CPAs, CA & Advisors · Houston & Toronto
Clarity in every number, on both sides of the border.
Tax, accounting, audit, and cross-border advisory for founders, businesses, and families navigating two tax systems.
Tax Planning & Compliance
Proactive federal, state, and provincial filings — personal and corporate, with deadlines tracked all year.
Audits & Assurance
Independent audits, reviews, and compilations that build investor confidence.
Accounting & Bookkeeping
Clean monthly ledgers, close processes, and reporting you can trust.
Cross-Border Tax
US–Canada residency, treaties, and repatriation strategy.
Business Advisory
Forecasting, structuring, and CFO-level guidance as you scale.
US ↔ Canada
One firm. Two tax codes. Zero gaps.
Most firms pick a border. We file and advise on both, coordinating US and Canadian positions so a move, an investor, or a new hire never leaves a surprise on the other side.
- · Residency tests, treaty relief, and dual filings as one plan
- · Intercompany loans, FX, and foreign reporting kept defensible
- · A single close that reconciles across both jurisdictions
Client Trust
What founders & families say
Let’s map your next filing season.
A 30-minute intro call — no pressure, just a clear picture of where you stand.