Canada–U.S. cross-border tax, done right the first time.

Are you worrying about being double taxed? Over The Bridge Accountant provides end-to-end tax support for individuals and businesses with ties to both countries.

Come talk to us Explore services

Cross-border tax specialists Registered with CRA & IRS Canada–U.S. Tax Treaty expertise

What we do

From annual filings in both countries to complex foreign reporting and pre-move planning.

Individual Returns

U.S. and Canadian individual tax returns
U.S. expatriation-related tax matters
IRS Streamlined Filing

Business & Entity

U.S. and Canadian business tax filings
U.S. LLC, S corp and Partnership filings
Cross-border business and entity structuring

Foreign Reporting

FBAR & FATCA; Canadian T1134 and T1135
U.S. Forms 3520, 5471, and 8621
PFIC reporting and investment considerations

Planning

Residency analysis and treaty-based positions
Canadian departure tax — what you owe when you leave Canada
Immigration, relocation, and investment planning

Property & Compliance

T2062 filing — CRA Certificate of Compliance (s.116)
Coordination of tax obligations in both countries
Foreign corporation and trust reporting

One practice, two systems

U.S. Internal Revenue Code
Canada’s Income Tax Act
The Canada–U.S. Tax Treaty — working together

See the full services list →

Does your situation cross the border?

We can help if any of these sound like you:

Live in Canada but work in the United States
Are planning to move from Canada to the United States
Live in the U.S. and own Canadian property, investments, or business interests
Are a U.S. citizen living in Canada
Have tax or residency connections to both countries
Own a business, corporation, or investment account across the border
Are returning to Canada after living in the United States
Are considering a move and want to understand the tax consequences first

Common questions

When should you talk to a cross-border CPA?

As soon as you decide to move from the U.S. to Canada or from Canada to the U.S. — especially if you have TFSAs or own a business. As a general guideline, aim to reach out at least three months before your relocation, so planning can happen before filings are due.

What are the biggest tax mistakes people make moving between the U.S. and Canada?

Being surprised by Canada departure tax
Not realizing Canadian TFSAs lose their tax-free status in the U.S.
Falling victim to double taxation by claiming the wrong tax credits
Failing to report foreign assets

Am I going to be double taxed?

Cross-border situations don’t automatically mean double taxation — the Canada–U.S. Tax Treaty and foreign tax credits exist to prevent it. The risk comes from claiming the wrong credits or missing elections. Getting advice before filings are due is the safest path.

Do U.S. citizens living in Canada still need to file U.S. taxes?

In general, yes — U.S. citizens file U.S. returns regardless of where they live, alongside their Canadian obligations. Treaty positions and credits can significantly affect the outcome, which is where cross-border planning matters.

Are you worrying about being double taxed?

Come talk to us. The earlier the conversation, the more options you have.