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Valoria Consulting | Expertise Beyond Borders

U.S. & Canada Tax Preparation Services

Cross-Border Tax Filing for Individuals & Businesses

File With Confidence on Both Sides of the Border

Living, working, investing, or operating a business between the United States and Canada? At Valoria Consulting, we provide coordinated U.S. and Canadian tax preparation services for individuals, dual citizens, expatriates, and businesses with cross-border tax obligations.

Our tax professionals help clients navigate filing requirements in both countries, understand applicable tax treaty provisions, claim eligible foreign tax credits, and avoid costly reporting mistakes.

Schedule a Cross-Border Tax ConsultationInitial consultation: $350 USD
Smiling woman holding a Canadian flag behind her

Pricing

Individual Tax Preparation

$1,500 USDstarting at

U.S. and Canadian personal tax returns, cross-border income, treaty considerations.

What's included

Business Tax Preparation

$2,500 USDstarting at

Corporate filings, cross-border operations, business income and tax compliance.

What's included

Initial consultation: $350 USD

Comprehensive U.S.–Canada Tax Preparation

Whether you are a U.S. citizen living in Canada, a Canadian resident working in the United States, or a business with operations in both countries, we help coordinate your tax filings.

  • U.S. federal individual returns (Forms 1040 and applicable 1040-NR) and Canadian T1 returns
  • U.S. and Canadian business tax returns
  • Foreign tax credits and tax treaty coordination
  • Foreign Earned Income Exclusion eligibility analysis
  • Cross-border income and investment reporting
  • Foreign bank account reporting (FBAR) and FATCA Form 8938
  • Tax residency and dual-residency analysis
  • Prior-year tax filings and compliance assistance

Our U.S.–Canada Tax Preparation Packages

Individual Cross-Border Tax Preparation

Starting at $1,500 USD

For Americans living in Canada, Canadians living in the United States, dual citizens, remote workers, relocating individuals, and people with income, investments, or property in both countries.

  • One U.S. federal individual income tax return
  • One Canadian personal income tax return
  • Review of income earned in both countries
  • Applicable foreign tax credit and treaty considerations
  • Cross-border filing coordination and electronic filing where eligible

Starting pricing applies to straightforward filings. State and provincial complexities, foreign information returns, investment reporting, and additional tax years may increase the fee.

Get Started With Individual Tax Preparation

Business Cross-Border Tax Preparation

Starting at $2,500 USD

For U.S. businesses expanding into Canada, Canadian businesses operating in the United States, cross-border consultants, entrepreneurs, and companies with international revenue.

  • Preparation of applicable U.S. and Canadian business tax returns
  • Cross-border business income reporting
  • Review of relevant treaty provisions
  • Permanent establishment and tax nexus considerations
  • Foreign tax credit coordination
  • Identification of international information reporting requirements
  • Year-end tax planning recommendations

Business pricing depends on entity structure, activity, bookkeeping condition, jurisdictions, and required forms. Specialized international filings and additional entities are quoted separately.

Request a Business Tax Quote

Who We Help

Americans Living in Canada

U.S. citizens generally remain subject to U.S. federal tax filing rules while living abroad. Canadian residency may create additional Canadian tax obligations.

Read: U.S. taxes for Americans living in Canada

Canadians Living in the United States

Relocation may introduce U.S. residency questions, foreign asset reporting, and Canadian departure tax considerations.

Dual U.S.–Canadian Citizens

Overlapping filing obligations can arise even where foreign tax credits or treaty provisions reduce taxes owed.

Read: Dual U.S. citizen and never filed?

Remote Workers & Cross-Border Professionals

Working for an employer in another country raises questions about tax residency, employment income sourcing, withholding, and treaty relief.

Cross-Border Business Owners

Operating across borders requires attention to corporate taxes, permanent establishment, foreign ownership reporting, and filing deadlines.

Toronto skyline with the CN Tower across Lake Ontario at sunset

Avoid Double Taxation With Coordinated Tax Filing

The Canada–United States Income Tax Convention may help reduce double taxation. Depending on the facts, relief can include foreign tax credits, treaty-based relief, the Foreign Earned Income Exclusion, retirement-income provisions, and residency or income-sourcing coordination. Benefits are not automatic; eligibility depends on the taxpayer’s circumstances.

Additional International Tax Services

FBAR

FinCEN Form 114 assistance for eligible U.S. persons with reportable foreign accounts.

FATCA Compliance

Form 8938 preparation where foreign assets meet reporting thresholds.

Streamlined Filing Compliance

Assistance for eligible taxpayers addressing prior-year U.S. returns and foreign account reporting.

Foreign Investment Reporting

Support for complex foreign investments, PFIC considerations, and Form 8621.

Cross-Border Tax Planning

Planning for relocation, business expansion, investments, and changing residency.

Additional services are quoted separately based on complexity.

Why Choose Valoria Consulting?

  • Coordinated U.S. and Canadian tax support
  • Specialized international tax compliance and treaty considerations
  • Secure, virtual service across borders
  • Solutions for both individuals and businesses
  • Transparent starting prices and customized proposals
Moraine Lake and snow-capped peaks in Banff National Park, Canada

Our Cross-Border Tax Preparation Process

  1. 1

    Initial Consultation

    Discuss residency, income sources, and potential filing requirements. Initial consultation: $350 USD.

  2. 2

    Review & Proposal

    We assess anticipated filings and provide a customized proposal.

  3. 3

    Document Collection

    Upload tax documents securely through our client portal.

  4. 4

    Return Preparation

    Our tax professionals coordinate applicable U.S. and Canadian returns.

  5. 5

    Review & Filing

    Review the returns, obtain authorizations, and coordinate eligible submissions.

Frequently Asked Questions

Do I need to file taxes in both countries?

Possibly. Filing depends on citizenship, residency, income sources, and other factors. U.S. citizens generally remain subject to U.S. filing rules while abroad; Canadian residents may have Canadian obligations on worldwide income.

How much does preparation cost?

Individual cross-border preparation starts at $1,500 USD and business preparation at $2,500 USD. Final pricing depends on forms and complexity.

Will I pay taxes twice?

Not necessarily. Foreign tax credits and applicable treaty provisions may reduce or eliminate double taxation.

Can you prepare both returns?

Yes. Valoria coordinates U.S. and Canadian preparation through its tax team and Canadian filing resources.

Do Canadian accounts trigger an FBAR?

Certain U.S. persons must file when aggregate foreign financial accounts exceed $10,000 USD at any time during the calendar year.

Can you help with missed years?

Yes. We assist with prior-year filings and assess whether streamlined compliance procedures may apply.

Can you handle cross-border business taxes?

Yes. The specific filings depend on entity structure and operations in each country.

Get Expert Help With Your U.S. & Canadian Taxes

Two Countries. One Coordinated Tax Strategy.

Individuals from $1,500 USD | Businesses from $2,500 USD | Initial consultation $350 USD

Schedule Your Cross-Border Tax Consultation

Valoria Consulting | Expertise Beyond Borders. Serving clients throughout the United States, Canada, and internationally.

Schedule a Cross-Border Tax Consultation

Tell us where you live, where your income comes from, and which returns you need. Initial consultation: $350 USD.

We typically respond within one business day.

This form is for consultation requests only. Sales solicitations, marketing inquiries, recruiting pitches, vendor outreach, and promotional messages will not receive a response. Submitting this form does not create a client relationship.

Our Contact Information

Address

301 Bayview Cir, Newport Beach, CA 92660

Phone

Toll-Free: (877) 804-1254
California Office: (949) 703-0737

Mon-Fri, 9am-5pm

Email

Operations@valoriaconsulting.com

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Based in California. Serving U.S. taxpayers worldwide.