Whether you are a US citizen living in Canada or a Canadian moving or working abroad, it is important to understand all the cross-border tax implications in order to strategically manage your personal and corporate taxation needs. At Smythe, we service a number of different types of clients, including both US and Canadian residents, part-year residents, US residents with foreign corporations, as well as non-residents. We also service the US tax needs of Canadian companies expanding its business into the US. Our skilled US tax team has experience working with clients in a vast variety of tax situations and is always up-to-date with the most current tax laws, regulation treaties and procedures to ensure we can answer all of your US, Canadian and cross-border tax questions.

US Personal Tax Compliance Services

  • US federal & state personal income tax returns
  • US estate & gift tax returns
  • US expatriation tax returns
  • US income tax returns for estates & trusts
  • US Offshore Voluntary Disclosure Program & IRS Streamlined Procedures
  • Preparation of US annual slips (NR4, 1099)
  • Correspondence with the US tax authorities
  • US foreign reporting filing (FBAR).

US Personal Tax Planning & Consulting Services

  • Consultation on cross-border tax issues & employment abroad
  • US estate & gift tax planning and corresponding Canadian tax implications
  • US expatriation tax planning
  • Pension split calculation to minimize overall tax liabilities
  • Analysis of tax treaty applications for individuals
  • US tax implications from owning RRSP/RESP/TFSA/Mutual funds
  • US tax consequences to US persons owning shares in Canadian corporations (subpart F implications, PFIC issues).

US Corporate Tax Compliance Services

  • US federal corporate and partnership income tax returns
  • US federal income tax and information reporting for foreign corporations
  • US state and local income and other tax returns
  • Representation and liaison before IRS and state tax authorities

US Corporate Planning & Consulting Services

  • US inbound and outbound transaction tax planning
  • Permanent establishment analysis under US-Canada Treaty
  • Tax planning and reporting on investment in US real property under FIRPTA
  • Debt equity thin capitalization analysis
  • US tax review and due diligence on transactions
  • Withholding tax analysis and planning
  • State corporate income tax nexus studies
  • Sales and use tax consulting
June 12, 2018

Smythe Congratulates Newest Licensed Insolvency Trustee

Smythe Insolvency is pleased to announce that Brett Nicholson, CIRP has successfully passed his oral board examinations to become a Licens...
May 11, 2018

Smythe Wins Nanaimo Business Award

Smythe LLP was recently awarded the Financial Services Award by the Greater Nanaimo Chamber of Commerce. This award is given to any banking,...
May 2, 2018

Mike Berris Featured on The Insurance Podcast

Mike Berris, partner and group lead at Smythe Advisory, was recently featured on Peter Tessier's The Insurance Podcast, where he joined in ...

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