The Cross Border Tax & Accounting, LLC (CBTA) web site is limited to the dissemination of general information pertaining to its tax advisory and preparation services, together with access to additional financial and investment-related information, publications, and links.  Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as our solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized financial or investment advice for compensation, over the Internet.  CBTA specializes in tax planning and preparation of U.S. and Canadian taxes.  CBTA does not provide financial planning or investment related services or advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to this web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CBTA or from any other professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to this website, to release and hold harmless CBTA, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from CBTA.

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.  We assume no liability or responsibility for any errors or omissions in the content of this website.

This website is provided on an “as is” and “as available” basis.  Use of this website is at your own risk. We and our suppliers disclaim all warranties.  Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties.  We do not control, evaluate, endorse or guarantee content found in those sites.  We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them.  Your use of such sites is entirely at your own risk.

Social Media Policy

All social media sites including, but not limited to, the Cross Border Tax & Accounting, LLC (CBTA) Blog, Facebook, LinkedIn, Google+ and Twitter pages are open to the public.  People “following” it may include employees, family members and clients.  By “following” the page, no person is explicitly or implicitly endorsing or recommending CBTA, or any of its employees or services. Those sites may provide tax or related information, but not individual tax advice.  Its content is not based on knowledge of any reader’s individual needs or circumstances.  The tax strategies mentioned are not suitable for all investors.  Any mention of investment strategies, products, services or returns is not intended as a recommendation.  Past returns are not indicative of future results and investors should not assume that any investment will be profitable.

Cross-Border Series
Our cross-border series books are tailored to specific issues Canadians have when moving to, living in or investing in the US.