Canada-U.S. Tax Planning for Move-Year Clients
Premium Canada-U.S. cross-border tax planning and filing for high-income professionals and families.
SK Cross-Border Tax is built for Canadians moving to California or Washington, professionals in Massachusetts, New York, and New Jersey with Canada-U.S. tax overlap, rental-property owners, and dual-resident households dealing with equity compensation, foreign tax credits, and double-tax risk.
Start with a $99 cross-border tax planning consultation.
Focused on individuals, couples, and households with Canada-U.S. complexity.
Especially relevant for California, Washington, Massachusetts, New York, and New Jersey move years.
Designed for planning-first work where payroll, rentals, and equity compensation all matter.
Services
Specialized services for the issues that usually create the biggest tax mistakes.
Planning comes first, then execution. Each service is built around the points where Canada-U.S. move years usually go wrong: departure timing, rental compliance, equity compensation, and foreign tax credit coordination.
$99 Cross-Border Tax Planning Consultation
Entry-point guidance for issue spotting, move-year risk review, and a practical recommendation on what should happen next.
Canada Departure Tax and Treaty Step-Up Planning
Departure date, deemed disposition, asset lists, fair market value support, cost basis, and treaty step-up planning.
Non-Resident Rental Property Compliance
NR6, Part XIII withholding, NR4, Section 216 returns, and the practical workflow for keeping a Canadian rental after leaving.
Cross-Border RSU and Equity Compensation Planning
RSU sourcing, T4 and W-2 reconciliation, California and Washington move-year issues, and double-tax mitigation.
Dual-Country Filing and Foreign Tax Credit Strategy
Canada T1, U.S. 1040 or 1040NR context, state returns, 401(k) coordination, and foreign tax credit ordering.
Common Situations
Common cross-border situations that benefit from early planning.
These are the situations where clients usually need specific planning before filing season makes the facts harder to unwind.
Canadians moving to California or Washington for tech roles
Move-year residency, state sourcing, T4 and W-2 overlap, and stock compensation that does not fit a simple filing template.
Professionals in Massachusetts, New York, and New Jersey
High-income households with Canada-U.S. tax overlap, dual filing exposure, and foreign tax credit coordination.
Families becoming dual-resident during a move year
Residency timelines, filing posture, and keeping both tax systems aligned without overpaying or missing disclosures.
Clients keeping Canadian rental property after leaving
NR6 applications, non-resident withholding, NR4 slips, and Section 216 returns when the rental keeps running after departure.
Employees with RSUs, options, or payroll mismatch issues
Cross-border equity sourcing, employer reporting differences, and avoiding double taxation on compensation.
Households coordinating 401(k), cost basis, and FTC strategy
Planning around treaty step-up, foreign tax credits, and the interaction between Canadian and U.S. retirement and investment rules.
Credentials
Rare cross-border credentials for higher-complexity move-year clients.
Rare cross-border credentials matter when the work involves two tax systems, state exposure, equity compensation, and a move-year filing position that needs to hold up under scrutiny.
Dual CPA in Canada and the U.S.
The advice is grounded in how both systems interact, not just in one-country compliance.
10+ years including Big Four experience
Complex move-year facts, cross-border payroll, and filing strategy are handled with institutional-level rigor.
Mandarin and English
Clients can work through technical questions in the language that makes the details easier to understand.
5-star Google rating
Clients consistently describe clear communication, responsive guidance, and a calmer process for complex cross-border issues.
Read the public review profile for an outside view of the client experience.
View Google reviewsProcess
A clear path from consultation to strategy to filing.
Start with a focused consultation, then move into deeper planning only when the facts call for it. The first step stays simple: book the $99 consultation and clarify what matters most.
Book a $99 consultation
Use the first session to clarify residency, timing, compensation, rental, and filing issues before anything gets assumed.
Get scoped strategy if needed
If the facts are more complex, the next step is scoped planning and a clearer strategy before implementation begins.
Move into filing and implementation
Once the filing posture is clear, the work moves forward with a more organized path to preparation and completion.
Contact
Start with a $99 consultation, then email if you need to share context first.
Book a consultation when you want direct planning guidance, or email first if you want to outline your situation before the call.
Email us directly
contact@skadvisorsca.comMandarin and English. Built for Canada-U.S. move-year tax planning and filing.