What We Do

Full-Service Tax, Accounting & Business Support

From day-one business formation to year-round compliance, our advisors handle the financial and regulatory work so you can focus on running your business — across the USA and Canada.

Business Registration

Entity formation, registration, and tax ID setup handled correctly the first time, in any state or province you operate.

  • Entity formation (LLC, corporation, sole proprietorship)
  • State and provincial registration
  • EIN / Business Number setup
  • Registered agent services

Tax Preparation

Accurate federal, state, and provincial tax filing for individuals and businesses across the USA and Canada.

  • Federal, state & provincial filing
  • Individual and business returns
  • Year-round tax planning
  • Audit support and representation

Accounting & Bookkeeping

Clean, reconciled books every month, giving you a clear picture of cash flow and financial health.

  • Monthly bookkeeping & reconciliation
  • Financial statement preparation
  • Cash flow reporting
  • Cloud accounting software setup

Payroll Services

On-time payroll processing, tax withholding, and filings that keep your team paid and your business compliant.

  • Payroll processing & direct deposit
  • Tax withholding & remittance
  • T4 / W-2 year-end filings
  • Multi-state/provincial compliance

Business Consulting

Strategic guidance on structure, growth, and financial decisions from advisors who know your industry.

  • Growth & structure strategy
  • Financial forecasting & budgeting
  • Virtual CFO services
  • KPI tracking & reporting

Compliance & Annual Filings

Annual reports, franchise taxes, and regulatory deadlines tracked and filed so nothing slips through.

  • Annual report filings
  • Franchise tax compliance
  • Regulatory deadline tracking
  • Renewal & license management

Need U.S. or Cross-Border Tax Help?

Dedicated support for Americans in Canada, dual citizens, and expats navigating both the IRS and CRA.

Learn More

Get In Touch

Not sure which service you need?

Tell us where you're at and where you're headed. A dedicated advisor will follow up within one business day.

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