Tax & Accounting

KeatsConnelly provides income and estate tax preparation services to its full service private client, cross-border and investment clients. For our discerning clients, we offer full service US and Canadian tax planning and preparation that is fully integrated with our other services to ensure that our clients achieve superior overall financial results including after-tax investment returns, coordinated cash and foreign exchange management, and full financial strategies that optimize tax savings along with the other financial aspects of a cross-border lifestyle.

If you are interested in cross-border tax services without seeking a full coordinated service approach, we do not offer tax-only services.

Cross-Border Tax & Accounting is a referral partner and is not affiliated with KeatsConnelly. We suggest that you visit their website at www.cbta.net if you are interested in pursuing tax-only services.