Services provided in English and Dutch
I offer the following services. This list is not all inclusive. If you need services not listed, please inquire:
US personal tax returns, Canadian personal tax returns for US ex-patriates, including forms 1040, 1040NR and Form 114 FBAR returns. – I will prepare returns for US citizens and green card holders who are obligated to file returns with the IRS, as well as prepare form 114 to report their foreign bank and investment accounts annually. Don’t miss out on breaks you’re entitled to – and avoid any potential issues with the IRS (or the Canada Revenue Agency)
Due to the interaction between US and Canadian personal tax returns, I recommend that they are prepared together, especially if pay taxes in Canada and the US and may be able to claim a foreign tax credit.
If you have not filed US returns for a while, and want to become compliant (which you also have to be to renounce US citizenship), you can apply for forgiveness of penalties and interest by using “Streamlined Foreign Offshore Procedures.”
Personal tax returns – I will do any Canadian tax return, including returns for those investing in the stock market, small business and farms, and also non-resident returns, and for those new to Canada. If you are married or common law, there is much interaction between you and your spouse’s return. For that reason, it is usually advantageous to you if they are prepared together together, especially if you have pension income, child care, medical expenses and donations.
Trust and Estate returns
Financial statement compilation, bookkeeping and tax for small business, including filing your GST returns, T4, T5 and T5018 summaries and WCB annual return, and of course your corporate income tax returns.
Financial statement compilation and returns for charities
International tax problems
Tax and estate planning