U.S. Tax & Services
U.S. Personal Tax Preparation (1040NR & 1040)
Canadians often face U.S. filing requirements when earning rental income, working temporarily in the U.S., selling U.S. property, or meeting substantial presence rules. WIS Accounting, Tax & Advisory Inc. prepares Form 1040NR for non-residents with U.S.-source income and Form 1040 filings for Canadians who are U.S. citizens or tax residents. We apply the Canada–U.S. Tax Treaty, coordinate foreign tax credits, and ensure your filings are accurate, compliant, and optimized. Our cross-border expertise provides clarity and confidence for Canadians navigating the U.S. tax system.
U.S. Corporate Tax Preparation (Form 1120)
Many Canadians hold U.S. real estate through a corporation for liability protection or financing purposes. WIS Accounting, Tax & Advisory Inc. prepares Form 1120 for Canadian-owned corporations with U.S. rental properties or other U.S.-source income. We handle income reporting, depreciation, expense treatment, and treaty-based considerations to ensure full compliance while minimizing unnecessary tax exposure. Our approach helps Canadian owners maintain a clean, efficient structure for their U.S. investments.
Foreign Bank Account Reporting (FBAR – FinCEN Form 114)
Canadians who are U.S. citizens, green card holders, or U.S. tax residents must report their Canadian financial accounts when balances exceed U.S. thresholds. WIS Accounting, Tax & Advisory Inc. prepares FBAR filings by identifying reportable accounts, gathering required information, and submitting FinCEN Form 114 accurately and on time. We help clients avoid costly penalties and maintain full compliance with U.S. foreign reporting rules.
U.S. Business Registration (Florida State)
WIS Accounting, Tax & Advisory Inc. assists Canadians in establishing a U.S. business presence through Florida state business registration. We support entity selection, state filings, EIN acquisition, and foundational compliance requirements. Whether forming an LLC or corporation for rental property, consulting, or investment activities, we ensure your Florida entity is structured correctly and aligned with both U.S. and Canadian tax considerations.
EIN & ITIN Application Services
WIS Accounting, Tax & Advisory Inc. assists Canadians who require U.S. tax identification numbers for real estate transactions, rental income reporting, business formation, banking, or IRS compliance. We prepare and submit Employer Identification Number (EIN) applications for Canadian businesses and support individuals with Individual Taxpayer Identification Number (ITIN) applications when a U.S. filing requirement exists.
As an IRS-authorized Certifying Acceptance Agent (CAA), WIS can verify identity documents in-house and submit ITIN applications directly to the IRS. This eliminates the need to mail original passports, reduces processing delays, and provides a secure, streamlined experience for Canadians. Our ACCA and CFE-level documentation standards ensure applications are accurate, complete, and fully compliant with IRS requirements.
Beneficial Ownership Reporting (BOI – FinCEN Corporate Transparency Act)
WIS Accounting, Tax & Advisory Inc. assists Canadians who own U.S. LLCs or corporations with mandatory Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act. Most U.S. entities formed by Canadians must file a BOI report with FinCEN, and failure to comply can result in significant penalties. We help clients determine filing requirements, identify beneficial owners, verify identity documents, and submit accurate reports through the FinCEN system.
U.S. Withholding, Reporting, and Compliance
Canadians investing in the United States face a unique set of IRS withholding and reporting requirements. WIS Accounting, Tax & Advisory Inc. provides a complete compliance solution for Canadians with U.S. rental properties, U.S. real estate sales, U.S. investments, or U.S. business structures. Our service ensures that all required forms, elections, and treaty positions are properly prepared and filed, helping you avoid unnecessary withholding, reduce tax exposure, and maintain full compliance with IRS rules.
We assist with the documentation required to reduce or eliminate withholding on U.S.-source income, including W-8BEN, W-8BEN-E, and W-8ECI filings. For Canadians selling U.S. real estate, we manage FIRPTA withholding requirements and prepare Form 8288-A to support the recovery of excess tax withheld. When treaty benefits apply, we prepare Form 8833 to document your position clearly and accurately. For Canadians operating through a U.S. LLC, we handle Form 8832 tax classification elections to ensure the entity is treated appropriately for U.S. tax purposes. We also interpret and reconcile 1042-S slips issued by U.S. payers and prepare the required 1040NR filings to report income correctly.
This integrated service provides Canadians with a streamlined, end-to-end approach to U.S. withholding and reporting obligations, ensuring accuracy, compliance, and peace of mind across all cross-border activities.
