Our Services

Lipton Sugar Inc. provides comprehensive U.S. and Canadian income tax return preparation for individuals, corporations, partnerships, trusts, estates including non resident U.S. or Canadian filing obligations. Our cross border focus ensures proper application of U.S.– Canada treaty provisions, foreign tax credits, residency rules, and sourcing rules that affect reporting requirements on both sides of the border.
We prepare all major federal and state/provincial returns, supplementary schedules, foreign reporting forms, and withholding documentation. Whether you are a Canadian resident with U.S. investments, a U.S. citizen abroad, a company operating across borders, or a non resident with U.S. or Canadian rental or business income, we ensure your filings are accurate, compliant, and fully supported with clear documentation.

Our work includes assisting with residency determinations, analyzing treaty benefits, reviewing withholding requirements, and ensuring clients avoid unnecessary double taxation. We help you meet your obligations while ensuring the return accurately reflects your tax position under both U.S. and Canadian law in conjunction with the Canada–U.S. Tax Treaty.

Operating or living across borders creates unique tax challenges — often involving residency questions, treaty interpretation, multi jurisdiction reporting, withholding tax obligations, and exposure to double taxation. Lipton Sugar Inc. offers strategic cross border tax planning designed to simplify these complexities and position clients for long term success.

We support individuals, businesses and estates/ trusts by reviewing residency positions, analyzing sourcing of income, recommending tax efficient structures, planning for immigration or emigration events, and coordinating planning between U.S. and Canadian tax systems. Planning and filing for U.S. Citizens renouncing their U.S. citizenship is also provided. Our firm develops practical solutions that reflect real world considerations such as payroll, business operations, investment strategy, compensation, and entity structures.

Our goal is to reduce uncertainty, prevent costly errors, and optimize your tax position across both jurisdictions. Whether you’re expanding a business, purchasing U.S. property, moving between countries, or evaluating cross border investments, we help ensure the tax implications are clearly understood and effectively managed.