Taxation in the U.S. for Canadians

We’re here to help.

Are you a snowbird and fly south for the winter?

Proper planning will help you avoid the Internal Revenue Service’s net. Eventhough you may consider yourself to be a resident of Canada, if the number of days you spend in the U.S. exceeds a certain threshold, you may be viewed as a U.S. resident. The U.S. Internal Revenue Service uses several factors to determine whether an individual who spends part of the year in the U.S. is a resident of the U.S. for U.S. income tax purposes.

If you meet the substantial presence test in any given year, you’re automatically considered a U.S. resident for U.S. tax purposes. Even though you may also be a Canadian resident and pay Canadian taxes, U.S. residency would subject you to U.S. tax and filing requirements based on your worldwide income.

At HerrickGlobal, we can give you peace of mind that comes with knowing you will not face the unknown alone. Our highly trained advisors can handle all of your tax filing needs quickly and efficiently. Schedule an appointment today - we look forward to meeting you!