Helpful Stuff

No fluff, just the tools and guidance you need to tackle cross-border tax challenges head-on.

📰 Articles & Insights

Our latest insights and featured articles tackling the nuances of cross-border tax. From controversial to practical, here's some cherry-picked articles for your consumption.

• Canadian ETF’s and Mutual Funds Are Not PFIC’s.
• How TFSAs Are (Not) Trusts in the USA.
• Reporting US Accounts On A T1135.

📚 Tools & Guides

These resources are here to make life easier. Download plain-language guides, field-tested worksheets, and checklists designed to take the guesswork out of your tax filing.

Books & Guides:

• US Tax Filing in Canada: Tax Season Guide
  A plain-language guide to help navigate the Canada/US cross-border tax filing process. Get the guide here.
• How To File a T2 Short Tax Return - A Field Guide
  Written during a CRA-induced moment of inspiration at a Regina Tim Hortons. Download the e-book here.
• How To File a T2 Tax Return, For Consultants - A Field Guide (Coming Soon)
  A more detailed follow-up, aimed at addressing all the feedback we received from the T2 Short book.

Downloadable Worksheets:

• FBAR Reporting Worksheet (2023 Tax Year)
  Keep your foreign bank account reporting on track. Download it here.
• Self-File Your FBARs
  Prefer to DIY? File your FBAR online here.

🔗 Links

Quick access to the most requested forms and resources, with step-by-step guides where needed

• Authorize Ware Tax PC as Your CRA Representative
  Need step-by-step instructions?
  • For personal taxes, download the guide here.
  • For business taxes, download the guide here.

🤝 Helpful People

Trusted experts we recommend when the problem isn’t tax but intersects with cross-border finance.

• Have a tricky US tax situation?
  Phil Hodgen’s expertise is unmatched. Connect with him here.
• Cross-border investment management?
  Talk to Terry Ritchie’s office. Reach out here.

🛠️ More Tools & Resources

• Need our T1 Onboarding Form? Access it here.

🤝 Meet the Team

• Want to know more about who’s behind the work? Meet the people handling your file.