Americans
Living in Canada
Stay compliant with both U.S. and Canadian tax laws.
As a U.S. citizen or Green Card holder living in Canada, you may have tax obligations in both countries. We help you understand your filing requirements, avoid penalties, and make the most of available tax treaty benefits.
Dual Compliance Made Simple
Maximize Treaty Benefits
Year-Round Expert Support
Common Situations for Americans Living in Canada
Relocated for Employment
Living and working in Canada for a Canadian employer.
Retired in Canada
Enjoying retirement in Canada while receiving U.S. pensions.
Students & Researchers
Studying or conducting research at Canadian institutions.
Self-Employed / Business Owners
Running a business or practicing a profession in Canada.
Dual Citizens or Green Card Holders
Maintaining ties to the U.S. while establishing life in Canada.
Key Tax Considerations
- U.S. worldwide income reporting (1040)
- FBAR (FinCEN Form 114) requirements
- FATCA reporting (Form 8938)
- Foreign Tax Credit for Canadian taxes paid
- Canada–U.S. Tax Treaty benefits
- Reporting requirements (FBAR, Form 8938, etc.)
- RRSP, TFSA and other Canadian savings
- Estate & gift tax considerations
- State tax filing obligations (varies by state)
How We Help
- Determine your U.S. and Canadian tax residency status
- Prepare and file your U.S. tax returns (Form 1040)
- File FBAR, Form 8938 and other information returns
- Claim Foreign Tax Credits and treaty benefits
- Plan to minimize double taxation
- Ensure ongoing compliance and avoid costly penalties
- Provide year-round guidance as your life evolves
Our Cross-Border Tax Process
01
Discovery
We understand your situation, employment details, and goals.
02
Analysis
We analyze your tax residency, treaty eligibility, and filing obligations.
03
Strategy
We develop a tailored plan to minimize tax and ensure compliance.
04
Implementation
We prepare and file your returns and handle all required reporting.
05
Ongoing Support
We provide continuous advice as your situation evolves.
Living in Canada as an American? We’re Here to Help.
Book a consultation with our cross-border tax experts and ensure full compliance with both U.S. and Canadian tax laws.