... TAX • Electronic Filing • Rapid Refund Loan • IRS Representation • Offers in Compromise • Business Income Taxes • Personal Taxes • Quarterly Taxes • Payroll Taxes • Sales Taxes ACCOUNTING • Monthly Books • Strategic Planning • Quick Book Set Up • Accounting Programs FINANCIAL PLANNING • Retirement Calculations • Insurance Analysis • IRA Calculations • Estate Planning

... We assist individuals and businesses looking to move, retire or invest in the US or Canada. Most of our clients are Canadians that have or are looking to retire in the US. We prepare both US and Canadian income tax returns. We also provide financial planning advice to Canadians looking to move to the US.

... Tax preparation and planning services for individuals with cross-border assets and transactions. Matters handled include preparation of foreign financial account reports, returns for foreign trusts and controlled foreign corporations, dealings with the IRS on income tax and foreign activity reporting issues.

... Keats, Connelly and Associates, LLC is an affiliated organization with Cross Border Tax and Financial Services, Inc., both of which serve US/Canadian cross-border clients in providing financial planning and tax planning/preparation services. We offer our clients specific expertise for handling their international complexities.