U.S. Tax Services
Overview
Our U.S. Tax Services practice delivers comprehensive tax compliance and advisory services for individuals and businesses navigating the complexities of the U.S. tax system, including federal, state, and cross-border requirements.
Led by Shawn Lee, Partner and leader of our U.S. Tax team, our practice combines deep technical U.S. tax expertise with practical, real-world insight. We work closely with our clients to understand their specific circumstances, providing tailored guidance that supports compliance, reduces risk, and enables informed decision-making.
While U.S. tax rules and filing obligations continue to evolve, our approach remains consistent: proactive, client-focused, and grounded in experience, judgment, and clear communication.
Our U.S. Tax Service Offerings
For Businesses
We provide comprehensive U.S. corporate tax compliance services, including federal and state filings, for U.S. entities and foreign businesses with U.S. operations.
Our team ensures accuracy, timeliness, and alignment with current regulatory requirements.
We advise businesses operating across Canada and the United States on tax-efficient structures that support growth while managing compliance and risk.
Our services consider entity structuring, intercompany arrangements, and treaty considerations.
We assist businesses with navigating complex U.S. state and local tax (SALT) requirements, including nexus analysis, filings, and ongoing compliance.
Our team helps you understand and manage your multi-state tax exposure as operations expand.
For Individuals
We assist U.S. citizens, residents, and non-residents with accurate and timely U.S. personal income tax filings.
Our team manages federal and state compliance requirements while helping you navigate reporting obligations tied to foreign income, investments, and residency status.
We support individuals with cross-border ties to Canada and the United States by providing strategic tax planning that considers residency, treaty positions, and multi-jurisdictional reporting requirements.
Our goal is to minimize exposure, avoid double taxation, and provide clarity across borders.
We help individuals plan for and comply with U.S. estate and gift tax obligations, including filings related to wealth transfers, inheritances, and cross-border family arrangements.
Our approach focuses on compliance, tax efficiency, and long-term planning considerations.
ITIN Application and Renewal Services
We assist individuals who are required to file U.S. tax returns but are not eligible for a Social Security Number with the application and renewal of an Individual Taxpayer Identification Number (ITIN). Our team helps guide you through the documentation and filing requirements to ensure the process is completed accurately and efficiently.
Why Work With Our U.S. Tax Team?
Cross-border Expertise
Our team brings deep experience navigating the complexities of cross-border tax matters between Canada and the United States. We help clients manage multi-jurisdictional considerations with clarity, confidence, and a strong understanding of treaty and reporting requirements.
Client-specific Solutions
We recognize that every client’s situation is unique. By taking the time to understand your goals and circumstances, we provide thoughtful guidance that aligns with your broader financial and business objectives.
Transparent and Independent Advice
We are committed to open communication, practical guidance, and independence in every engagement. Clients can expect clear explanations, timely updates, and advice they can trust.
Proactive Problem Solving
We take a proactive, solution-focused mindset, carefully assessing risks and opportunities as they arise. Our goal is to help clients make informed decisions and navigate challenges effectively in a changing tax environment.
Start a Conversation with Our U.S. Tax Team
To begin the conversation, please complete the form below to request an introductory discussion with our U.S. Tax team.
This initial conversation is designed to understand your objectives, assess your U.S. tax considerations, and explore how our U.S. tax services can best support your individual or business needs.
