MAC LLP
US TAX SERVICES

At MAC LLP we offer a holistic approach in all aspects of our services and this extends to our US tax practice as well. We are proud to be a top competitor in our region offering outstanding US tax services for our clients. We work alongside the Canadian tax practice as well as with our client’s investment advisors to provide the most effective and efficient preparation of tax returns and future investment and estate planning on both sides of the border.

 

PERSONAL INCOME TAX RETURN

Preparation of Form 1040 and supporting schedules for US citizens, green card holders and US residents

FOREIGN BANK REPORTING

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Preparation of FINCEN 114, formerly known as the FBAR, relating  to mandatory filing of foreign bank accounts held outside of the United States that are required to be disclosed and reported to the US Treasury on an annual basis


IRS STREAMLINED FILING COMPLIANCE

  • Voluntary program offered by the IRS for noncompliant filers
  • Available for US Citizens or Green Card holders that have been delinquent in their US filings
  • Preparation of three years of Form 1040, six years of foreign banking filing, FINCEN 114, with the US Treasury as well as necessary supplementary certifications and forms

TAX REPORTING FOR SNOWBIRDS

  • Preparation of Form 8840 Closer Connection Exception Statement for Aliens
  • Necessary filing for Canadian residents who spend significant periods of time in the US but would not be otherwise required to file a tax return as a US resident since they maintain their connections and file as a resident in Canada

NON-RESIDENT TAX RETURNS

Filing for a Canadian with US source income relating to:

  • US Employment Income
  • US Rental Property
  • Sale of US Property
  • US Pension or Annuity Payments
  • US Lottery or Gambling Winnings

CERTIFIED IRS ACCEPTANCE AGENT

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Offering ITIN services as a certified IRS acceptance agent. 
Assisting in the preparation of Form W-7 in relation to:

  • Ability to claim dependent on spouse’s or parent’s US tax return
  • Ability to claim reduced or eliminate withholding on royalties, rents or other FDAP payments
  • Ability to claim back tax withheld on gambling winnings
  • Necessary reporting and withholding for the sale of US real estate by foreign individual
     

CORPORATION US FILING FOR CANADIAN CORPORATIONS

  • Preparation of Form 1120-F Treaty Return
  • Required for Canadian corporation with no permanent establishment in the United States and active sales in the US
     
 

US TAXATION RESOURCES

 

US Personal Income Tax Return Checklist

Smart Investing and Retirement for US Citizens in Canada

 
 


 
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Kylie Bechtold, CPA, CA, CPA (New York)
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.


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Kevin Shantz, CPA, CA, CPA (SC)
US Tax Associate

For the past 10 years his practice has been focused on providing tax services for US citizens resident in Canada and assisting Canadians with US tax filing obligations.

 

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