Moving to Canada with IRA, ROTH IRA and Investments to retire

Cross Border Investments

September 20, 2021

Moving to Canada with IRA, ROTH IRA and Investments to retire

Question

Hi Phil

My wife is a member of your Facebook group and she thought you would be the perfect person to talk to with respect to our situation.… Read more...

US Tax Return for American in Canada with SS Benefits

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

September 2, 2021

US Tax Return for American in Canada with SS Benefits

Answer

Hi XXXXX

Thanks for the email. Given the length of your email I won’t be able to address all the issues below, however I’ll do my best to summarize some thoughts below:

Software for US citizens living in Canada doesn’t really exist.

5 Options for Canadians with US IRAs- Expat Tax Podcast

Crossing the 49th Podcast

Phil Hogan, CPA, CA, CPA (Colorado)

February 10, 2021

5 Options for Canadians with US IRAs- Expat Tax Podcast

On episode #5 of the Expat Tax and Financial Planning Podcast we discuss some options for Canadians holding US IRA accounts.… Read more...

Moving with Family and Daughter to Quebec from Texas

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

February 1, 2021

Moving with Family and Daughter to Quebec from Texas

Question

Hi Philip,

First let me thank you for your very informative “Americans Living in Canada” FB group. I learn a lot by reading through the posts – this is useful to me as my family is going to relocate to Canada (from Texas) and I started the immigration process.… Read more...

Inherited IRA from Brother in Texas

Cross Border Investments

Phil Hogan, CPA, CA, CPA (Colorado)

January 18, 2021

Question

My husband and I live in a small town in rural Canada. In 2019 my husband’s brother, who lived in Texas, passed away and left my husband as beneficiary of an IRA account.… Read more...

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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

Moving to Canada with IRA, ROTH IRA and Investments to retire

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Answer

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Moving with Family and Daughter to Quebec from Texas

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Inherited IRA from Brother in Texas

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