Why us?

The Cross-Border Financial Difference

Virtual/online services

At Cross-Border Financial, our aim is to simplify the tax return preparation process for our clients. As an online/virtual firm, we assist clients located anywhere! When you work with us, your tax needs are taken care of without the need for travel time.

We utilize the very latest technology including, including an app that works with a Mac, mobile phone, or PC. Our app automatically retrieves information for our clients from hundreds of financial institutions in the US.  Our workflow provides our clients with “big-firm” quality services and a “small-firm” level of support.

Specialized Expertise

We don’t just handle cross-border, immigration, and emigration tax issues from time-to-time. Assisting immigrants/emigrants with Canadian, or US cross-border tax issues is our specialty! We know you value having an expat-focused accountant in charge of your US taxes, and we aim to fulfill that need. All returns are reviewed by a US CPA and IRS Enrolled Agent, as well as a Canadian CPA, CA.

Security

Confidentiality and security are our priority. Our documents are shared using bank-level 256-bit encryption – the highest level of security available.  Using a highly technological infrastructure allows us to provide both convenience and flexibility to meet our clients’ needs.

Integrity

We’re honest in our views and we aim to take a stand on the issues that are important to you. This means we aim to take a stand for what is right at all times and in all circumstances.

Transparent pricing

Our pricing structure is transparent and simple. We make it easy for you to estimate the cost of our service prior to completion.

We go the extra mile

Our business model has been designed so that our focus is on you. Whether it’s taking the time to understand your concerns, or inform you of an important matter, we take a client-service approach to assisting our clients.

Waste No More Time

Get started on your US or Canadian tax service!
Get Started

Virtual/online services

At Cross-Border Financial, our aim is to simplify the tax return preparation process for our clients. As an online/virtual firm, we assist clients located anywhere! When you work with us, your tax needs are taken care of without the need for travel time.

We utilize the very latest technology including, including an app that works with a Mac, mobile phone, or PC. Our app automatically retrieves information for our clients from hundreds of financial institutions in the US.  Our workflow provides our clients with “big-firm” quality services and a “small-firm” level of support.

Specialized Expertise

We don’t just handle cross-border, immigration, and emigration tax issues from time-to-time. Assisting immigrants/emigrants with Canadian, or US cross-border tax issues is our speciality! We know you value having an expat-focused accountant in charge of your US taxes, and we aim to fulfill that need. All returns are reviewed by a US CPA and IRS Enrolled Agent, as well as a Canadian CPA, CA.

Security

Confidentiality and security are our priority. Our documents are shared using bank-level 256-bit encryption – the highest level of security available.  Using a highly technological infrastructure allows us to provide both convenience and flexibility to meet our clients’ needs.

Integrity

We’re honest in our views and we aim to take a stand on the issues that are important to you. This means we aim to take a stand for what is right at all times and in all circumstances.

Transparent pricing

Our pricing structure is transparent and simple. We make it easy for you to estimate the cost of our service prior to completion.

We go the extra mile

Our business model has been designed so that our focus is on you. Whether it’s taking the time to understand your concerns, or inform you of an important matter, we take a client-service approach to assisting our clients.

Waste No More Time

Get started on your US or Canadian tax service!
Get Started