Emily Lo, CPA, CGA, CPA (WA)

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Services

U.S. TAX SERVICES

CANADIAN TAX SERVICES

  • U.S. full-year resident income tax returns

  • U.S. non-resident income tax returns

  • U.S. dual status part-year income tax returns

  • State income tax returns

  • Exit or entry consultation to discuss U.S. tax implications on moving to or leaving the U.S.

  • U.S. Estate and Gift tax returns

  • Form 114 Report of Foreign Bank and Financial Accounts

  • Form 5471 Information Return of U.S. Persons With Respect to Certain Foreign Corporations

  • Form 3520 Annual Return To Report Transactions With Foreign Trusts (including RESP and certain other registered accounts) and Receipt of Certain Foreign Gifts

  • Form 8621 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
  • Canadian full-year resident income tax returns

  • Canadian non-resident tax returns (nonresident T1, S216 rental, NR4, NR6)

  • Canadian part-yer departure or arrival income tax returns

  • Exit or entry consultation to discuss Canadian tax implications on moving to or leaving Canada

  • Form T1135 Foreign Income Verification Statement

  • Form T1142 Information Return in Respect of Distributions from and Indebtedness to a Non-Resident Trust

  • Form T1134 Information Return Relating to Controlled and Not-Controlled Foreign Affiliates

  • Canadian T3 Trust Income Tax and Information Return

  • Canadian T2 Corporation Income Tax Return

  • Canadian T4 Statement of Remuneration Paid
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