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US Treasuray Department IRS

Revolutionizing Accounting with Technology & Expertise

Cross-Border U.S. Tax

Navigating U.S. tax obligations while living in Canada can be overwhelming—but at ModernAxis, we make it straightforward. We specialize in cross-border tax filing for U.S. citizens, green card holders, and non-residents in Canada. Our services are designed to minimize penalties, ensure full compliance with U.S. and Canadian regulations, and simplify your tax experience every step of the way.

US Treasuray Department IRS

Revolutionizing Accounting with Technology & Expertise

Cross-Border U.S. Tax

Navigating U.S. tax obligations while living in Canada can be overwhelming—but at ModernAxis, we make it straightforward. We specialize in cross-border tax filing for U.S. citizens, green card holders, and non-residents in Canada. Our services are designed to minimize penalties, ensure full compliance with U.S. and Canadian regulations, and simplify your tax experience every step of the way.

US Treasuray Department IRS

Revolutionizing Accounting with Technology & Expertise

Cross-Border U.S. Tax

Navigating U.S. tax obligations while living in Canada can be overwhelming—but at ModernAxis, we make it straightforward. We specialize in cross-border tax filing for U.S. citizens, green card holders, and non-residents in Canada. Our services are designed to minimize penalties, ensure full compliance with U.S. and Canadian regulations, and simplify your tax experience every step of the way.

Cross-Border Tax Filing for U.S. Persons

Cross-Border Tax Filing for U.S. Persons

Tax Planning & Compliance

Tax Planning & Compliance

Comprehensive Accounting

Comprehensive Accounting

Fractional Controller Services

Fractional Controller Services

System Setups & Automation

System Setups & Automation

US Canada Cross Border Tax Calculation
US Canada Cross Border Tax Calculation
US Canada Cross Border Tax Calculation

Who We Help

At Modern Axis, we work with a wide range of clients who face U.S. tax filing obligations:

  • U.S. citizens or green card holders living in Canada

  • Canadians earning U.S.-source income (such as rental or pension income)

  • Snowbirds spending part of the year in the U.S.

  • Canadians investing in U.S. real estate or securities

  • Non-residents with U.S. rental income or dispositions of U.S. property

  • Individuals seeking to correct past non-compliance through voluntary disclosure programs


US Personal Tax Return 1040
US Personal Tax Return 1040
US Personal Tax Return 1040

Cross-Border U.S. Tax Preparation

Navigating U.S. tax obligations while living in Canada can be complex—but we make it simple. We specialize in preparing both U.S. resident (1040) and non-resident (1040NR) returns for Canadians with U.S. tax filing requirements.

Services Include:

  • U.S. 1040 & 1040NR tax return preparation

  • State tax filings for U.S. persons or non-residents

  • U.S. expatriation tax returns

  • Coordination with your Canadian return for consistency

  • U.S. tax advice for cross-border RRSP/RESP/TFSA and mutual fund reporting

  • Advisory for U.S. persons with Canadian private corporations (PFIC, GILTI, Subpart F)



IRS Internal Revenue Agency
IRS Internal Revenue Agency
IRS Internal Revenue Agency

Voluntary Disclosures & Amnesty Programs

Falling behind on U.S. tax obligations? We help you catch up with confidence. Whether you’re filing late or correcting past returns, we guide you through programs designed to reduce penalties and restore compliance.

Programs & Services:

  • Streamlined Filing Compliance Procedures (Domestic & Offshore)

  • Relief Procedures for Certain Former Citizens

  • Canadian Voluntary Disclosure Program (CRA)

  • Expatriation tax filings for relinquishing U.S. citizenship

  • Delinquent FBAR and international form submissions (DIIRSPs & DFSPs)


US Cross-border tax
US Cross-border tax
US Cross-border tax

Annual Information Reporting & Compliance

U.S. persons in Canada often face additional filing requirements beyond just tax returns. We ensure you stay compliant with annual information returns required by the IRS and the U.S. Treasury.

Services Include:

  • Annual FBAR (FinCEN 114) filings for foreign accounts

  • Form 5471 for ownership in foreign corporations

  • T1135 filings for Canadian foreign income verification

An accountant, Alex Ataman, in a polka dot shirt sits at a glass table with an open laptop, engaged in conversation with two people, against a rustic background and lush green plants.
An accountant, Alex Ataman, in a polka dot shirt sits at a glass table with an open laptop, engaged in conversation with two people, against a rustic background and lush green plants.
An accountant, Alex Ataman, in a polka dot shirt sits at a glass table with an open laptop, engaged in conversation with two people, against a rustic background and lush green plants.

Modern Solutions in Accounting, Tax and beyond

Led by Alex Ataman