Cross-Border Taxation

Expanding across borders or managing international tax obligations introduces complexity and presents opportunities. Whether you’re a Canadian resident with foreign income, a non-resident investing in Canada, or a business with cross-border operations, we help you stay compliant while optimizing your global tax position.

HW Partners offers personalized guidance on the rules, risks, and planning opportunities associated with cross-border activity. With a deep understanding of Canada–U.S. tax treaties and global reporting requirements, our team helps individuals and businesses avoid surprises and make smart, compliant decisions.

Our Cross-Border Tax Services Include:

Canada–U.S. Tax Planning

We assist dual citizens, cross-border families, and businesses with tax filing, treaty application, and structuring strategies.

Inbound & Outbound Investment Structuring

We advise Canadians investing abroad and non-residents investing in Canada on efficient and compliant structures.

Departure & Residency Planning

We help clients manage the tax implications of moving into or out of Canada, including deemed dispositions and reviews of residency status.

Cross-Border Withholding & Reporting

We provide guidance on withholding obligations, tax remittances, and reporting for cross-border payments and services.

Why Clients Choose HW Partners for Cross-Border Tax

  • Expertise in both Canadian and U.S. tax rules and treaties
  • Trusted partnerships with cross-border legal and tax professionals
  • Support for both individuals and owner-managed businesses

Meet the Team Behind Our Cross-Border Tax Services

We guide clients through cross-border complexities with insight, structure, and personalized attention wherever you’re coming from or going.

We help clients navigate the tax realities of living, earning, or doing business across borders—with clarity and no guesswork.

~ Michelle Bouchard, Partner

Let’s talk about how to simplify your cross-border tax obligations and protect your position.