It can be tough to find a competent cross-border tax professional to help with cross-border tax issues and filings, or a financial planner that is licensed both in Canada and the US.
I’ve compiled a list of some of the most well respected and knowledgeable cross-border professionals in Canada. If you are not on this list and think you should be, please email me at firstname.lastname@example.org and we can chat about including you.
If you are a prospective client and need some guidance on your tax or financial planning issues please feel free to email me at email@example.com and I’ll do my best to find you someone that can help. You can also complete our intake form here to allow me to better direct your request.
Cross-Border Tax Accountants
Katelynn Minott, CPA
Daniel Gray CPA
Toronto Ontario, Canada
Cross-Border Financial Planners and Investment Advisors
Canadian immigration lawyers
Canadian Cross-Border Tax Lawyers