Cross-Border Personal Income Tax

Our team will help you navigate the murky waters of cross-border taxation and arrive at workable solutions that are tailored to your specific needs.

Important piece of your financial puzzle

Whether you’re a Canadian doing business outside of Canada or investing in foreign property, a United States citizen living in Canada or a foreigner investing in Canada, cross-border tax considerations are an important piece of your financial puzzle.

When choosing your cross-border tax team, it is essential that its members be fully be conversant with tax rules on BOTH sides of the border. Too often, individuals engage practitioners on either side of the border who simply give you ONE side of the equation, leaving you with more questions than when you started.

Our Services

Substantial presence test meeting in the U.S. (treaty-tie breaker rules) – Forms 8843 for students and 8840 for snowbirds
Inbound and outbound investments structuring
U.S. voluntary disclosures and streamlined filing
U.S. individual foreign reporting compliance, including form 5471, 3520, 8621 and GILTI calculations and related planning

To save you time, we have an onsite IRS certified acceptance agent *, who can certify official documents needed by the IRS without you having to either send original documents to the IRS, or waste time standing in line to have copies certified by an issuing agency such as the Canadian Passport office.

List of IRS Acceptance Agents – Canada

*Please note that this service is offered to FL Fuller Landau clients ONLY.

What Our Clients Think

“A tremendous asset to our practice””
As a US accounting firm, with numerous clients looking to expand and currently doing business in Canada, having a trusted, local, and talented tax team in Canada has been a tremendous asset to our practice. Knowing the team is only a phone call away to provide our clients with top-notch Canadian service and advice has helped our practice continue to grow with our clients.

“Full Confidence”

FL Fuller Landau provided assistance with very specialized foreign tax reporting matters arising from the Tax Cuts and Jobs Act of 2017. Their Tax team have helped us preserve some long-standing client relationships. The new GILTI tax regime is everchanging and will require keeping abreast of the latest developments. FL’s knowledge, professionalism and responsiveness to our clients’ issues has given me full confidence they will continue to do just that.