Professional Financial Services – US & Canadian Taxation
Laurie Zon Professional Corporation is a Canadian-owned-and-operated professional financial services company. We specialize in the intricacies of all aspects of US and Canadian tax laws—from compliance to future planning. Our business is founded on two distinct principles:
For our clients, this translates into first-class private and confidential tax services that meet the highest professional standards and business practices.
- The Integrity of Our People
- The Quality of Our Work
For our clients, this translates into first-class private and confidential tax services that meet the highest professional standards and business practices.
Supporting Individuals & Corporations
Our business provides comprehensive tax preparation and tax filing services for individual and corporate clients in Canada and the United States. This includes partnerships, trusts, and estates. Our expertise and experience dealing with international tax issues help all our clients minimize their present and future tax obligations. Additionally, we offer comprehensive tax advisory services and assistance on all related issues. As a Chartered Professional Accountant (CPA) and Certified Public Accountant, CPA (IL), Laurie is qualified to provide representation to negotiate settlements with authorities at any level in both countries.
Where You Come First
Laurie Zon Professional Corporation is known for prioritizing our clients. You can count on us for private and personalized attention in complete confidence. We provide our clients—both big and small—with the finest customer service available. Count on us to remain accessible and respond to your needs promptly and efficiently. Email or call us anytime to get the conversation started about any tax-related issue in Canada or the United States.
Engagement Letter
A classified engagement letter may be downloaded and printed here. You can then supply us this letter in confidence with all relevant supporting documents. This enables us to review your specific needs, establish service fees, and form the foundation of your docket—a complete record of all correspondence, actions taken, and related communications and filings.
Individuals
We cater to the special personal needs of:
This includes managing the complexities and tax issues for part-time residents in both countries and for those with any income sources generated from their non-resident country. These services are designed expressly for US citizens earning Canadian income and/or Canadian citizens earning US income. We’re the only name you need to remember when it comes to US and Canadian tax preparation services.
- US Citizens Living & Working in Canada
- Canadian Citizens Living & Working in the United States
- Canadian Citizens who Own Property in the United States
- Canadians with US Gambling winnings
This includes managing the complexities and tax issues for part-time residents in both countries and for those with any income sources generated from their non-resident country. These services are designed expressly for US citizens earning Canadian income and/or Canadian citizens earning US income. We’re the only name you need to remember when it comes to US and Canadian tax preparation services.
Corporations
We provide comprehensive tax preparation and filing services for US and Canadian businesses that augment our individual services. This includes work for corporations, partnerships, and trusts that meets the filing requirements of all jurisdictions in both countries. Additionally, our corporate services include, as needed, personal consulting on various tax-related matters (including remuneration and relocation packages) and intricate financial issues (including tax equalization). Corporate clients also rely on us to meet the special needs of employers transferring staff to and from the United States and Canada.
Business & Personal – Cross-Border
We specialize in cross-border tax-related issues for businesses and individuals. These services cover every related subject, including immigration and emigration issues, employment contracts, real estate, and other investments. Additionally, we counsel on all related transit issues that have potential tax implications.
Supplementary Services
Laurie Zon provides a confidential and private tax advisory resource for accountants, lawyers, and their clients in Canada and the US. This value-added service enhances existing professional relationships with a non-competitive resource focused on tax-related issues. For example, in litigation matters where cross-border taxes are at issue, our services may be retained to clarify a case and, if needed, testify in support of a case.
Contact us directly to discuss any of our services and capabilities in more detail. We look forward to supporting you soon.
Contact us directly to discuss any of our services and capabilities in more detail. We look forward to supporting you soon.