Phoenix, AZ CPA / Cross Border Tax & Accounting, LLC

Welcome

Cross Border Tax & Accounting welcomes you to our website. We are operated as a subsidiary of Keats, Connelly and Associates, LLC. Keats, Connelly and Associates is the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; Boynton Beach, Florida; and Detroit, Michigan.

Cross Border Tax & Accounting was started with the purpose of serving clients with international tax concerns, primarily dealing with Canadians living, working or investing in the U.S. We offer a full range of tax and financial planning for both the U.S. and Canadian issues. In addition to our cross-border niche, we also have significant experience in international tax issues and investment management.

Services

Our services encompass nearly every aspect of financial life. We are experienced in matters of U.S. and Canadian taxation, IRS and CRA problem resolution, estates and trusts, business formation, financial planning, retirement planning and investment management.

Our services are offered primarily on an hourly basis. For larger tax engagments and all financial planning engagements we offer a fixed fee agreement. Investment services are offered based on the assets under management.

All services except for hourly consults require a written engagement letter before work can begin. The engagement letter will spell out all of the terms and conditions of our work together, as well as how our fee will be determined.

Please refer to our ADV Part II before investing or hiring us for a financial planning engagement.

Our Firm

Cross Border Tax & Accounting is dedicated to serving the tax, financial planning and investment management needs of individuals and businesses located in Canada and the U.S. We will meet those needs with the greatest integrity, expertise, and professionalism possible.

Free Reports and Newsletters

Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.

Tools and Resources

These calculators can help you balance your checkbook, save for college educations, check the current tax rates, or find tax due dates and refund dates.