Firm Profile

Cross Border Tax & Accounting (CBTA) is rare accounting firm; we don’t just specialize in US and Canadian cross tax planning and preparation, it is all we do. What that means to you is that we are a tax firm, we are not auditors, management consultants or any of the other things accountants have gotten into recently. Secondly, all we do is Canada-US tax. Canada-US tax is not one of many services we offer, it is the only service we offer!

Because of our specialization, the principals at Cross Border Tax & Accounting have become recognized experts in assisting clients with Canada-US tax preparation and planning issues. The principals have written five books on the topics of cross border tax and cross border financial planning.

In addition, Cross Border Tax & Accounting has access to all of the professionals and expertise at KeatsConnelly. Those professionals include Canadian Chartered Professional Accountants (CAs), Chartered General Accountants (CGAs), Certified Public Accountants (CPAs), Attorneys, Enrolled Agents (EAs), Certified Financial Planner™ (CFP®) professionals certified in both the U.S. and Canada, and Chartered Financial Analyst (CFA®) charter holders. The tax professionals’ bios are listed on this site. For the entire list of KeatsConnelly bios, visit their website at

Books available from the authors at KeatsConnelly are:

KeatsConnelly also provides a cross border forum where you can post questions to a public forum where you can receive answers from KeatsConnelly professionals and others.

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.