Cross-Border Tax Services

 

It has never been easier to make the world your marketplace, with more individuals than ever choosing to work and live abroad. However, this requires people and businesses to comply with changing taxes and regulations in various countries.

At Davis Martindale, our Cross-Border Tax Services will solve your global challenges and worry about the “red tape” of operating across borders, so that you can focus on growing your business and enjoying your international lifestyle.

Contact our team today to discuss your unique situation

DFK Logo

As a member of DFK International, our team is able to leverage the expertise of a worldwide network of tax professionals to provide a comprehensive plan for your change in residency that addresses the tax requirements for Canada, the U.S. and any other country that you may be moving to or from.

Our Services

Canadian International Tax Services

Whether you are moving to Canada, leaving Canada or perhaps investing at home or abroad, our team can help you navigate their complex rules of international tax and make sure that your new adventure starts on the right foot.

Our services include:

  • Tax Planning for Immigration
  • Tax Planning for Emigration
  • Non-Resident Investing in Canada
  • Canadian Investing Abroad

> Find out more about our Canadian International Tax Services

U.S. International Tax Services

With the world’s largest economy at your doorstep, a U.S. expansion is impossible to resist. Our Cross-Border Team is skilled in U.S. and Canadian tax and can help you prepare an effective tax plan for your U.S. venture.

Our services include:

  • Becoming Tax Compliant
  • Tax Planning for Immigration and Emigration
  • Tax Services for Snowbirds
  • Doing Business in the U.S.

> Find out more about our U.S. International Tax Services

 

“Great things in business are never done by one person; they’re done by a team of people.”

~ Steve Jobs

Cross-border tax team

Our Team

 

Mike Koenig - Cross-Border Tax Partner

   Michael Koenig 

Partner, Cross-Border Tax Services

FCPA, FCGA, CFP

mkoenig@davismartindale.com  519.673.3141 ext. 1226

 

 

Michael is currently in his 31st year of public practice and focuses on USA and International cross-border tax compliance, planning and preparation. He achieved his CGA designation in 1984, Certified Financial Planner designation in 2000 and was honoured by being awarded the Fellow (FCPA & FCGA) distinction for his achievements and contributions in his career and the community and exceptional service to the accounting profession in 2019. Michael joined Davis Martindale as a partner in 1999 after many successful years running his own independent practice, he specializes in a wide spectrum of client business, tax and accounting services. He is an expert in financial tax and planning support for owner-managed businesses, personal and corporate tax planning and preparation, and cross-border tax compliance.

Michael holds a position on the DFK International Tax Committee where he represents Canada in discussions on emerging international tax issues. He is active on the Board of Directors for St. Joseph’s Health Care Foundation in London, Ontario and is Vice Chair of the Operations Committee.

 

 

 

 

 

Justin Hoffman - Cross-Border Tax Partner

Justin Hoffman

Partner, Cross-Border Tax Services

CPA, CA, CPA (Illinois), CFP, TEP

jhoffman@davismartindale.com  519.673.3141 ext. 1219

 

 

Justin joined Davis Martindale in 2012. He practices in the areas of international tax and estate planning with a focus on Canada-U.S. cross-border taxation.  Justin’s practice focuses on developing innovative solutions to tax and estate planning needs of individuals and businesses working and living in Canada and abroad.

His excellence in the areas of financial, tax and estate planning have been demonstrated by his receipt of the Gerald W. Owen Book Prize for the Top Standing in the 2015 STEP Diploma program and as a Finalist for the International Award for Young Practitioner of the Year 2016. Justin supports the next generation of tax professionals through teaching Canadian income tax at Kings University in London, ON and volunteering in the grading of the Financial Planning Standard’s Counsel’s final examinations. He has also spoken at many events on cross-border estate planning and on the future of the profession and regularly participates in U.S. Canadian tax development discussions as a member of DFK Canada’s tax committee.  Justin was awarded Top 20 Under 40 in 2019.

 

 

 

 

Nadia Circelli - Cross-Border Tax Manager

   Nadia Circelli 

Manager, Cross-Border Tax Services

CPA, CGA, Enrolled Agent

ncircelli@davismartindale.com  519.673.3141 ext. 1264

 

Nadia joined Davis Martindale in 2004 and is a key member of the Cross-Border Tax Services team bringing nearly 15 years of experience advising clients on a range of tax and accounting issues.

As the manager of the Cross-Border Tax Services Team, Nadia leverages her wealth of experience in Canadian and U.S. corporate and personal tax to guide our team in identifying and satisfying the tax needs of our international clients.  Nadia takes pride in helping our clients navigate the complexities of international tax to allow them to focus on growing their businesses.  She is also the person to call if you have a tax problem to be solved or want to know what to look out for when expanding to a new jurisdiction.

 

We would welcome the opportunity to discuss your unique needs

Contact our professionals directly or reach out to our client liaison, Candice Lisk.
clisk@davismartindale.com or .519.673.3141 ext. 1293

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