Canada. This includes preparation of U.S. and Canadian income tax returns, comprehensive cross-border financial planning for individuals in the U.S. and Canada, as well as investment management services to individuals living in the U.S. and certain non-resident aliens.
In addition to our U.S./Canada cross-border niche, CBTA also has significant experience in international taxation in general. Whether you have an overseas job assignment, or are buying real estate in Mexico, we can help. On the domestic side, CBTA has expertise in issues such as employee stock options, estate planning, education planning and investment management.
The professionals at Keats, Connelly and Associates are recognized experts in advising U.S./Canada cross-border clients with substantial wealth and complexity. Through CBTA, the professionals at KCA can provide this same expertise in a simplified process for clients with more modest wealth or a less complex financial situation. For example, clients of CBTA may choose the level of service that is most appropriate to their financial needs. Clients may choose between an hourly consultation, one or more specific projects, or a comprehensive financial plan. Clients can also choose to have tax returns prepared or their portfolio professionally managed. Our services are structured so that nearly everyone, regardless of their wealth or income, can take advantage of cross-border financial planning from experienced professionals.
CBTA has access to all of the professionals and expertise at Keats, Connelly & Associates. Those professionals include an immigration attorney, a Canadian Chartered Accountant (CA), Certified Public Accountants (CPAs), financial planning professionals certified in both the U.S. and Canada, and Chartered Financial Analyst (CFA) charter holders. All of the bios are listed on the Keats, Connelly and Associates website at http://www.keatsconnelly.com/meet_the_team.aspx.
Our Fee-Only compensation model enables us to maintain our philosophy of promoting our clients' best interests, at all times, while avoiding any potential conflict of interest with commissions. Fee-Only financial planning firms are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.
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