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Effective Planning on Both Sides of the Border
At MAC LLP, we recognize that cross-border taxation involves more than simply meeting compliance requirements–it requires thoughtful planning and an integrated perspective. Our US tax practice works closely with our Canadian tax team to provide seamless advice and reliable tax preparation for individuals, families, and businesses with interests in both Canada and the United States.
We collaborate with your investment advisors to ensure that every part of your financial picture is considered. Whether it is preparing US tax filings, addressing cross-border investment strategies, or planning for the efficient transfer of wealth, we deliver clear guidance that helps you reduce risk, identify opportunities, and achieve lasting financial success.
Cross-border tax rules can be complex, and missing key details may lead to unnecessary costs or missed opportunities. At MAC LLP, we assist US nonresidents, expatriates, and US residents by ensuring accuracy and compliance at every stage of the filing process.
These obligations can arise for many reasons, including earning income in the United States, owning property across the border, or simply being a US citizen living abroad who is required to file annually. Our experienced team provides clear guidance and practical solutions tailored to your circumstances. By helping you remain compliant while minimizing tax exposure, we give you the confidence that your cross-border obligations are handled with care.
Foreign bank account reporting is a key compliance requirement, and errors can lead to costly penalties. We help clients prepare FINCEN 114 (formerly the FBAR), which mandates the annual disclosure of foreign bank accounts to the US Treasury. Our guidance ensures accurate reporting, reduces risk, and helps you stay compliant with all requirements.
These obligations can arise in many situations, such as holding joint accounts with family abroad, maintaining business accounts in another country, or simply being a US citizen with financial ties outside the United States. Our experienced team provides clear guidance so that your filings are accurate, timely, and fully compliant. Our guidance helps you stay compliant and protected, giving you peace of mind that your reporting obligations are in good hands.
Becoming compliant with US tax obligations can feel overwhelming, especially if you’ve fallen behind. The IRS Streamlined Filing Compliance program provides an opportunity for delinquent filers to come forward and become compliant without facing the severe penalties that are otherwise threatened by the IRS.
At MAC LLP, we guide you through every step of the process, including the preparation of three years of Form 1040 returns and six years of foreign bank reporting (FINCEN 114) with the US Treasury, along with all required certifications and supplementary forms.
Spending part of the year in the US can create unique tax reporting obligations for Canadians. We assist snowbirds with the preparation of Form 8840, the Closer Connection Exception Statement for Aliens, ensuring compliance with US rules while maintaining your Canadian residency status.
This filing is essential for Canadian residents who spend significant time in the US but are not otherwise required to file as a US resident. Our team helps you navigate these requirements accurately while you enjoy your time south of the border.
As a Certified IRS Acceptance Agent, MAC LLP assists clients with the preparation of Form W-7 to obtain a US Taxpayer Identification Number (ITIN). We guide applicants through each step, review identification documents, and ensure all required materials are complete. By streamlining the application, we reduce delays and make it easier for individuals to meet their US tax filing obligations.
Our services help you claim reduced or eliminated withholding on royalties, rents, and other Fixed, Determinable, Annual, or Periodic (FDAP) payments, recover tax withheld on gambling winnings, and ensure proper reporting and withholding for the sale of US real estate by foreign individuals.
Canadian corporations with US sales obligations face unique reporting requirements. We assist with the preparation of Form 1120-F, the Treaty Return, which is required for Canadian corporations that have no permanent establishment in the United States but conduct active business or sales there.
Contact our US Taxation Team
Kylie Bechtold, CPA, CA, CPA (NY)
Senior US Tax Manager
Kylie specializes in US tax and has played a vital role in driving the US practice at the firm. She deals mainly in US cross-border taxation and works with individuals in preparing, planning and assessing US tax filings.