Form 1040 preparation
U.S. individual income tax returns for Americans living in Canada or the United States.
1040 · 1040-NR · FBAR
U.S. tax returns, wherever you live
U.S. tax preparation for Americans living in Canada or the United States, and non-residents with U.S. filing needs. Based in Vancouver BC, CUC Cross Border CPA helps you understand the work your situation requires.
Enquire about this serviceA U.S. return built around your circumstances.
You may be an American settled in Canada, a taxpayer living in the United States, or a Canadian with U.S. income. We start by reviewing your circumstances and identifying the returns and reporting forms involved.
HOW WE CAN HELP
What we can handle for you.
Form 1040-NR preparation
Non-resident U.S. income tax returns where your circumstances require a filing.
FBAR assistance
Help preparing foreign bank account reporting when required, with the scope identified in your quote.
Filing in both countries
Coordination of Canadian and U.S. returns, including a review of applicable foreign tax credits and reporting needs.
We confirm the services, required documents, and fee before work begins.
MOVING FROM THE U.S. TO CANADA
Understand what your move means for your U.S. assets.
We offer tax consultations for individuals and families moving from the United States to Canada. We help you assess when Canadian tax residency may begin and how your U.S. assets could be treated for Canadian tax purposes once you become a resident.
Your consultation can cover U.S. investment accounts, real estate, IRAs, 401(k) plans, Roth IRAs, and interests in U.S. businesses, LLCs, or trusts. We review the potential Canadian treatment of income, withdrawals, and future sales, along with relevant treaty provisions, foreign tax credits, and reporting requirements.
We also help identify arrival-date valuation records to retain, differences between Canadian and U.S. tax treatment, and any elections or planning steps to consider before your move. The advice is tailored to your assets, citizenship or immigration status, and planned move date.
Enquire about a U.S.-to-Canada tax consultationGetting your records ready.
We will confirm the records needed after discussing your situation. These may include prior U.S. and Canadian returns, income slips, investment statements, residency and travel details, and foreign account information where relevant.
Please use the inquiry form for general questions only. We will explain how to provide records after discussing your engagement.
Questions about this service.
Does living in Canada end my U.S. filing obligations?
Not necessarily. U.S. citizens generally remain subject to U.S. tax rules on worldwide income while abroad. Whether a return is required depends on your circumstances.
Do you work with Americans living in the United States?
Yes. Our U.S. return preparation services are available to Americans living in either Canada or the United States.
Can you prepare a 1040-NR?
Yes. We prepare Form 1040-NR for non-residents with U.S. filing requirements. We review your circumstances before confirming the appropriate return.
Is FBAR preparation included?
Your quote will state whether FBAR preparation is included and identify any other reporting forms priced separately.
What if I have missed several years?
We can review your history and assess whether the IRS Streamlined Filing Compliance Procedures may be appropriate. Eligibility depends on the facts; relief is not automatic.
Further reading: IRS guidance on filing while living abroad.
CONTACT US
Let's talk about
what you need.
Tell us a little about your situation and the services you're looking for.
CUC Cross Border CPA
info@cpacuc.com
Based in Vancouver BCServing all of Canada and the United States
Send your inquiry here and include your email address so we can get back to you.