Cross-border tax planning

Moving between Canada and the U.S.? Guidance on departure tax, exit tax, relinquishing U.S. citizenship, and the filings that follow.

Who this is for

People relocating Canada ↔ U.S.

Move-year or dual-year planning before/after a move

Anyone considering U.S. citizenship relinquishment who needs tax implications explained first

Cross-border tax planning Services

GEM Solutions focuses on Canada–U.S. cross-border tax questions for individuals and families. We help you understand what information matters, what may need attention, and how to take the next step.

Standard cross-border Canada-U.S. Consultaion

Starts at 

$ 650

Standard cross-border Canada-U.S. tax Consultation

 

  • Canadian departure tax / deemed disposition awareness

  • U.S. exit / expatriation tax awareness where relevant

  • Residency timing for both countries

    Which returns you need in the move year and after

  • Tax advice only — immigration/legal citizenship steps stay with your counsel.

Complex cross-border Canada-U.S. Consultaion

Call for a customized quote 

 $250 / hour CAD

Complex cross-border Canada-U.S. tax returns

 

  • Review of your Canada–U.S. move timeline, residential ties, work arrangements, immigration status, and key move-year facts.

  • Canadian residency and departure-tax awareness

  • U.S. residency, move-year filing, and continuing U.S. tax-obligation awareness

  • U.S. expatriation-tax awareness 

How it works

Discovery Call

Step 1

Book a free 15-minute call to discuss your cross-border tax situation. We'll assess your needs and provide a tailored quote.

Documentation

Step 2

Submit your documents through the secure client portal and we'll review everything needed to get your file set up.

Preparation & Filing

Step 3

We gather the relevant information and review your Canada–U.S. tax situation before a focused one-hour consultation.

Welcome to GEM Solutions Chartered Professional Accountant

Address: Calgary, AB

Phone: 403-879-6168

Email: info@gemsolutions.ca

Hours: Mon–Fri, 8 a.m.–5 p.m. MT

Contact us

Book a 15-minute discovery call. We confirm fit and next steps before any engagement.