Simplify your life Relieve stress Enjoy peace of mind
with tax notice resolution
Receive support from a skilled team of professionals who specialize in managing tax notices and audits, allowing you to focus fully on your life.
Expert audit assistance with Protection Plus
Confidence in Every Tax Filing
Our $1 Million Tax Audit Defense™ gives you the extra confidence you deserve when filing your tax returns. Not only will you have a tax professional you can rely on to file your taxes, but you'll also know you can count on them if any issues arise with the State or IRS.
Leave Tax Worries to Us
We help you reclaim valuable time. With an entire tax audit defense department at your service, you can focus on growing your business and spending more time with your family. If you receive a tax notice, our team of experienced CPAs will step in to find a resolution. Yes, we even handle the hold time with the IRS so you don’t have to.
Stay Relaxed, We've Got it
Why stay coveredwith M7?
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We will assist you if you experience problems with filing your tax return due to a suspected tax fraud incident by interacting with the IRS on your behalf.
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We will also help complete all required paperwork for submission to the IRS. To prevent future incidents, we can help you obtain an IRS Identity Protection PIN.
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Protection Plus offers assistance to those who owe tax debts to the IRS. When additional taxes, penalties, and interest are assessed, working with the IRS can be a confusing and stressful experience.
Your tax audit defense team
Marcos Lopes
PCP - Founder and CEO
Matthew Lopes
Co-Founder and CFO
Adnan Khan
CPA, FCCA - Virtual CFO
Carla Cristiane
Accounting Manager
Kevin Lopes
Accounting Manager
Martin Zilz
Senior Accountant
Ravi Gautam
Senior Accountant
Alan Inacio
Accounting Manager
Marco Aurélio
Accountant
Wendel Almeida
Bookkeeper
Bhawesh Bisht
Bookkeeper
John Watson
Bookkeeper
Daniel Gonçalves
Bookkeeper
Marcel Canhada
Bookkeeper
Rodrigo Genz
Developer
Denilson Roberth
Marketing
Need Help with Protection Plus? 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.
Every M7 tax return is covered by Protection Plus. If a legitimate error is made by our preparer during the filing of a tax return, Protection Plus will reimburse the taxes, penalties, or interest.