🌎
Fully Virtual
Work with us from anywhere in Canada or the United States
⚖️
Dual-licensed CPA
Licensed in both British Columbia, Canada and California, USA
CANADA–U.S. TAX ADVISORS
Your Cross-Border
CPA Partner
Specialized cross-border tax advisory for individuals & businesses operating between Canada and the United States.
Clarity. Structure. Peace of mind.
📍
100+ Cities Served
Serving clients across Canada and the U.S. year-round
Dual Licensed CPA
- Charted Professional Accountant (BC)
- Certified Public Accountant (California)
- Licensed Public Accountant (Ontario)
Trusted by:
- Cross-border professionals
- Dual-resident families
- U.S. citizens in Canada
- Canadian founders expanding to the U.S.
Virtual advising, from anywhere
- 100+ cities served
- Year round advising
About McHugh cross-border tax
A Rare Combination of Canadian & U.S. Expertise
James McHugh is a dual-licensed cross-border CPA, holding his Chartered Professional Accountant designation in British Columbia, Canada, and his Certified Public Accountant license in California, United States.
James has built his practice entirely around cross-border taxation. His experience spans personal tax planning, business structuring, cross-border strategies, and more. He helps clients optimize their tax positions, comply with regulations in both countries, and make informed financial decisions.
Working with James means more than seasonal tax support - you gain a trusted advisor available year-round to help you plan strategically, answer your questions, and simplify the complexities of cross-border finances. All of your accounting and tax needs under one roof.
What we do
Comprehensive Cross-Border Advisory
We cover every dimension of your Canada–U.S. tax and accounting needs - from personal filings to complex corporate structures.
Tax Planning & Compliance
Navigating dual tax obligations with precision, from residency determinations to FBAR and T1135 filings.
-
US & Canadian domestic tax planning
-
FBAR, FATCA & T1135 reporting
-
Tax residency & immigration analysis
-
US ITIN / tax ID applications
-
IRS Streamlined Filing Program
Business & Corporate
Structuring, expanding, and operating cross-border businesses — from incorporation to ongoing compliance.
-
Cross-border entity structuring
-
Foreign subsidiary establishment
-
Remote employee & contractor management
-
US & Canadian operations compliance
Tax Preparation
Accurate preparation of all return types - individuals, corporations, partnerships, and trusts in both countries.
- T1 & Form 1040 personal return
- T2 & Form 1120 corporate returns
- Partnership & trust tax preparation
-
Complex cross-border structures
Asset & Wealth Management
Managing cross-border assets, retirement accounts, and estate considerations with care and precision.
-
Non-Canadian investment portfolio accounting
-
Retirement asset transfers to Canada
-
US estate & gift tax preparation
-
Foreign asset reporting
Cross-Border Real Estate
Expert guidance on real estate transactions that cross the border - whether buying, selling, or renting.
-
Sale/rental of US property by Canadians
-
Canadian real estate for non-residents
-
Certificates of Compliance
-
Foreign tax credit optimization
-
Cross-border investment accounting
Assurance Services
Compilation, review, and audit engagements for businesses that require third-party financial assurance.
-
Compilation engagements
-
Review engagements
-
Audit services
-
Financial statement preparation
How WE work
Our Process
A straightforward four-step process designed to make cross-border tax simple, even when it isn't.
04
ADVISORY
Tax planning doesn't stop at filing. We're available year-round to answer questions, plan ahead, and adapt to your changing needs.
03
IMPLEMENTATION
We gather your information, prepare your filings, and keep you informed throughout. Everything is handled virtually and securely.
02
ENGAGEMENT
We assess your needs and provide a custom quote. Pricing reflects complexity, objectives, and time required. We aim to be transparent and fair.
01
DISCOVERY
We start with a conversation to understand your situation, goals, and cross-border exposure. No obligations, just clarity.
Built for Cross-Border Lives & Businesses
Whether you live, work, invest, or operate on both sides of the Canada–U.S. border, we have the expertise to help.
🇨🇦
Snowbirds, dual citizens, Canadians with US investment accounts, rental properties, or employment income south of the border.
Canadians with U.S. Ties
🏗️
Canadian companies expanding into the US, US companies entering Canada, and businesses with remote employees or contractors across the border.
Cross-Border Businesses
Who We Serve
🇺🇸
US citizens and green card holders residing in Canada who must file with both the IRS and CRA — a uniquely complex situation we navigate daily.
U.S. Citizens in Canada
📈
Business owners structuring cross-border entities, investors managing real estate or portfolios in both countries, and founders navigating cross-border compensation.
Entrepreneurs & Investors
The People Behind the Practice
Each team member brings focused expertise curated to meet the needs of cross-border clients.
James McHugh
Founder — CPA (BC) · CPA (CA)
James is a dual-licensed cross-border CPA with his CPA designation in British Columbia and his CPA license in California. He has built his practice entirely around cross-border taxation, helping individuals and businesses optimize their tax positions across both countries.
OUR TEAM
Trevor Hoyland
Principal — Audit Lead, CPA (ON)
Trevor is a Chartered Professional Accountant and Licensed Public Accountant in Ontario. Drawing on managerial experience at a global accounting firm, he brings extensive expertise in audits and assurance across a broad range of businesses.
Natalia Manchak
Staff Accountant — CPA Candidate
Natalia is a detail-oriented professional currently enrolled in the CPA program. With experience in bookkeeping and financial reporting, she brings a strong foundation in managing financial records and supporting client engagements.
Let's Discuss Your Situation
Tell us about your cross-border tax needs and we'll get back to you promptly.
EMAIL
info@mchughcrossbordertax.com
CANADIAN OFFICE
519–694–3205
US OFFICE
949–740–6380
LOCATION
100% Virtual
Kelowna, BC
Orange County, CA
We typically respond within 1–2 business days.
Credentials
Charted Professional Accountant (BC)
Certified Public Accountant (California)
Licensed Public Accountant (Ontario)
GET IN TOUCH