Canada & US
Tax help when your life crosses the Canada-US border.
Tax help for individuals and small businesses with ties to Canada, including questions for people moving between Canada and the US. James is based in the Waco area and works across Central Texas and remotely.
Who this is for
This is a straightforward place to start if your tax life touches both countries. People often reach out when they are:
- Moving from Canada to the US, or back again.
- Living in one country and still have income, family, or accounts in the other.
- An individual, family, or small business that needs help making sense of the next step.
How James can help
James can answer questions and offer advice for people moving between Canada and the US. He also provides tax preparation, planning, and bookkeeping when those apply. Tell him your situation when you get in touch, and he will walk through the next step with you.
Good to know: please don't include Social Security numbers, SINs, bank details, or tax documents in the form. James will tell you a safe way to send them. He aims to reply within one business day.
Start with the guide
Canadian and US tax forms, side by side.
A plain-language side-by-side of Canadian and US tax forms and terms: T4 vs W-2, RRSP vs IRA, CRA vs IRS, and more. Read it online or download the PDF checklist.
Good to know: the guide is general information to help you find your way around the paperwork. It isn't tax advice, and rules and amounts change. Every situation is different, so ask James before making decisions, especially in the year you move.
Related help
Questions people often ask
Is the guide tax advice?
No. It is a general guide to help you find your way around the paperwork. Rules and amounts change, and every situation is different, so ask James before making decisions, especially in the year you move.
I am not in Texas. Can I still ask?
Yes. James works remotely, as well as with people in the Waco area and across Central Texas.
What documents should I bring?
The guide can help you see how forms and terms line up. After you reach out, James will tell you a safe way to send what he needs. Please don't include Social Security numbers, SINs, bank details, or tax documents in the website form.
Good to know: please don't include Social Security numbers, SINs, bank details, or tax documents in the form. James will tell you a safe way to send them. He aims to reply within one business day.