Cross Border
Accounting
Service Summary
When your financial life crosses the Canada–U.S. border, tax compliance gets complicated fast. At Soberman Goldstein, we specialize in helping individuals, businesses and expats navigate dual tax systems with clarity and confidence.
From U.S. citizens living in Canada to Canadian businesses operating across the border, we coordinate filings, optimize structures, and ensure full compliance with both the CRA and IRS.
We don't just prepare your forms — we plan ahead, protect your interests and help you avoid costly double taxation or reporting errors. With decades of experience in cross-border tax and finance, we help your numbers work together, not against each other.
Process
1. Cross Border Consultation
We start with a deep-dive into your residency status, income sources, investments and business interests. We use this information to clarify which tax rules apply to your situation.
2. Jurisdiction Assessment
Our team reviews all U.S. and Canadian filing obligations, determines tax filing jurisdiction and identifies where we can reduce risk and avoid overlap.
3. Tax Filing
We prepare your CRA and IRS returns in sync — minimizing double taxation and making full use of foreign tax credits, exemptions and deductions.
4. Submission & Planning
Once filed, we provide full documentation and offer long-term cross-border planning support. Whether you're staying, moving, or expanding, we help you structure with intention.
