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Moving to Canada from Florida – Should I keep our investments with our US broker?

Cross Border Tax

September 22, 2023

Moving to Canada from Florida – Should I keep our investments with our US broker?

Question

Hi Phil,

I’ve been an avid reader of your blog for years and have found your insights on cross-border tax matters invaluable.… Read more...

How to get an ITIN for a US investment account as a Canadian?

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

September 18, 2023

How to get an ITIN for a US investment account as a Canadian?

It’s very common for Canadians to receive an inheritance from a US relative. In these cases some of the inheritance might come in the form of regular investment accounts or retirement accounts such as IRAs or ROTH IRAs.… Read more...

Tax withholdings on RRSP withdrawal to Italy

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

September 18, 2023

Tax withholdings on RRSP withdrawal to Italy

Question

Dear Phil,

I hope this email finds you well. I wanted to follow up on the message I left on chat and provide more context about my situation and inquiries.

Moving to BC, what to do with investments and pending retirement?

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

September 7, 2023

Moving to BC, what to do with investments and pending retirement?

Question

Hi Phil, we are members of your Americans in Canada Facebook page and will be moving to Victoria BC in the next few months.… Read more...

US Social Security Payments to Canadian

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

June 2, 2023

Question

Hello Phil

I have very much enjoyed watching your You Tube episodes…very informative and helpful! Thank you so much!… Read more...

Does the Tax-Free First Home Savings Account (FHSA) work for Americans in Canada?

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

May 23, 2023

Does the Tax-Free First Home Savings Account (FHSA) work for Americans in Canada?

There has been lots of chatter in the Canadian financial press about the new Tax-Free First Home Savings Accounts (FHSA) that are currently being rolled out throughout Canadian financial institutions.… Read more...

Moving to Vancouver from the US, need help with investments and future inheritance

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

February 13, 2023

Moving to Vancouver from the US, need help with investments and future inheritance

Question

I got your name from XXXXX and you seem to be the perfect person to help me. Please let me know how I can book some time in with you soon as I would like to take care of this as soon as I can.… Read more...

Moving to Canada? Make this mistake and you might pay Canadian tax on stock losses

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

February 3, 2023

Moving to Canada? Make this mistake and you might pay Canadian tax on stock losses

How is it possible that someone would pay Canadian taxes on stock losses? Well, it absolutely is…

Under Canadian tax law, when individuals move to Canada (section 128.1(1)) their worldwide assets (excluding some specific type of Canadian assets) are “deemed to be disposed” and “reacquired” at the fair market value on the day they become a Canadian tax resident.… Read more...

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Client Reviews

Hutcheson & Co

5.0

Based on 40 reviews

review us on

Chris Stooksbury

16:00 22 Apr 20

They have been doing my taxes for 5+yrs. Excellent service and great value. Phil, Tony, Brent & team are highly... recommended.read more

Jane Marquet

14:26 01 Apr 20

As a small US company periodically doing business in Canada, we needed an accounting firm familiar with non-resident... business filings. Hutcheson & Co has been helpful every step of the way. They are professional, timely, and so nice to work with. I recommend them highly!read more

gail hazlehurst

18:45 28 Mar 20

They are the best tax consultants and tax preparation company I have ever worked with! They are both very professional,... incredibly efficient and very warm and friendly. They always take as much time as a client needs to understand and be educated on their tax situation.read more

Deborah Rutman

15:55 28 Mar 20

Phil Hogan and his team have been doing my US taxes for several years and I have been fully satisfied with their... services. Phil is very knowledgeable about cross-border filings and responsive in his communication. I would recommend Phil without reservation.read more

E And g

23:34 27 Mar 20

Hutcheson has been taking care of my corporate filings in the USA for many years. They process everything quickly,... correctly and with kindness. Highly recommend.read more

Patricia Aldworth

19:32 15 Jan 20

I met with Tony Theaker regarding cross-border tax issues. Not only was he extremely helpful but his knowledge and... easy demeanor immediately put me at ease. He is a true professional. Tony and I initially talked on the phone -- for which I was not charged -- and then met to continue the interview. He was fully prepared for our meeting with an outline and notes of my particular situation. He was able to provide advice and information that I would not have been able to find on my own. Subsequent to our meeting, he has been most generous in answering my questions by email. I believe Tony enjoys his work immensely which is reflected in his friendly and open approach to his clients. I could not recomment him more highly.read more

Kurt Loewen

17:57 27 Oct 19

Great advice and super nice people. Highly recommended!

Gord Taylor

11:48 29 Sep 19

This is the place for you. It doesn’t matter who you are, what you do, or what you make...just do yourself a favour... and walk in this office. It was a few years ago for me, but I can vividly recall the sincere welcome I received, then the respectful inquiry regarding the nature of service I sought, followed by an immediate introduction to my new accountant. I was lucky enough to be assigned Mr. Ammo Baines. In the beginning it was just a meeting with another accountant, well-dressed, polite, professional and knowledgeable, but as our relationship went on, throughout 4 income tax seasons, my confusing past sources of income, a house purchase (with revenue suite), substantial medical expenses, intellectual property royalties, precious metal investing, divorce and finally, small corporate business assistance, Mr. Baines and all of Hutcheson’s associates accomplished bigger and better results each year, proactively seeking me out whenever timely action was required or important opportunities came up.I’ve now worked with many of the professionals at Hutcheson and can only conclude that it must be part of some charter for the organization’s leadership and business model to produce, encourage and nurture associates and partners of only the highest level; inspired, charismatic, diplomatic, and brilliant with all types of affairs (income tax, small business, corporate, financial advice or just planning)It was like no other professional service with which I’ve ever signed, a pleasure and relief for me and my familyread more

Connected Box

01:34 14 Feb 19

Late on a wednesday evening well after business hours Phil took the time to answer several questions I had. He was very... clear and concise and gave me a lot clarity to ensure I incorporate correctly. Thanks again Philread more

Chris Rowthorn

23:31 03 Jan 19

I can heartily recommend Hutcheson & Co for those with cross-border (US-Canada) tax issues. Phil and Doug are prompt,... professional and knowledgeable. I have complete confidence in their abilities and their filings are seamless and perfectly executed. If you're an American citizen residing in Canada, I strongly suggest having them handle both your American and Canadian filings.read more

See All Reviews

Phil Hogan, CPA, CA, CPA (CO)

Moving to Canada from Florida – Should I keep our investments with our US broker?

Question

Tax withholdings on RRSP withdrawal to Italy

Question

Moving to BC, what to do with investments and pending retirement?

Question

Does the Tax-Free First Home Savings Account (FHSA) work for Americans in Canada?

Moving to Vancouver from the US, need help with investments and future inheritance

Question

Is the 2024 Biden budget proposal dead on arrival?

Moving to Canada? Make this mistake and you might pay Canadian tax on stock losses

House committee releases 845 page report on January 6th attack on the Capital