Form 1040 preparation
U.S. individual income tax returns for Americans living in Canada or the United States.
1040 · 1040-NR · FBAR
U.S. Tax Returns for Americans in Canada
U.S. tax preparation for Americans living in Canada or the United States, and non-residents with U.S. filing needs. Based in Vancouver BC, CUC Cross Border CPA helps you understand the work your situation requires.
Request a U.S. tax preparation quoteA U.S. return built around your circumstances.
You may be an American settled in Canada, a taxpayer living in the United States, or a Canadian with U.S. income. We start by reviewing your circumstances and identifying the returns and reporting forms involved.
Who we help with U.S. tax filings.
We work with U.S. citizens living in Canada, Americans living in the United States, and non-residents who need Form 1040-NR preparation. Tell us about employment, self-employment, pensions, investments, rental property and any business interests so we can identify the work your situation needs.
Usama Chaudhry, CPA, has worked in cross-border tax since 2013. Based in Vancouver BC, CUC Cross Border CPA works with clients across Canada and abroad.
HOW WE CAN HELP
What we can handle for you.
Form 1040-NR preparation
Form 1040-NR returns for individuals classified as non-resident aliens for U.S. income tax purposes who have a filing requirement.
FBAR assistance
Help preparing foreign financial account reporting (FBAR) when required, with the scope identified in your quote.
Filing in both countries
Coordination of Canadian and U.S. returns, including a review of applicable foreign tax credits and reporting needs.
We confirm the services, required documents, and fee before work begins.
MOVING FROM THE U.S. TO CANADA
Understand what your move means for your U.S. assets.
We offer tax consultations for individuals and families moving from the United States to Canada. We help you assess when Canadian tax residency may begin and how your U.S. assets could be treated for Canadian tax purposes once you become a resident.
Your consultation can cover U.S. investment accounts, real estate, IRAs, 401(k) plans, Roth IRAs, and interests in U.S. businesses, LLCs, or trusts. We review the potential Canadian treatment of income, withdrawals, and future sales, along with relevant treaty provisions, foreign tax credits, and reporting requirements.
We also help identify arrival-date valuation records to retain, differences between Canadian and U.S. tax treatment, and any elections or planning steps to consider before your move. The advice is tailored to your assets, citizenship or immigration status, and planned move date.
Explore U.S.-to-Canada tax consultationsGetting your records ready.
We will confirm the records needed after discussing your situation. These may include prior U.S. and Canadian returns, income slips, investment statements, residency and travel details, and foreign account information where relevant.
Please use the inquiry form for general questions only. We will explain how to provide records after discussing your engagement.
How the work proceeds.
1. Identify your filing needs
Tell us where you live, your citizenship or immigration status, the tax years involved and whether Canadian returns are also needed. We review your prior filings and discuss the income and accounts involved.
2. Confirm the scope and records
Your quote identifies the federal return, FBAR work and any additional forms included. We clarify whether state returns or more complex investment, company or trust reporting need separate work.
3. Prepare and review your return
We prepare the agreed filings from your records, discuss questions with you and explain the results and any balance due. We confirm the filing steps and information you need to retain.
4. Coordinate the next filing year
Where both countries are involved, we discuss the Canadian and U.S. work together. If earlier years are missing, we review the catch-up work before treating the engagement as a routine annual return.
Questions about this service.
Does living in Canada end my U.S. filing obligations?
Not necessarily. U.S. citizens generally remain subject to U.S. tax rules on worldwide income while abroad. Whether a return is required depends on your circumstances.
Do you work with Americans living in the United States?
Yes. Our U.S. return preparation services are available to Americans living in either Canada or the United States.
Can you prepare a 1040-NR?
Yes. We prepare Form 1040-NR when your U.S. tax status and income require it. Living outside the United States does not by itself make this the appropriate return for a U.S. citizen; we review your status before confirming the filing.
Is FBAR preparation included?
Your quote will state whether FBAR preparation is included and identify any other reporting forms priced separately.
What if I have missed several years?
We can review your history and assess whether the IRS Streamlined Filing Compliance Procedures may be appropriate. Eligibility depends on the facts; relief is not automatic. Learn about Streamlined filing support.
Can you prepare both my Canadian and U.S. returns?
Yes. We can scope both returns together and review the relevant income and reporting needs across the two countries. See our Canadian personal tax services.
Are state returns and additional information forms included?
Your quote will specify which filings are included. Tell us about previous U.S. states of residence, work locations, business ownership and investments so we can identify additional work before preparation begins.
How much does U.S. return preparation cost?
Fees depend on the tax years, income sources, accounts and additional forms involved. Send a brief description through the form below and we will confirm the scope and fee before work begins.
Further reading: IRS guidance on filing while living abroad.
CONTACT US
Discuss your U.S.
tax return.
Tell us where you live, which tax years you need prepared, and whether you also need a Canadian return.
CUC Cross Border CPA
info@cpacuc.com
Based in Vancouver BCServing all of Canada and the United States
Send your inquiry here and include your email address so we can get back to you.