Cross-Border & International Tax
Cross-Border & International Tax (Canada–U.S.)
Foreign Asset & Information Reporting
- Foreign Income Verification Statement (Form T1135)
- FATCA reporting (Form 8938)
- FBAR filings (FinCEN Form 114)
- Foreign income and investment reporting
- Compliance reviews for offshore assets
Residency, Departure & Non-Resident Planning
- Canadian residency and departure analysis
- Deemed disposition and departure tax calculations
- Non-resident withholding tax compliance
- Ongoing non-resident tax support
- Cross-border relocation planning
We work closely with our clients to ensure accurate reporting, tax efficiency, and full compliance while minimizing cross-border tax exposure.
Our Approach
Cross-border tax matters require careful coordination between Canadian and U.S. tax systems.
At Blue Ocean Tax, we take a practical, compliance-focused, and proactive approach to ensure filings are accurate on both sides of the border while reducing the risk of double taxation, penalties, and future audits.
We focus on:
- Clear residency and reporting analysis
- Coordinated Canadian and U.S. tax filings
- Accurate foreign income and asset disclosure
- Timely compliance with CRA and IRS requirements
Our advice is tailored to individuals and small, owner-managed businesses, not complex multinational structures.
Cross-border tax success depends on coordination, accuracy, and early planning.
Who We Serve
Our cross-border tax services are designed for:
- Canadian residents with U.S. income, investments, or business activities
- U.S. citizens and residents living in Canada
- Non-residents of Canada with Canadian-source income
- Small business corporations (CCPCs) with U.S. operations or customers
- Owner-managers with cross-border investments or employment income
- Individuals relocating between Canada and the United States
We work exclusively with individuals and small businesses, providing focused and practical solutions for Canada–U.S. tax compliance.
