Who We Help

1. • Canadian residents with U.S. income, property, or business interests
2. • U.S. citizens or green card holders living in Canada
3. • Dual citizens and dual residents
4. • Canadians moving to the U.S. or Americans moving to Canada
5. • Canadian or U.S. businesses expanding across the border
6. • Executives, remote employees, and professionals with cross-border compensation

Individual Cross-Border Tax Services

Relocating, investing, or maintaining income sources in both countries brings unique tax challenges. We provide end-to-end support for:

1. • Moving between Canada and the U.S. — residency determination, departure tax, and treaty-based filings
2. • Delinquent U.S. tax filings or non-filers — streamlined filing programs and voluntary disclosure assistance
3. • U.S. expatriation and Canadian non-resident tax planning
4. • Dual-citizen compliance with FBAR (FinCEN 114), Form 8938, 3520, 5471, and other U.S. reporting
5. • Retirement and investment planning — RRSP, TFSA, 401(k), IRA, and pension rollover or liquidation guidance
6. • Marital separation and cross-border family taxation
7. • Foreign tax credit and treaty optimization to prevent double taxation

Our tax professionals analyze your full financial picture to determine the most tax-efficient way to report and plan — so you stay compliant and avoid unnecessary penalties.

Cross-Border Tax for Businesses

We help Canadian and U.S. businesses manage tax obligations across jurisdictions — from expansion to ongoing compliance.

Our services include:

1. • U.S. entity selection and setup (C-corp, S-corp, LLC, partnership, disregarded entity)
2. • Canadian foreign affiliate and controlled foreign affiliate reporting
3. • Permanent establishment and “doing business” analysis
4. • Tax registration and payroll setup for Canadian branches of U.S. companies and vice versa
5. • Transfer pricing and intercompany transactions
6. • Advisory for GILTI, Subpart F, and PFIC compliance

We ensure your corporate structure is optimized under both IRS and CRA rules, helping you meet filing requirements while minimizing exposure and avoiding costly errors.

Tax Resolution, Representation & Amnesty Programs

If you’ve received a notice from the IRS or CRA, or if you’ve fallen behind on your filings, our experienced team can represent you before both tax authorities.

We assist with:

1. • IRS and CRA notices of penalty or collection
2. • Amnesty and voluntary disclosure filings (Streamlined Foreign Offshore Compliance, CRA VDP)
3. • Audit representation and tax controversy resolution
4. • Filing delinquent returns under reasonable cause
5. • Removal of liens and levies through negotiation and representation

We focus on efficient resolution strategies that protect your rights and minimize penalties.

Employment Mobility, Compensation & Benefits

Cross-border employment often leads to unexpected tax obligations for both employees and employers. We provide compliance and advisory support for:

1. • Short-term and long-term secondments or relocations
2. • Payroll and social security coordination under the Totalization Agreement
3. • Compensation review under both tax systems
4. • Stock options, RSUs, and incentive awards taxation for dual residents
5. • Director and executive compensation planning

Cross-Border Real Estate & Property Transactions

Whether buying a vacation home or selling an investment property, our team ensures your transactions are structured tax-efficiently:

1. • Rental income reporting for Canadian or U.S. properties
2. • Clearance certificates for non-resident property dispositions
3. • Capital gains and withholding tax planning
4. • Gifting and property transfer compliance

Treaty Planning & Double Taxation Relief

Our CPAs leverage the Canada–U.S. Tax Treaty to protect your income from double taxation. We assist with:

1. • Income characterization and sourcing
2. • Treaty-based return positions (Form 8833)
3. • Tax residency determinations
4. • Cross-border estate and trust taxation

Why Choose Momentum Accounting CPA?

1. • Licensed Canadian Chartered Professional Accountants experienced in U.S. tax compliance
2. • Integrated cross-border approach for individuals and corporations
3. • Practical, customized advice — not cookie-cutter templates
4. • Support in dealing directly with CRA and IRS
5. • Transparent pricing and responsive service

Whether you’re a Canadian working in the U.S., an American living in Canada, or a business expanding across the border, Momentum Accounting CPA provides the clarity and confidence you need for full cross-border tax compliance.

Get Expert Help Today

Our cross-border tax professionals are ready to help you manage your Canadian and U.S. filing obligations — accurately, efficiently, and with peace of mind.

Contact us today to book a consultation on your Canada–U.S. Cross-Border Tax needs.