Cross-Border Tax Solutions

We understand that navigating two different tax and legal systems is a complex process.

Whether you are living, working, or investing on either side of the border, Michael Caticchio CPA will help you understand your tax obligations and create a plan that works for you.

Cross-Border Tax Services

We assist clients with virtually all aspects of cross-border tax planning and compliance. Our clients range from professionals, business executives, professional athletes, and individuals, either active or retired, enjoying a cross-border lifestyle.

We offer a full suite of accounting services to solve your cross-border tax issues:

Personal Income taxes Canadian T1-TP1, S 216, S217, American 1040-1040NR
Immigration/ emigration and ex-pat tax compliance and planning issues
Applying the US Canada Tax Treaty as an effective tax planning tool
Foreign Bank Account Reporting
Streamlined Offshore Compliance Procedures
Optimizing the use of the Foreign Tax Credits for Dual filers
Use of Florida Land Trusts and Cross Border Trusts for holding Real Estate in the US
Corporate Income taxes both Canada and US, Subpart F income, GILTI and repatriation
Partnerships and Flow-Through Entities 1065 and K-1’s
Estates and Trusts returns 1041, Estate taxes 706 and 706N
FIRPTA withholding compliance including 8288 preparation for Foreign Real Estate Vendors
1042-S foreign tax withholding on effectively connected income
Foreign partners’ withholding including 8804 and 8805 preparation
PFICS and Trust forms 8621 and 3520