Serbinski Accounting Firms

Update in case useful to others: It bugged me that when I checked daughter's CRA account via "Represent a client" no departure date was shown. So when preparing to visit daughter in UK this summer, I used TurboTax plus hand modifications to produce a printed BC resident's 2021 return for her, with ...

Thanks, exPenn! That's what I wanted to know.

Now I'm trying to call my designated office to apply. The call has gone to dead air - there's no indication of whether or not it's in a queue or in some electronic limbo.

ND, I hadn't heard of Syndesus before. What an excellent business idea.

Thanks, that works. TaxAct seems to have created the new Schedule B and it looks reasonable. Don't think I need C.

Trying to get my 2021 US taxes done, and finding TaxAct seems to be behaving differently from last year.

We received several small interest and dividend slips, 1099-INT, 1099-DIV and Canadian T5s which get entered like a fake 1099-INT.

In the past, I would compute the totals of our (mine and ...

Thanks, everyone, for chipping in. I was actually already aware of most of what people shared - although the fact they shared it, makes me think this thread may be useful to others.

I already have a US bank account (carefully retained when we moved back to Canada), plus accounts in both CAD and USD ...

I'm a dual citizen residing in Canada, and my dad died in December. My sibling and I were named beneficiaries on both dad's TFSA and RRIF. The investment firm where they were held knows I'm a U.S. person. Early this year, I received a half share of each account, with no tax withheld. The estate ...

I attempted to create a 2021 departure return for my daughter, who has been a grad student in the UK for the last few years. She's been filing Canadian returns all along, since she was just in UK on a student visa and the preponderance of her ties were in Canada. However in 2021 her situation ...

I did this in 2016. Moved back to Canada as a dual citizen while keeping my US job remotely. US manager briefly assumed they could just keep my on US payroll, but was quickly disabused of this notion by payroll and HR departments. Luckily the company had/has operations in Canada, therefore it was a ...

US/Canadian dual citizen living in Canada, planning to retire this year and start collecting SS. Looking for advice on getting my SS payments directly deposited to a Canadian bank, vs sending them to our US bank account and then writing checks to move the money to Canada. Spouse is already retired ...

I was checking because I thought it might be considered cricket. Rules about entitlements and taxes sometimes seem odd and arbitrary, and I simply couldn't find any mention of CPP sharing + WEP anyway. I expect you are right because you are generally very knowledgeable.

Note that CPP sharing is not the same as pension splitting. In pension splitting, the pension is all paid to the spouse who earned it; a portion of the income is only attributed to the other spouse on the Canadian tax return. This is clearly just a provision for reducing taxes, not a change to ...

Dual citizen planning to retire next year. My CPP will be larger than my spouse's. I'm considering applying for CPP sharing, which would be modestly helpful for income splitting just with CRA. When applying for Social Security, is it fair to submit my shared CPP amount? That would reduce WEP a bit.

In 2016 we moved back to BC after more than a decade in the US. After much debate, we did bring two cars with us. The export (from US) and import (to Canada) process looked very intimidating, but turned out not to be bad. In retrospect I'm happy with the decision. Unless you want to pay a broker to ...

According to Democrats Abroad Taxation blog, the Get My Payment tool requires a 5 digit US zip code, despite a misleading message that implies non-US postal codes are accepted. Non US codes are not accepted, neither is leaving the field empty, so for those of us who file with our non-US address ...