Expat and Cross-Border Tax Accountant and Financial Planner

Ultimate Cross Border Investment Guide

Cross Border Investments

February 10, 2019

We get a lot of questions regarding inheritances between Canada and the US. Whether it’s a Canadian client receiving an inheritance from a US relative or a US resident receiving an inheritance from their Canadian relatives, the tax intricacies can be significant and difficult to navigate.… Read more...

IRA Distributions for Canadian – Tax Withholdings

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

January 8, 2019

Question

Hi Phil,

Happy Holidays to you!

I would like to check in with you before I decide to go through with a lump sum distribution of a rollover IRA that I still have in the States.… Read more...

FBAR and 8938 Official U.S. Treasury exchange rates for 31 December 2018

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

January 7, 2019

This page has been archived, for a full list of current FBAR exchange rates including rates for prior years please click here.… Read more...

US Doctor Living in Canada with Canadian Corporation and Subpart F Income

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

January 3, 2019

US Doctor Living in Canada with Canadian Corporation and Subpart F Income

Question

I’ve had a terrible year dealing with these new transition tax rules and I’ll be looking for a new cross border accountant once my current accountant gets through the 2017 tax filings.… Read more...

As an American in Canada, should I incorporate my business?

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

January 2, 2019

As an American in Canada, should I incorporate my business?

Question

Hi Phil

I got your email from a client of mine and I hope you can help me sort through some issues.… Read more...

Moving to Canada with Traditional and ROTH IRA accounts?

Cross Border Tax

Phil Hogan, CPA, CA, CPA (Colorado)

January 1, 2019

Moving to Canada with Traditional and ROTH IRA accounts?

We’ve seen a huge number of American’s move from the US to Canada over the last few years. Some suggest this is in part because of the “Trump effect”, however it’s more likely that these individuals had planned for this move as part of their retirement plans regardless of which party controlled the US government.… 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

ROTH IRA disclosures in Canada

Question

Disclosure of ROTH IRA for Canadian

Question

Bitcoin investment and Canadian tax

2019 Federal Budget introduces Advanced Life Deferred Annuities availability for RRIFs

Ultimate Cross Border Investment Guide

IRA Distributions for Canadian – Tax Withholdings

Question

FBAR and 8938 Official U.S. Treasury exchange rates for 31 December 2018

US Doctor Living in Canada with Canadian Corporation and Subpart F Income

Question

As an American in Canada, should I incorporate my business?

Question

Moving to Canada with Traditional and ROTH IRA accounts?