We provide consulting and tax compliance for U.S. and Canadian individuals, U.S. corporations, partnerships, S-Corps and estates. We work with both individuals on their needs and other accounting firms and their cross border clients.

About Us

Our Team

Steve, Maha, Bozena and Nina are here to take care of your cross-border tax needs. Maha is an IRS enrolled agent with over 24 years experience in U.S. and Canadian tax. Bozena and Nina provide prompt administrative services.

Testimonials

  • "We are happy to recommend Steve for his tax advice. As a dual US and Canadian citizen, my wife's US tax situation has been difficult to unravel, and Steve's advice has always been on-the-money, succinct and practical.”

    Ross and Chris Connell

  • “I have worked with Steve Sherman for over 15 years and found him to be professional and  knowledgeable. He has provided timely service with  excellent recommendations to minimize the tax exposure to my clients over the year.”

    Ira Eisen, CPA

  • “I regularly outsource any US tax planning needs whenever any of my Canadian clients require it to Steve and Steve has always provided great advice promptly.”

    Mark Maric, CPA, CA

  • “I have worked with Steve Sherman for my 
cross-border accounting needs, while residing in the US and now in Canada, over the  20 years. Steve has been a supportive, reliable partner and I would highly recommend him for any dual citizen looking for an excellent accounting services.”

    Wendy Gold