Resources

We are dedicated to providing helpful resources and information that enrich the lives of our clients and clients’ families. KeatsConnelly is uniquely experienced and skilled in the areas of cross-border financial planning, tax accounting and wealth management. Please give us a call for more information and visit our Resource Center below.

Resources

  • Tax & Accounting
    KeatsConnelly provides expert cross-border tax planning, preparation and accounting for Canadians and US citizens who live, work or conduct business on both sides of the border. Our team is the most experienced and skilled at finding tax saving opportunities in the short-term and long-term. You can trust us to understand your specific situation and to recommend and implement solutions that optimize your financial standing. Contact us for specific ideas on how to optimize your financial position and manage your money.
  • Readings
    If you enjoy reading about Financial Planning, Economics and Investing, here are some excellent books and articles that we recommend. Contact us for our expert advice and for more information tailored to your specific financial situation.
  • Library
    We recommend these sites for useful information on education, taxation, and government agencies. As you have specific questions, please give us a call.  Our library of forms and information are useful to clients who are working with us.
  • Workshops
    Information about periodic educational events in the US and Canada.
  • Border Kit
    How to create a package of important documents to show to the US Customs and Immigration officers, if asked, that will make entering the US as smooth as possible.