How to Find and Work with a Cross-Border CPA | 🇨🇦 🇺🇸 – Ep.25


On episode #25 of Crossing the 49th Podcast, we discuss How to Find and Work with a Cross-Border CPA.


Extended Summary of the Podcast: In this insightful episode, host Phil Hogan provides valuable tips on finding and working with a cross-border tax accountant. Phil emphasizes the importance of seeking professional help early, especially if you’re planning to move to Canada or need cross-border tax advice.

Key takeaways from the episode include:

Start Early: The best time to engage a cross-border accountant is in the fall, as many are wrapping up their busy tax seasons and can take new clients.
Finding an Accountant: Use resources like Google to find local cross-border tax firms. Phil highlights the importance of getting into a firm’s system early to avoid the rush during tax season.
Engagement Letters: Once you’ve identified a potential accountant, securing an engagement letter ensures you’re officially in their system for the next tax year.
Following Directions: Phil stresses the importance of thoroughly reading and following the instructions and checklists provided by your accountant, to streamline the process and ensure efficiency.

Phil also touches on the challenges and high demand in the cross-border tax industry, advising listeners on how to build a successful relationship with their tax professional.

For personalized advice or questions, reach out to Phil directly at

Stay tuned for more episodes and insights from “Crossing the 49”!

#CrossBorderCPA #TaxPlanning #CrossingThe49thPodcast #PhilHoganInsights

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Disclaimer: The information contained in this Podcast and YouTube video is for information purposes only and should not be construed as tax or financial planning advice. Tax and financial planning rules change from year to year and the information contained within may be outdated. Ensure to engage an experienced and competent tax and financial planner to help you with your tax and financial planning needs.


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