Services
Every filing a cross-border life requires.
Seven practice areas covering both returns, both revenue agencies, and everything that sits between them. If you're not sure which apply to you, a consultation will sort it out in one call.
FORM 3520
California & Florida
TFSA & RRSP
U.S. tax treatment of Canadian registered accounts, and the reporting obligations they can create.
Who this is for
What's included
Common question
Is a TFSA actually tax-free for U.S. persons?
No — this is one of the most common and costly misunderstandings for U.S. persons living in Canada. A TFSA has no special status under U.S. tax law, and its income is generally taxable in the U.S. each year, with reporting requirements that can be significant.