Individual & Business Tax Planning
Tax returns can sometimes seem like only compliance requirements. However, we don’t simply run your numbers and check boxes. We use this as an opportunity to spearhead discussion of other key organization topics, facilitate conversations regarding financial issues that are important to you, and grow a relationship that allows us to help you achieve your goals.
For more than 35 years, we’ve been helping individuals and businesses in the United States and Canada through the maze of tax, management and operational issues encountered when expanding across the border. It can feel messy sometimes, so we’ll just put it simply: if you have a deeply complex tax scenario involving Canada and the U.S., we’re a good fit for you. And while our expertise is in the U.S.-Canada treaty, we love other countries, too!
State & Local Tax
Did you know that, in Kansas, riding a balloon that’s tethered to the ground is subject to the amusement tax? Of course not. And we don’t want you to know that or the hundreds of other State and Local tax nuances that exist. Multistate operations require a deep understanding of the tax landscape in each location, including sales, use, income, franchise and gross receipts. That’s our job.