
U.S./Canada Cross-Border Tax Review Specialist
Upwork
Remote
•16 hours ago
•No application
About
I need a licensed tax professional (CPA or EA) with U.S./Canada cross-border experience to review 2024 Tax return. This is a review only — not full preparation. Focus areas: • Verify income reporting: U.S. W-2 wages, Canadian rental income, interest/dividends, and capital gains (including a 2023 Canadian share sale corrected on an amended return). • Confirm deductions (mortgage interest, property taxes) and whether itemizing is better than standard. • Review Foreign Tax Credits (Form 1116) and carryovers, ensuring consistency with Canadian ABIL claim. • Check Forms 5471, 8865, 8938 for my Canadian corporations and LP. • Ensure alignment with Canadian filings and FTC pools, and flag any IRS audit risks. Deliverable: Written feedback on errors or missed opportunities, with recommendations before I file.