Canadians living, working or investing in the U.S., or Americans living, working or investing in Canada may need to file taxes in both countries, meaning the arduous task of navigating a multitude of double taxation issues.
We are a unique tax firm because we don’t just dabble in cross-border tax preparation; we specialize in it. It’s the only thing we do. We are not auditors, financial consultants or estate planners — we are cross-border tax experts.
We are a tax firm. And we exclusively help our clients prepare their U.S.-Canada tax solutions.
David Levine, Wayne Tibbetts and Linda Field bring a breadth and depth of experience in developing tax strategies that mitigate the tax burden in both countries. CBTA was initially founded as a unique tax preparation business partner of Keats Connelly & Associates — the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. It then grew into a separate and thriving tax entity.
Let us show you what Cross Border Tax & Accounting can do for you.