Cross-Border & International Tax (Canada–USA)
Expert Canada–U.S. cross-border tax compliance and planning for individuals, businesses, and non-residents
Cross-Border & International Tax (Canada–USA)
Navigating Canada–U.S. cross-border tax rules is complex—especially for individuals, corporations, and non-residents with income, assets, or business activities on both sides of the border. Our firm provides specialized cross-border tax services led by an experienced Canada–US cross border tax accountant to ensure full compliance with both CRA and IRS requirements, while minimizing double taxation and identifying strategic tax-saving opportunities.
Whether you are a Canadian working in the U.S., a U.S. citizen living in Canada, a business operating across borders, or a non-resident earning Canadian-source income, our cross border tax advisor team delivers clear guidance, accurate filings, and proactive planning tailored to your unique situation. Our goal is to simplify cross-border tax obligations and help you make confident, well-informed financial decisions in both countries.
Our Cross-Border Tax Sub-Services
Cross-Border Compliance
We provide complete Canada–U.S. cross‑border tax compliance and planning for non-resident or dual resident individuals and businesses. Our services include dual‑country tax filings, tax treaty analysis, foreign tax credit optimization, and required disclosure information reporting. We help clients meet both CRA and IRS obligations while minimizing double taxation and avoiding compliance risks.
Non-Resident Employment
We assist non‑residents earning employment income in Canada with accurate tax filings, proper withholding compliance, and treaty‑based exemptions. Our guidance ensures Canadian‑source income is reported correctly while preventing unnecessary taxes, penalties, or residency misclassification issues.
Non-Resident Business
For non‑residents carrying on business in Canada, we manage tax registrations, corporate and personal filings, and permanent establishment (PE) analysis. Our services help structure cross‑border operations efficiently while ensuring full compliance with Canadian tax rules and reporting requirements.
Non-Resident Real Estate
We support non‑residents who own or invest in Canadian real estate (i.e. Taxable Canadian Properties”) with rental income reporting, withholding tax compliance, NR6 and Section 216 filings, and capital gains tax planning. Our approach ensures CRA compliance while maximizing after‑tax returns on Canadian property investments.
Specialized Cross-Border Tax Advisory
Our Canada–U.S. cross‑border tax services are ideal for complex international tax situations involving non-resident individuals and businesses. We align compliance, planning, and reporting with your personal or business objectives, ensuring full CRA and IRS compliance while minimizing tax exposure across both countries.
Double Taxation Reduction & Strategic Planning
Develop tax‑efficient strategies using treaty benea‑border planning to minimize double taxation.
Why Mitesh Patel Professional Corporation for Cross-Border & International Tax
Mitesh Patel Professional Corporation, Chartered Professional Accountants and Business & Tax Advisors, offers expertise through Education and Experience in Canada–U.S. cross‑border and international taxation. With both Canadian CPA and U.S. CPA designations, and 12+ years of experience in international tax with a Big Four accounting firm, we bring deep technical knowledge and real‑world insight to complex cross‑border tax situations.
We understand the intricacies of dual‑country tax laws, residency rules, and Canada–U.S. tax treaty provisions that impact individuals, corporations, partnerships, and hybrid/fiscally transparent entities. Our structured and proactive approach includes reviewing income sources, residency status, business activities, and treaty positions to design compliant, tax‑efficient solutions tailored to your needs.
We help clients avoid double taxation, manage CRA and IRS reporting obligations, and reduce exposure to penalties or reassessments. With a strong focus on accuracy, transparency, and strategic planning, we serve as a trusted advisor for all cross‑border and international tax matters.
Testimonials
CRA Audit Support You Can Trust — Prompt & Professional
Dealing with a CRA audit was overwhelming, but Mitesh Patel, CPA gave us complete confidence. They managed all CRA audit correspondence, explained every step clearly, and ensured our income tax reporting was perfect. Their prompt and professional approach in audit representation made the process smooth and stress-free. Highly recommend Mitesh Patel for any CRA audit support services.
"The estate freeze strategy implemented by Mitesh Patel, CPA exceeded our expectations. He helped us in divesting our business and helped us with tax efficient planning of the proceeds of disposition which permitted us to retire peacefully. They explained complex tax concepts in simple terms and ensured our family wealth was preserved for future generations. His professionalism and attention to detail made a challenging process stress-free. I strongly recommend Mitesh Patel CPA for your divestiture of business, Estate freeze and Succession planning.”
"When it came time to divest part of our business, Mitesh Patel CPA provided exceptional planning and execution. Their expertise in tax optimization and transaction structuring helped us maximize value while minimizing tax exposure. We couldn’t have asked for a more dedicated and knowledgeable team. Mitesh Patel is a trusted advisor who offers personal guidance and care. His professional, knowledgeable, and trustworthy approach was well received by all parties involved. I highly recommend Mitesh Patel CPA for your business, tax, and personal financial needs."
Facing a CRA personal tax audit was intimidating, but Mitesh Patel, CPA gave me complete confidence. They acted as my tax representative, managed every detail with CRA professionally, and ensured a fair outcome on my Notice of Assessment review. I felt supported from start to finish—their tax dispute resolution and audit defense services in Canada are exceptional.
We engaged Mitesh Patel CPA to design a holding company structure that optimized our tax position, and the results were exceptional. His expertise in corporate tax planning, intercompany transactions, and trust and estate structuring helped us reduce tax liabilities and protect assets for the long term. Mitesh explained complex strategies in simple terms and ensure full compliance with Canadian tax laws. If you’re looking for tax-efficient corporate structuring in Canada, we highly recommend his services.
As a business owner, I need a team I can trust with the numbers—and Mitesh Patel, CPA and his team delivered beyond expectations. They took care of our accounting and tax filings so we could focus on growing the business. Their advice helped us save money and plan smarter for the future. Professional, reliable, and always available when we needed them. Strongly recommend his services for business accounting, tax planning and compliance.
Client Success Stories
Hire a Cross-Border Tax Specialist
What We Do in This Service
Canada–U.S. Cross‑Border Tax Compliance & Filings
Manage full Canada–U.S. cross‑border tax compliance, including CRA and IRS filings for individuals, corporations, partnerships, and non‑residents.
- U.S. Tax Filing for Canadian Residents (Form 1040, 1040NR)
- Canadian Tax Filing for U.S. Residents
- IRS & CRA Compliance and Representation
- Expatriate Tax Services
- Emigration out of Canada and related tax compliance
Residency Determination & Treaty Analysis
Analyze residency status, tax treaty tie‑breaker rules, and cross‑border tax implications to ensure correct filing positions and avoid double taxation.
rate.
- Tax Residency Advisory
- Canada-U.S. Tax Treaty Application and Relief
- Departure & Arrival Tax Planning
- Non-Resident and Expatriate Tax Services
Non‑Resident Employment Tax Support
Support non‑residents earning employment income in Canada or the U.S. with proper withholding, reporting, and treaty‑based exemptions.
- Non-Resident Tax Filing for Employment Income
- Employer Payroll Compliance for Non-Residents
- Treaty-Based Exemption for Employment Income
- Remote Work Tax Advisory
- EAudit & Compliance Representation
Non‑Resident Business Operations in Canada
Assist non‑resident businesses with tax registrations, permanent establishment (PE) analysis, corporate filings, and cross‑border business structuring.
- Business Advisory, Registration and Tax efficient structure set-up
- Permanent Establishment Analysis
Compliance and Reporting for Non-Resident Businesses - GST/HST, Payroll Compliance
- Treaty-Based Tax Planning
- Cross-Border Transaction Advisory
- Audit & CRA Representation
Non‑Resident Real Estate Tax Reporting
Handle rental income reporting, NR6 and Section 216 filings, withholding tax compliance, and capital gains reporting for non‑resident property owners.
- CRA Clearance Certificate (Section 116)
- Withholding Tax on Property Sale
- Capital Gains Calculation & Reporting
- Rental Income Reporting (S. 216 Election)
- Treaty-Based Tax Relief
- GST/HST Compliance for Real Estate Transactions
- Estate & Gift Tax Planning for Non-Resident Property Owners
Double Taxation Reduction & Strategic Planning
Develop tax‑efficient strategies using treaty benea‑border planning to minimize double taxation.
- Corporate Structuring for Tax Efficiency
- Global Income Structuring
- Expatriate & Cross-Border Tax Strategy
- Foreign Tax Credit Optimization
- Treaty-Based Tax Planning
Top 3 Reasons to Hire Our Cross-Border Tax Services
Dual-Country Expertise
Risk & Compliance Focus
Strategic Tax Planning
Meet The Team
Mitesh Patel
Principal
Sachiv Mehta
Consultant
Mansi Parmar
Staff accountant
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