Non-Resident with US residence

This is our specialty, you will find our checklist to get started below.

Rental residence

• Name
• Date of Birth
• Full Address
• Marital Status
• US SSN or ITIN
• 2020 US tax return (if applicable)
• Number of days present in USA in 2019, 2020 and 2021
• Rental Income and Expenses
• If you do not have a US SSN or ITIN. We will also need the following information to prepare your SSN request form
  • Scan or picture of passport
  • Canadian SIN
  • Phone Number

Sale of a residence

• Name
• Date of Birth
• Full Address
• Marital Status
• US SSN or ITIN
• 2020 US tax return (if applicable)
• Number of days present in USA in 2019, 2020 and 2021
• Information regarding Sale of House
  • Settlement Statement of Purchase
  • Settlement Statement of Sale
  • 8288-A or other form if money withheld
  • Other expenses and/or improvements
• If you do not have a US SSN or ITIN. We will also need the following information to prepare your SSN request form
  • Scan or picture of passport
  • Canadian SIN
  • Phone Number

Don't hesitate to reach out for any reason that would require you to file a US tax return. 
As experts in the field of US taxation, our commitment is to help you regardless of your situation.
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Just contact us to get things started.