- Tax PlanningWhether it be Canada/US tax planning and preparation, managing stranded investments in Canada (RRSPs/RRIFs) or the US (IRAs/401ks) or helping you design an estate plan for heirs living in the other country, we can service all of your financial needs in one company... nobody has been doing it longer.
- Tax ServicesTax preparation helps you file your tax returns, with the right tax authorities, within all applicable laws. The main goal is to ensure you are in compliance with all tax authorities so you can sleep well.
- Tax DeductionsAt Transition Financial, if we are involved in your tax planning, we are happy to prepare your taxes. US and Canadian taxes have several differences and of course, each Country has its own laws, tax credits and tax deductions. Our tax preparation experts will ensure that you don’t miss any money-saving deductions or credits and that you pay the least amount of tax you are legally responsible for.
- Income Tax
- Investment ManagementTo profitably provide comprehensive, fee-only financial, tax and investment planning in an expedient manner to our clients that gives them peace of mind when moving between Canada and the US
- Wealth ManagementWe are happy to answer any questions that you may have about our wealth management services. Please contact us to request information. Request Investment Information
- Financial PlanningComprehensive financial planning is “the process in which coordinated, comprehensive strategies are developed and implemented for the achievement of the client’s financial goals and objectives.”
- Retirement Planning
- Long Term CareOur network includes CAs/CPAs, tax attorneys, insurance agents (disability, long-term care, property/casualty, health, life), estate planning attorneys, immigration attorneys, mortgage brokers, government authorities and more.