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Services

Personal tax filing, corporate tax planning, bookkeeping, payroll, and US company formation, for individuals and businesses in the US and Canada.

A tax statement and filing papers beside a notebook
Hands reviewing and signing a document at a table

Individuals and households

Personal Tax Filing

Filing a personal return is rarely just about filling in boxes. Your income, your household and your records all shape what needs to be reported, and the rules differ between the United States and Canada.

We prepare and file your return with a focus on accuracy and compliance, and we explain what we are doing in plain language so you understand your own return.

Whether your income comes from a single employer, several sources or self-employment, you deal directly with the person preparing your return.

  • Preparation and filing of your personal tax return
  • A review of your income information for completeness
  • A check that your return follows the rules that apply to you
  • Clear answers to your questions before and after filing
  • Guidance on which records to keep for next year
Step 1

Gather

You send us the documents we agree on, through a private channel.

Step 2

Prepare

We prepare your return and check it against your information.

Step 3

File and explain

We file the return and walk you through what it says.

Good fit for

  • Employees and self-employed individuals
  • Newcomers and people with income in more than one country
  • Anyone who wants a second pair of eyes on their return
  • Households who prefer a personal, unhurried service

Helpful to have

  • Income slips and statements
  • Last year's return, if you have it
  • Receipts and records relevant to your situation
  • Any letters you received from a tax authority
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Businesses of all sizes

Corporate Tax Planning

Good tax planning happens before the deadline, not after it. We look at how your business is structured and operates so decisions are made with the tax picture in mind.

Our goal is to help you manage your tax position legally and effectively. We do not promise particular savings, because every business is different.

Planning is a conversation, not a one-off form. We revisit it as your business changes, so you are never surprised at year-end.

  • Planning conversations tailored to your business
  • Review of your business income and expense information
  • Guidance on organizing records for year-end
  • Support that fits businesses of all sizes
  • Forward-looking questions to ask before major decisions
Step 1

Understand

We learn how your business earns, spends and is structured.

Step 2

Plan

We talk through options and what each means for your tax position.

Step 3

Review

We revisit the plan as your year unfolds, not just at the end.

Good fit for

  • Small and growing businesses
  • Owners who want to plan ahead of year-end
  • Businesses that need clearer, better-organized records
  • Founders preparing for a change in how they operate

Helpful to have

  • Prior-year financial statements or tax filings
  • Current-year income and expense records
  • A short description of your business and plans
  • Questions you want answered
A laptop with accounting charts and a coffee mug
Hand writing in a notebook next to a laptop

Businesses and the self-employed

Bookkeeping

Tax season is far less stressful when your records are already in order. Bookkeeping keeps your day-to-day numbers accurate so nothing has to be reconstructed at the last minute.

We keep your financial records organized and up to date, and we make them ready for filing and planning.

Clean records also give you a clearer picture of how your business is doing, month by month.

  • Recording and categorizing your transactions
  • Keeping your records accurate and organized
  • Records that are ready for tax season
  • A clear picture of where your business stands
  • A tidy trail of documents if questions arise later
Step 1

Set up

We agree how your records will be kept and shared.

Step 2

Record

We categorize and reconcile your transactions.

Step 3

Report

Your records are organized and ready whenever you need them.

Good fit for

  • Small businesses without in-house accounting
  • Self-employed people with many receipts
  • Anyone catching up on records
  • Owners who would rather not do the books themselves

Helpful to have

  • Bank and card statements
  • Invoices and receipts
  • Any existing bookkeeping files
  • Details of how you currently track your records
A shop owner using a tablet point of sale
Hands joined together in a team huddle

Employers

Payroll Services

Paying people correctly and on time matters, and so does withholding the right amounts. Payroll touches both tax rules and employment standards.

We manage payroll including the calculations, the tax withholdings and compliance with employment standards, so you can focus on running your business.

As your team grows or changes, your payroll arrangements keep pace.

  • Payroll calculations
  • Tax withholdings
  • Compliance with employment standards
  • Support as your team changes
  • Records you can rely on at year-end
Step 1

Onboard

We set up your employees and pay arrangements.

Step 2

Process

We calculate pay and the required withholdings.

Step 3

Keep compliant

We keep your payroll in line with employment standards.

Good fit for

  • Small businesses hiring their first employees
  • Employers who want payroll handled accurately
  • Businesses with staff in the US, Canada or both
  • Teams that want fewer payroll worries

Helpful to have

  • A list of employees and pay arrangements
  • Your pay schedule
  • Existing payroll records, if any
  • Details of your business
A laptop on a clean desk with a plant, ready for online company registration
Two colleagues sketching a business plan on a whiteboard

Founders and business owners

Incorporation & Registration

Starting a US company involves more than filing a form. You need to choose a state and a structure, appoint a registered agent, apply for an EIN and prepare the records that support your business and, later, your bank account.

We help people who live outside the United States and people who live in it. The steps are similar, but the questions, tax filings and banking considerations are different, so we handle each path on its own.

As a tax and accounting practice, we also look ahead to what follows formation: US tax filings, bookkeeping and payroll.

  • Choosing a state and a structure, such as an LLC or a corporation
  • Preparing and filing the formation documents with the state
  • Registered agent and US address coordination
  • EIN application with the IRS (Form SS-4)
  • Operating agreement and company records
  • Guidance on opening a US business bank account
Step 1

Plan

We talk through your goals and choose a state and structure.

Step 2

Register

We prepare and file the formation documents and arrange a registered agent.

Step 3

Set up

We help with your EIN, company records and next steps such as banking.

Good fit for

  • Founders and freelancers who live outside the US
  • US residents starting or restructuring a business
  • Online and service businesses selling to US customers
  • Owners who want formation and tax help from one practice

Helpful to have

  • Proposed company name, with a few alternatives
  • Where each owner lives
  • Owners' names and ownership shares
  • A short description of what the company will do

Incorporation & Registration

Two paths to a US company.

Where the owners live changes the questions, the paperwork and the banking. Choose the path that matches you.

  • A wooden world mapLiving outside the US

    Formation for Non-US Residents

    For founders, freelancers and investors based outside the United States who want to own a US company without moving.

    • Forming a US company without having to live in the US; owners generally do not need to travel for the filing
    • A US registered agent and company address
    • An EIN, which can usually be obtained without a Social Security number
    • Guidance on opening a US business bank account remotely, subject to the bank's approval
    • Help with US filings that may apply to foreign-owned companies, such as Form 5472 for a single-member LLC
    • Coordination with your tax position at home, including Canada

    Rules differ by state, and the bank decides whether to open an account. We confirm what applies before filing.

  • White double doors opening into a bright empty roomLiving in the US

    Formation for US Residents

    For US-based entrepreneurs, professionals and side businesses starting or restructuring a company in their home state or another state.

    • Choosing between a sole proprietorship, an LLC or a corporation, including whether an S corporation election fits
    • Registering in your home state, or comparing other states, and in any state where you do business
    • Registered agent coordination
    • An EIN, plus guidance on state tax registrations that may apply
    • Operating agreement or bylaws and company records
    • A smooth handoff to bookkeeping, payroll and tax planning

    Your home state may charge annual fees or franchise taxes, so we compare options before you commit.

An aircraft wing above the clouds at sunrise

How formation works

From idea to registered company.

Five steps, whether you live in the US or abroad.

  1. 1

    Consult

    We talk through your goals, where the owners live and what the company will do.

  2. 2

    Choose

    We compare states and structures and agree the best fit for your situation.

  3. 3

    Register

    We prepare and file the formation documents and arrange a registered agent.

  4. 4

    Set up

    We help you obtain an EIN, prepare the operating agreement and company records, and plan banking.

  5. 5

    Stay compliant

    We keep track of annual filings and connect you with bookkeeping, payroll and tax services.

Choosing well

Pick the right state and structure.

Two decisions shape your costs, taxes and flexibility. A quick overview of the common options.

A person arranging sticky notes on a planning board
States at a glance
WyomingOften chosen for low annual costs and no state income tax, popular with online businesses and holding companies.
DelawareFamiliar to investors and common for companies planning to raise capital, especially corporations.
Your home stateCan be the simplest option if you operate locally and want to avoid registering in two states.
Structures at a glance
LLCFlexible and simple to run. By default its income passes through to the owners for tax.
C corporationA separate taxable company, often used when raising outside investment.
S corporation electionA tax election with eligibility rules. It is generally not available to non-resident owners.

This is general information, not legal or tax advice. State rules and fees change, so we confirm current requirements before filing. Tiwana Tax Pro is a tax and accounting practice, not a law firm.

Better together

Services that work well side by side.

Many clients combine services. Here are three pairings that often make sense.

  • A laptop showing a revenue dashboard on a cafe table
    BookkeepingCorporate Tax Planning

    Books and planning

    Organized records feed better tax planning. Pair Bookkeeping with Corporate Tax Planning so your numbers and your decisions stay in step.

  • A team planning with sticky notes on a wall
    Payroll ServicesBookkeeping

    Team and records

    Hiring brings payroll and paperwork. Combine Payroll Services with Bookkeeping to keep pay, withholdings and records consistent.

  • A tablet showing an analytics dashboard
    Incorporation & RegistrationBookkeeping

    Start and set up

    Forming a company is the first step. Pair Incorporation & Registration with Bookkeeping so the company is organized from its first day.

Two countries

Same ideas, different names.

A short reference to common forms and terms in each country. It is general information only; we confirm what applies to you.

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The Brooklyn Bridge and Manhattan skyline
Tax authorityCanada: Canada Revenue Agency (CRA)United States: Internal Revenue Service (IRS)
Individual income tax returnCanada: T1 GeneralUnited States: Form 1040
Employment income slipCanada: T4, Statement of Remuneration PaidUnited States: Form W-2, Wage and Tax Statement
Self-employed or contract incomeCanada: Often reported on a T4AUnited States: Often reported on a Form 1099-NEC
Corporation income tax returnCanada: T2 Corporation Income Tax ReturnUnited States: Form 1120
Tax taken from employee payCanada: Source deductionsUnited States: Payroll tax withholding

Contact

Talk to a real person.

Tell us what you need help with and we will point you to the right service. No pressure, just a clear conversation.

Please do not include Social Security or Social Insurance numbers, tax IDs, banking details or tax documents in this form.

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