We focus on providing U.S. and Canadian tax services to individuals and businesses with a cross-border aspect to their situation. What that means is that we will only accept tax advisory and compliance assignments where they involve cross-border or international complications. These complications usually arise where an individual or business has obligations in more than one country at the same time.
Don’t worry – we’ll do Canadian work if we’re the ones who should be doing it. But don’t be surprised if we recommend that we partner with another firm to serve you well.
Of these factors, the number of investment accounts, the types of investments and the number of investments transactions in each account is by far the most important.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.”