Cross Border Taxes in Calgary

Our cross border tax services in Calgary simplify the complexities of filing taxes in two countries. We specialize in Canada-US tax returns for dual citizens, American expats, and Canadians with U.S. income. Our experienced cross border tax accountant in Calgary ensures you remain compliant with both CRA and IRS requirements while minimizing double taxation through treaty benefits and foreign tax credits.

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Tax Return Filers LTD Delivers Strategic Tax Solutions in Calgary

Clients trust our proven approach. Each financial situation receives a custom tax strategy supported by deep expertise and attention to detail. Our 100% five star ratings across verified reviews reflect consistent client satisfaction and on time filings.

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Why Hire a Cross Border Tax Accountant in Calgary?

Hiring a cross border tax accountant in Calgary protects you from the severe penalties associated with incorrect international filings. The tax treaties between Canada and the U.S. are complex, involving specific rules for retirement accounts, rental income, and capital gains. A standard accountant may overlook critical forms like the FBAR or Form 1116, leading to double taxation or even IRS audits.

Calgary is home to many professionals in the energy and engineering sectors who work on projects across the border. These individuals face unique challenges regarding residency status, state taxes, and social security agreements. Without specialized cross border tax services in Calgary, you risk falling out of compliance with two powerful revenue agencies.

When you choose Tax Return Filers, you gain a partner with deep expertise in both systems. We analyze your complete financial picture to apply direct and indirect foreign tax credit opportunities effectively. Our team manages U.S. tax compliance for Americans living in Calgary and Canadians investing in the U.S. We handle your filings holistically, ensuring your cross border taxes in Calgary are accurate, optimized, and filed on time.

Solutions for Non-Residents

Specialized tax services for individuals with Canadian income, property, or cross-border obligations.

Real Estate Tax

Capital gains and HST rebates

Cross Border Taxes

Canada-US filings and treaty claims

Non-Resident Tax Filing

Part XIII and Section 216 elections

Departure Tax Return

Deemed disposition and T1161 filings

Certificate of Compliance

T2062 clearance for property sales

Compete Cross Border Tax Services in Calgary

Our cross border tax filing services in Calgary cover every requirement for individuals and businesses with Canada-US tax obligations. We prepare returns for both countries, ensure consistent reporting, and apply treaty benefits that reduce your overall tax liability.

Cross border tax return preparation includes Canadian T1 filings, US Form 1040 and 1040-NR returns, state tax returns, and all required schedules for foreign income and assets. Our accounting firm in Calgary calculates foreign tax credits on Form T2209 and IRS Form 1116 to prevent double taxation on the same income. We also manage complex information returns such as Form 8938 (FATCA) and Form 5471 for Canadians with U.S. corporate interests.

We serve Canadian citizens working in the U.S., American expats living in Canada, dual citizens with filing obligations in both countries, and individuals with cross border investments. Every client receives coordinated filings that align information across CRA and IRS submissions. Whether you need help with U.S. international business tax planning, our team delivers integrated solutions.

US and Canada Tax Filing Solutions in Calgary

Our Calgary cross border tax specialists deliver comprehensive filing solutions for individuals and businesses with dual obligations. We prepare US individual tax returns including Form 1040, Form 1040-NR, and ITIN applications for Canadians with American income. Our team manages Schedule C for self-employment, claims foreign tax credits on Forms 2555 and 1116, and files treaty-based elections on Form 8833 to eliminate double taxation.

Business clients receive US corporate and partnership tax return preparation covering Form 1120, Form 1120-F for foreign corporations, and Form 5472 for foreign-owned company transactions. We handle Form 1065 for partnership reporting and secure EIN approval through SS4 applications. Our US and Canada tax filing in Calgary also ensures FBAR and FATCA compliance via FinCEN Form 114 and Form 8938 based on your account balances.

Canadians with US real estate receive Schedule D support for capital gains and Schedule E for rental income. We minimize FIRPTA withholding on property sales and file for refunds when excess funds are held. Clients with RSU compensation get specialized assistance for W-2 and T4 reporting to avoid double taxation. For those behind on filings, our IRS streamlined filing services help non-compliant taxpayers catch up through offshore procedures and Form 14653 preparation without harsh penalties.

US-Canada Cross Border Tax Accountant Calgary

A qualified US-Canada cross border tax accountant in Calgary serves as your bridge between two complex tax systems. We understand how CRA and IRS rules interact, preventing common pitfalls like double taxation on retirement accounts and improper reporting of investment income. Our team stays current with the latest treaty updates to ensure you benefit from every available exemption and credit.

We act as your cross-border financial advisor in Calgary, guiding you through residency changes, departure tax planning, and international business expansion. Whether you are a Canadian engaging in U.S. international business tax activities or an American living in U.S. seeking compliance help, our Calgary firm delivers precision and peace of mind. We coordinate your filings to satisfy both revenue agencies simultaneously, protecting your assets across borders.

Why Choose Tax Return Filers Ltd ?

Our team combines advanced academic credentials with decades of practical experience to deliver exceptional tax solutions tailored to your needs.

CRA-Compliant Experts

Our team includes CPA, ACCA, PhD-qualified professionals with specializations in cross-border, corporate, and personal taxation.

CRA Audit Defense

Successfully handled numerous CRA audits with expertise in Foreign Tax Credits, Section 216/116, and complex tax matters.

Strategic Tax Planning

We don’t just file returns, we develop proactive strategies to minimize your tax burden and maximize your financial outcomes.

Trusted Nationwide

With offices in the Greater Toronto Area and Calgary, we provide expert tax services to clients across Canada confidently.

Our Calgary Office

Our CPA firm is located in Calgary and serves clients across the Alberta. We provide in-person meetings at our office and virtual consultations.

Address

50 Nolanridge Ct NW Unit 225, Calgary, AB T3R 2A8, Canada

Phone

+1 587 885 4212

support@taxreturnfilers.com

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Meet Our Tax Professionals

Our team includes Chartered Professional Accountant and licensed CPA with years of hands-on experience. We track every tax law change to provide accurate guidance for individuals and businesses.

Waqar Naqvi, Ph.D., MFin, CFA

Tax Consultant

Narinder Singh, CPA, CGA

Head of Tax Planning, Corporate Structuring, and Corporate Taxes (T2)

Umar Khan, ACCA

Head of Bookkeeping US & Canada, Payroll, and HST

Got Any Questions?

Foreign tax credits prevent double taxation by reducing your US tax liability by the amount of tax paid to Canada on the same income. Our cross border tax specialists prepare Form 1116 for IRS and Form T2209 for CRA to claim these credits accurately on both returns.

Foreign Earned Income Exclusion allows US citizens and residents living abroad to exclude up to $126,500 of foreign earnings from US taxation in 2024.

US persons with foreign accounts exceeding $10,000 at any point during the year must file FBAR through FinCEN Form 114. Our FBAR and FATCA Reporting services ensure accurate disclosure of all foreign accounts and help you avoid penalties up to $10,000 per unreported account.

Form 1040 is for US citizens and resident aliens reporting worldwide income. Form 1040-NR is for non-resident aliens with US-source income only.

Canadian owners of US rental property file Form 1040-NR with Schedule E to report rental income to IRS. You also report this income on your Canadian T1 return and claim foreign tax credits to avoid double taxation.

FATCA requires US citizens and residents with foreign financial assets exceeding $50,000 to report holdings on Form 8938. Thresholds vary based on filing status and residency. Our cross border tax specialists determine your reporting requirements and prepare accurate FATCA disclosures.

US citizens living in Canada who missed filings may qualify for IRS Streamlined Filing Compliance Procedures. Our cross border tax accountant team prepares Form 14653 and files three years of delinquent returns plus six years of FBARs without facing harsh penalties.

Yes. Dual citizens of Canada and the US file tax returns in both countries on their worldwide income. Our cross border accounting services coordinate both filings, apply treaty benefits, and claim foreign tax credits to eliminate double taxation.

The treaty reduces withholding rates on dividends, interest, and pensions between both countries. It also determines which country has primary taxing rights on specific income types.

US citizens and residents abroad receive an automatic extension until June 15, with a further extension available until October 15. FBARs are due April 15 with automatic extension to October 15.

Book a Free Meeting with Our Tax Experts

Take the first step toward better tax planning with a free consultation. Our team is ready to review your situation and provide clear guidance. Book a time slot directly on our calendar and we will connect with you shortly.