U.S. tax services

U.S. Income Tax Returns – Form 1040 & FBAR

Our experts specialize in U.S. income tax returns, including Form 1040 and FBAR filings.

U.S. income tax returns

Our experts specialize in U.S. income tax returns and FBAR filings. We assist U.S. citizens, U.S. residents, individuals with U.S. filing obligations, and taxpayers who may have foreign financial accounts or assets to report depending on their situation.

Services we provide

  • Preparation of the U.S. federal Form 1040 income tax return.
  • Preparation and assistance with the FBAR (FinCEN Form 114), when required.
  • U.S. tax returns for U.S. citizens living in Canada.
  • Coordination of Canadian and U.S. income information.
  • Employment, self-employment, investment and rental income.
  • Capital gains, dividends, interest and other investment income.
  • Prior-year U.S. tax returns and catch-up filings.

Cross-border situations require coordination

Individuals with tax obligations in both Canada and the United States may have multiple filing and information-reporting requirements. We review your situation to identify the relevant forms and coordinate the information needed to prepare your returns.

FBAR and foreign financial accounts

The FBAR is separate from the U.S. income tax return. Depending on your circumstances and the financial accounts held outside the United States, an information filing obligation may apply. We can help determine what information is needed and prepare the filing when required.

Remote service

Our U.S. tax preparation services are available remotely. Contact us for an initial consultation and a quote based on the complexity of your file.

Frequently asked questions

Do you prepare Form 1040 returns?

Yes. We prepare U.S. federal Form 1040 income tax returns based on the taxpayer’s circumstances.

Can you also prepare the FBAR?

Yes. When an FBAR filing is required, we can assist with gathering the information and preparing the filing.

Can you handle prior-year U.S. tax returns?

Yes. We can review missing years and tell you what information is needed to bring the file up to date.