Cross-border Corporate Strategic Complete
Tax and Accounting
Do you have a Canadian company and do business with the US or do you have a company in the US and do business with companies in Canada? Our expert cross border tax accountants will help you find the way to pay less tax and grow your business.
Trusted by industry leaders:
Cross-Border Tax and Accounting Solutions
Cross-border corporate tax and accounting involves managing international regulations, transfer pricing, and tax treaties to optimize compliance and minimize risks. It ensures efficient global operations and tax strategies.
Your Trusted Partner in Expert Tax Strategies
We have the expertise to advise companies on inbound and outbound tax matters, including overseas investments, international operations, cross-border transactions, global tax rates, and business restructuring.
Why Are We Located in Canada’s Financial Hub?
We are strategically positioned in the Toronto region, which generates 50% of Ontario’s GDP. Our international tax accountants help you navigate cross-border tax issues, ensuring compliance and optimizing your tax strategies.
Why Hire a Cross-border Tax Accountants?
Nowadays, more so than before, cross-border taxation has become an important issue for every business and entrepreneur with a cross-border presence. This is especially the case for Canadian businesses who have expanded (or looking to expand) to the US given its market potential and proximity to Canada.
Expertise in Multiple Tax Systems
When expanding into the US, a Canadian business needs more than just US tax advice. A cross-border tax accountant understands both Canadian outbound and US inbound tax implications, ensuring your expansion is structured to avoid unexpected tax consequences.
Mitigate Risk
Non-compliance with cross-border tax and reporting requirements can result in hefty penalties in both Canada and the US. A specialist ensures all necessary forms are filed on time, protecting your business from costly fines.
Improve Profitability and Cash Flow
A tailored cross-border tax strategy can optimize your business’s structure to enhance profitability, improve cash flow, and manage global tax costs effectively.
What We Offer
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IRS Streamlined Filing Program
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US and Foreign Reporting in Canada
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US State/Gift Tax Preparation
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Tax Consulting
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Compliance and Planning
US citizens and green card holders are required to file their tax returns annually. However, many individuals are unaware of this obligation and face hefty penalties for non-compliance. The IRS provides a program to help these taxpayers get back on track. A cross-border tax expert can guide them through the process and ensure compliance.
Both the IRS and CRA require individuals to report financial account information, including bank, brokerage, retirement accounts, and mutual funds. Corporations in both the US and Canada must file a Foreign Bank Account Reporting (FBAR) form. Our cross-border tax specialists will identify your specific needs and ensure full compliance with these reporting requirements.
US and non-US citizens who work, live, or own property in the United States may be subject to estate or gift tax regulations. The tax implications vary based on the individual's residency status or domicile choice, making it crucial to understand the potential tax consequences.
A cross-border tax specialist can assist with complex Canadian and US tax issues that, if mishandled, could lead to significant consequences. Whether it's corporate restructuring, estate planning, or cross-border compliance, our experts provide comprehensive support to navigate these challenges.
Citizens living in or outside Canada, the US, or non-US residents may face compliance challenges, including tax returns, personal or corporate trusts, estate filings, or objections with the CRA. These issues often require careful planning to ensure proper compliance. Our accountants can assist with unaudited financial statements, personal tax returns, and filing notices of objection to keep you on the right track.
Cross-Border Tax Accounting Challenges
Withholding Tax on International Payments
We help businesses effectively navigate the complexities of withholding tax on international payments, ensuring full compliance with local tax laws and successfully avoiding unnecessary penalties.
Currency Conversion and Financial Reporting Standards
Our experts assist in managing currency conversion challenges and ensuring your financial statements adhere to the correct reporting standards, whether IFRS or GAAP, for accurate global financial reporting.
Consolidation of Multinational Financial Statements
We specialize in the consolidation of multinational financial statements, helping businesses align reporting processes across borders while complying with relevant tax and financial regulations.
Audit and Assurance for Cross-Border Entities
We offer audit and assurance services to cross-border entities, ensuring financial statements meet international standards and comply with local and global regulations.
Proximity to Major Financial and Commercial Hubs
Strategically located near key financial and commercial hubs, we provide timely and relevant expertise to clients navigating the complexities of cross-border tax and accounting.
Tailored Solutions for Local and International Clients
We deliver personalized tax and accounting solutions designed to meet the unique needs of both local and international clients, ensuring optimal tax efficiency and compliance.
Industries We Support
The Power of Multinational Corporations
Cross-border tax and accounting services are crucial for multinational corporations, ensuring compliance with diverse tax laws and optimizing global financial strategies. These services manage transfer pricing, international reporting, and tax treaties, reducing risks and boosting efficiency. By navigating local regulations and streamlining complex operations, they help corporations focus on expansion and profitability across jurisdictions.
Professional service firms operating across borders
Cross-border tax and accounting services play a pivotal role in helping professional service firms navigate the complexities of international regulations and compliance requirements. These services ensure that firms remain aligned with ever-changing global tax laws, accurately manage tax filings, and optimize their overall financial efficiency.These services reduce administrative burdens, enabling firms to focus on client services and global growth.
Your Trusted Partner for Cross-Border Tax Excellence
Do not play guessing games with your assets and investments. Seek the help of customer-centric international tax accountants who put your financial needs first (duties and fees).
Professional Guidance for cross border accounting
Help Avoid cross border tax common Mistakes
Reliable and Trustworthy Accounting
Extensive experience in Ontario’s Corporate Tax Landscape
End-to-end support for Accounting and Taxation
YOUR LEADERSHIP TEAM
The team behind our services
At M7 Group, we’re more than accountants – we’re your financial partners. Led by industry experts, we deliver tailored financial strategies for North American businesses, helping you save money and maximize growth each tax season
Marcos Lopes
PCP - Founder and CEO
Marcos Lopes
PCP - Founder and CEO
This vision led to the creation of M7 Group™, a company dedicated to redefining financial management through innovation and personalized support.
Under Marcos’s leadership, M7 Group™ continues to expand its reach, offering expertise paired with cutting-edge solutions like M7 FuturERP™, M7 Figures™, and ProsperX, all designed to help businesses thrive. With an unwavering focus on innovation, efficiency, and client success, Marcos has positioned M7 Group™ as a trusted partner in financial empowerment and business growth across North America.
- Phone:(800) 771-8244 Ext: 101
- Email:marcos@m7tax.com
Matthew Lopes
Co-Founder and CFO
Matthew Lopes
Co-Founder and CFO
My role at M7 is to assist my team and clients to navigate the complex world of entrepreneurship through a proper financial plan, analysis and forecast. This is often achieved through various services, software and team development with each client’s unique needs and goals.
As our firm and team continues to grow, I am constantly learning and finding the best approach to structuring the core principles of a business to flourish return and growth for the foreseeable future.
- Phone:(800) 771-8244 Ext: 106
- Email:matthew@m7tax.com
Adnan Khan
CPA, FCCA - Virtual CFO
Adnan Khan
CPA, FCCA - Virtual CFO
In his professional career, Adnan has worked with a diverse range of clients, especially small businesses, specializing in tax planning, financial analysis. His hands-on experience in managing complex financial portfolios and navigating intricate tax regulations has made him a trusted advisor in the accounting community.
Adnan’s passion for education led him to share his knowledge as an adjunct professor at various colleges in Canada, where he is teaching accounting, business and taxation courses for over a decade. His teaching approach combines real-world applications with theoretical concepts, helping students bridge the gap between classroom learning and professional practice. His dedication to education is reflected in his engaging lectures and mentorship of future accounting professionals.
Adnan’s dual expertise in practical accounting and teaching has positioned him as a well-rounded expert, valued for his ability to provide both practical insights and academic guidance. His contributions to the field continue to influence both his students and peers, making him a prominent figure in the accounting profession.
CPA, CGA (Canada)
CPA (Colorado)
CGMA (USA)
FCCA (UK)
- Email:adnan@m7tax.com
Carla Cristiane
Accounting Manager
Carla Cristiane
Accounting Manager
My experience in finance, working in healthcare offices, coordinating teams, and providing personalized client service has elevated my skills, enabling me to deliver my best at M7 Group™.
- Phone:(800) 771-8244 Ext: 105
- Email:carla@m7tax.com
Kevin Lopes
Accounting Manager
Kevin Lopes
Accounting Manager
At M7 Group™, I oversee payroll services, helping our clients save time and reduce costs. Additionally, I provide support to team members as needed, fostering collaboration and efficiency.
Education
University of Guelph-Humber
Bachelor of Business Administration (B.B.A.), Finance (2014–2018)
- Phone:(800) 771-8244 Ext: 111
- Email:kevin@m7tax.com
Martin Zilz
Senior Accountant
Martin Zilz
Senior Accountant
- Email:martin@m7tax.com
Ravi Gautam
Senior Accountant
Ravi Gautam
Senior Accountant
As a Senior Accountant at M7 Group™, I bring over 3.5 years of expertise in financial planning, analysis, and accounting principles.
I am IFIC-certified and currently preparing for CPA Canada, with a focus on delivering precise financial management solutions and fostering business growth.
Key Expertise:
Financial management, auditing, and budget creation.
Daily financial transaction recording and analysis of organizational finances.
Cost and revenue reporting, forecasting, and budgeting.
Integration of business and finance functions through effective communication.
Skilled in qualitative and quantitative analysis to enhance decision-making.
Proficient in spreadsheet utilization and accounting software, leveraging technology for streamlined processes.
- Email:ravi@m7tax.com
Alan Inacio
Accounting Manager
Alan Inacio
Accounting Manager
As a highly versatile and results-driven accounting professional, I bring over 5 years of experience in managing accounting operations across various tax regimes in Brazil. At M7 Group™, I specialize in delivering comprehensive accounting solutions, ensuring compliance, and fostering team growth.
Key Expertise:
Tax analysis and bookkeeping across all tax regimes.
Preparation and submission of monthly and annual statements.
Accounting entries, financial statements, balance sheet closings, and income statements.
Client consulting and advisory services, offering tailored financial solutions.
Training and mentoring new team members, fostering continuous professional development.
Education MBA in Business Management, UNISUL, Brazil (2015)
Bachelor’s Degree in Accounting Sciences, São José Municipal University Center, Brazil (2012)
- Email:alan@m7tax.com
Marco Aurélio
Accountant
Marco Aurélio
Accountant
- Email:m.aurelio@m7tax.com
Wendel Almeida
Bookkeeper
Wendel Almeida
Bookkeeper
Currently contributing to M7 Group™, I am a strategic and results-oriented professional with expertise in business management, financial operations, and team leadership. With a strong background in retail, finance, and logistics, I excel in developing efficient processes that drive organizational success.
EDUCATION
Bachelor’s in Economics - UEFS (2020–2024)
CERTIFICATIONS & COURSES
Business Management (2018–2020): Specialized in HR, accounting, marketing, and secretariat functions.
Advanced Excel, Intermediate Power BI, and Facebook Ads expertise.
- Email:wendel@m7tax.com
Bhawesh Bisht
Bookkeeper
Bhawesh Bisht
Bookkeeper
At M7 Group Inc., I specialize in leveraging my skills to help businesses achieve financial clarity and sustainable growth. My background includes extensive experience in accounting software, financial data analysis, and preparing detailed financial statements.
Education
Bachelor's Degree in Commerce, specializing in Accounts and Taxation
Computer Diploma
- Email:bhawesh@m7tax.com
John Watson
Bookkeeper
John Watson
Bookkeeper
I specialize in financial management, cash flow, accounts payable and receivable, as well as budget and cost management.
With a strong background in analyzing variations, preparing budgets, and monitoring costs, I excel in managing financial, accounting, and administrative indicators. I also have significant experience in Capex and Opex control, report writing, and supporting strategic decisions.
I hold M.B.A.s in Executive Economic Analysis of Enterprises from UCI and Corporate Finance Executive from FGV, and a Bachelor's degree in Accounting from UNI FMU.
- Email:john@m7tax.com
Daniel Gonçalves
Bookkeeper
Daniel Gonçalves
Bookkeeper
I am an experienced professional currently working at M7 Group™, specializing in bookkeeping, financial analysis, and business growth strategies. My background spans various industries, including automotive, aviation, and technology, with expertise in finance, cost estimation, data analysis, manufacturing, continuous improvement, project management, and tooling and machining.
EDUCATION
Bachelor’s Degree in Business
Administration
Postgraduate in Project Management
Specialization in Data Analysis
Green Belt Lean Six Sigma Certification
Work Experience
Embraer
LG
- Email:daniel@m7tax.com
Marcel Canhada
Bookkeeper
Marcel Canhada
Bookkeeper
Currently contributing to the success of M7 Group™, I bring over 15 years of expertise in accounting, business administration, and financial analysis. My diverse experience spans roles in financial management, strategic planning, and tax compliance, with a focus on delivering tailored solutions to clients.
Key areas of expertise include:
Business plan, balance sheet, and profit-and-loss statement preparation and analysis.
Financial reporting, audits, and tax management.
Proficiency in accounting software, Microsoft Office, and public accountability processes.
EDUCATION
Telecommunications Technician, CEFET-RS, 2002
Bachelor’s in Business Administration, ESPM-RS, 2006
Business Management in Agribusiness, UFPEL-RS, 2009
LANGUAGES
English and Spanish
- Email:marcel@m7tax.com
Rodrigo Genz
Developer
Rodrigo Genz
Developer
Currently, my passion lies in ERP Project Design & Management. I specialize in implementing, training, and managing Odoo-based solutions, helping businesses streamline operations and achieve their goals. Whether it’s designing seamless user experiences or leading complex projects, I thrive on bringing ideas to life and empowering others through technology.
- Email:rodrigo@m7tech.ai
Denilson Roberth
Marketing
Denilson Roberth
Marketing
- Email:denilson@m7tax.com
Need Help with Cross-Border Taxes? Start Here
We help individuals and businesses navigate the Canada-U.S. financial landscape with expert cross-border tax, estate planning, and investment management. Whether you’re an expatriate, multinational, or cross-border investor, our team specializes in strategies to improve tax efficiency, reduce risks, and seize opportunities in both countries.
Yes, you have to file all Canadian taxes that comes under their rules and regulation.
As a citizen of the USA, while working and living in Canada, you may need to file some taxes applicable in Canada.
This is a case-by-case basis and each scenario will be different.
Most often, you will need to pay some taxes in both countries, but it depends on your assets. Regardless, there are a few key things to look out for.
There are 3 Main Tax Issues Impacting Dual US-Canadian Citizens:
– The financial reporting obligations beyond filing taxes for dual US-Canadian Citizens
– The obligations on US border cross-citizen tax-free accounts
– IRS Amnesty Programs for non-compliant US Nationals
You can avoid double taxation by using foreign tax credit. This makes sure that you have previously paid taxes in U.S., and now you don’t have to pay extra. Moreover, your credit cannot exceed the tax amount you paid in other country.
Double taxation is referred to twice the taxes you pay on the same asset or income. For example, residents living in two countries can be taxed twice on their income using the taxation rules of each country.
Global Connections: Tech Startups with International Clients
Cross-border tax and accounting services assist tech startups with international clients in navigating global regulations, ensuring compliance and optimizing tax strategies. By managing international billing, currency exchanges, and cross-border transactions, these services streamline operations, reduce tax burdens, and enhance efficiency. This enables startups to focus on innovation, accelerate growth, and scale globally with confidence.