Resolving Your USA &/or Canada Tax Concerns

Overview

Located 4 blocks north of Yonge and Eglinton in midtown Toronto, North American Tax Services assists individuals with cross-border (U.S. and Canada) tax issues.  Such tax issues, may include both immigration and emigration to or from Canada or to or from the United States.  Additional tax concerns that the firm can address may include taxation (and/or tax reporting) of employment income, various forms of compensation, employment related benefits, and reporting of investment income (e.g. capital gains, property income, etc.) in Canada and/or the United States.  In addition, to addressing Canadian and U.S. tax issues, the firm can deal with tax matters for all Canadian provinces and in all states within the U.S.

If you fall in one of the following categories - then we are the right professional accounting firm for you.

a. U.S. citizens residing in Canada, or

b. Canadians residing temporarily or permanently in the U.S.

c. Persons (from a country other than Canada and U.S.) working or residing temporarily for a relatively short duration in either Canada or U.S.  For example, a U.K. or Australian resident moves to Canada (or the U.S.) to accept a one or two-year employment contract.

Our current services, offered to both Canadian and U.S. residents and non-residents (including corporate entities) include tax preparation, tax planning and tax opinions (written or verbal), structuring of transactions and operations, as well as representation before tax authorities.

No Job Too Small

Of course we can also be of help for small matters.  You may merely require, for example, the preparation of a single tax return, in either Canada or the U.S.  If necessary (for example, where you have a relationship with an existing professional firm), we can coordinate the rendering of professional services with another involved firm, to ensure suitable overall service.  Typically, however, we will be engaged to prepare tax returns for an individual or corporate entity in both Canada (all provinces) and the U.S. (state included).

Professionalism / Ethics

New clients of the firm are typically provided with a letter of engagement before professional services are rendered so that they are aware of the services to be rendered (and related terms) and are in agreement with any proposed fee.  Service will commence after you have received, reviewed and agreed (by providing your signature) to terms specified in such engagement letter.  Client meetings are scheduled in advance by prearranged appointments.  In certain instances, where a professional matter is beyond our professional capabilities, we will refer you to an outside firm, to ensure that you obtain suitable service.  

Service for Professional Firms

The firm also provides high-level U.S. and Canadian tax expertise to both Canadian and U.S. professional firms (accounting, law and financial planning firms), where such expertise may not be available in-house.

Reason to Let North American Tax Services Help You

We are both Canadian Certified General Accountants and licensed U.S. Certified Public Accountants, and thus are clearly qualified to render tax services in both countries.  Our firm principal, Joseph Soussan, CGA, CPA, has taken advanced tax courses, typically taken only by accountants who have chosen to specialize in taxation.   The firm’s practice is restricted to Taxation.

 

Services We Provide

 

Benefits in Using Us

 

Principals of the Firm

 

Our Cross-Border Tax Newsletters

 

Do you require a US Tax Identification Number ("ITIN")?

 

Fees re Services Offered

 

Complete a Tax Organizer Before We Prepare Your Tax Return(s)

 

Who is Required to File a Tax Return in the United States?

 

Who is Required to File a Tax Return in Canada?

 

Visit Our Office - Directions to Our Office & Yonge Eglinton Area Map

 

Links to Essential Internet Sites

 

Contact Information:

North American Tax Services / Joseph Soussan, CGA, CPA (USA)
2510 Yonge Street, Suite 322A
Toronto, Ontario, M4P 2H7
Tel: 416-489-4829
Fax: 253-276-1420

Email: jsoussan@usatax.ca