Overview

We evaluate your investment portfolio and provide guidance on tax-efficient strategies, including RRSP/TFSA optimization, capital gains management, and investment property tax implications — ensuring your investments align with your financial goals.

We assess your residency status under Canadian, US, and Indian tax laws (including tie-breaker rules under tax treaties) to determine where you're taxed and on what income. For Canadians with US or Indian income, we handle foreign tax credit claims, T1135 foreign income verification statements, and proper disclosure of foreign bank accounts, property, and investments. For US persons (citizens, green card holders) living in Canada or India, we address FBAR and FATCA reporting, US federal filing obligations, and coordination with Canadian or Indian tax returns to prevent double taxation.

For clients with Indian income, investments, or NRI status, we manage DTAA (Double Taxation Avoidance Agreement) benefits between India-Canada and India-USA, ensuring correct tax credit claims and repatriation-related tax planning. We also assist businesses with cross-border structuring, transfer pricing basics, and permanent establishment considerations when operating or expanding across these three countries.

Whether you're relocating, working remotely for a foreign employer, holding investments abroad, or running a business with international clients, our cross-border tax service ensures accurate filing, treaty benefit optimization, and full compliance — so you're never taxed twice on the same income.

What's Included

• Residency status determination (Canada, USA, India)
• Foreign tax credit and DTAA treaty benefit claims
• T1135, FBAR, and FATCA compliance and reporting
• NRI tax filing and repatriation planning
• Cross-border income, investment, and business structuring advice
• Coordination between Canadian, US, and Indian tax filings to prevent double taxation