Confident on Both Sides of the Border.
U.S.–Canada tax for individuals, snowbirds and expats.
From dual filings and treaty positions to FBAR, 8938 and Section 216 returns, we make sure your cross-border tax life is fully compliant and as efficient as possible.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Private Client
Every engagement, considered.
The core of what's included when you engage PAG for cross-border tax.
U.S. and Canadian individual return preparation
Treaty analysis and foreign tax credit optimisation
FBAR (FinCEN 114) and Form 8938 reporting
Section 216 and non-resident landlord filings
Pre-immigration and emigration tax planning
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, filing and reconciling every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
More from our Private Client practice
Personal Tax Returns
Every credit, every deduction, every year.
Learn morePrivate Wealth Planning
Holistic strategy across tax, investment and legacy.
Learn moreFamily Office Services
Centralised oversight for complex family wealth.
Learn moreTrust & Estate Services
Trust accounting, T3s, and estate administration.
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