Anderson Tax & Advisory LLP | Chartered Professional Accountants
Expert CPA Guidance for Clarity You Can Trust
At Anderson Tax & Advisory, we offer specialized Canadian and cross-border tax services for individuals, owner-managed businesses, and their families. Based in Ladysmith, BC, we equally serve clients across Canada and the United States.
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Canadian & US Tax Specialists
Chartered Professional Accountants (CPA BC)
Personalized Advice — You Work Directly with Your CPA
Our Services
Canadian Tax Services for Individuals, Businesses & Cross-Border Situations
From annual compliance filings to complex cross-border tax planning, Anderson Tax & Advisory provides the expert CPA guidance you need so that you can be confident in your tax decisions — wherever you are in Canada or the US.
Canadian Tax Compliance
We handle the details so that you can focus on running your business or managing your life. We ensure your filings are accurate, on time, and fully compliant with CRA requirements.
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Canadian Tax Compliance
Our Canadian tax compliance services cover:
- Personal (T1) Tax Returns
- Corporate (T2) Tax Returns
- Trust (T3) Tax Returns
- Year-end Financial Statements
Cross-Border Tax Services
We provide specialized cross-border tax advice for US citizens living in Canada, Canadians with US tax exposure, new Canadian residents, and those planning a move to the United States.
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Cross-Border Tax Services
We ensure that you stay compliant in both countries — without double taxation or unnecessary penalties. Our services include:
- Canadian Departure Tax Planning
- Entry Planning Considerations
- US Personal/Corporate Tax Returns
- Foreign Asset Disclosure Compliance (FBAR/8938, T1135, CFC, PFICs, Trusts)
Tax & Estate Planning
Strategic tax and estate planning can make a huge difference in what you keep, what you grow, and what you pass on, with minimal tax while achieving your long-term objectives.
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Tax & Estate Planning
We provide strategic tax and estate planning advise on:
- Corporate Reorganizations
- Pre-sale Strategies
- Business Acquisition Structuring
- Succession Planning
- Corporate Consolidations
Strategic tax and estate planning can make a lasting difference in what you keep, what you grow, and what you pass on, with minimal tax while achieving your goals.
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Our strategic tax and estate planning advise focuses on:
- Corporate Reorganizations
- Pre-sale Strategies
- Business Acquisition Structuring
- Succession Planning
- Corporate Consolidations
Should you incorporate? When? And how — especially if you operate across the Canada-US border? In truth, the decision to incorporate isn't always straightforward.
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We provide clear, practical advice on business structuring and incorporation, analyzing your specific Canadian and US tax circumstances to help you choose a structure that makes sense for your business today and positions you well for the future.
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In reality, whether you're acquiring, holding, or selling real estate in Canada or in the United States, the tax implications, if not well managed, can be significant.
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We provide real estate tax planning, advise, and reporting services for Canadian and US property holdings including:
- Acquisition Structuring
- Annual Rental Property Tax Returns
- Real Estate Transaction Advice
- Navigating FIRPTA Withholding Process
Can’t Find the Service you Need?
We provide dozens of different personal and corporate tax services and we would be happy to review your unique circumstance.
Business Structuring
If and when should you incorporate? How? The decisions around incorporations isn't always straightforward especially if you operate across the Canada-US border.
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Business Structuring
We provide crystal clear advice on business structuring and incorporation, analyzing your specific Canadian or US tax circumstances to help you choose a structure that makes sense for you today, while positioning you well for the future.
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Real Estate Tax Services
In reality, no matter if you're acquiring, holding, or selling real estate in Canada or in the United States, the tax implications, if not well managed, can become quite significant.
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Real Estate Tax Services
We provide real estate tax planning, advise, as well as reporting services for Canadian as well as US property holdings including:
- Acquisition Structuring
- Annual Rental Property Tax Returns
- Real Estate Transaction Advice
- Navigating FIRPTA Withholding Process
Can’t Find the Service you Need?
We provide several different personal and corporate tax services and we would be happy to review your unique circumstance.
About the Firm
A BC-Based CPA Firm Rooted in Integrity — Built for Today’s Tax Complexity
Anderson Tax & Advisory LLP is a Ladysmith, BC-based CPA firm providing specialized Canadian and cross-border tax services for individuals, families, and owner-managed businesses across Canada and the United States.
We believe tax advice should be good advice. In other words it should be clear, practical, and personal. Our approach is straightforward: understand your unique situation, identify opportunities, and deliver tailored guidance that reduces your tax burden and gives you confidence at every financial decision point.
We believe tax advice should be good advice. In other words it should be clear, practical, and personal. Our approach is straightforward: understand your unique situation, identify opportunities, and deliver tailored guidance that reduces your tax burden and gives you confidence at every financial decision point.
The Arbutus Tree in our logo tells our story. It symbolizes enduring strength, adaptability, and connection. It’s inspired by the Arbutus trees at Pilkey Point, Thetis Island, where our founder met his late father-in-law, the man whose wisdom and quiet integrity inspired a lifelong career in tax advisory.
Why Choose Anderson Tax
Our Unwavering Commitment to You
We will leverage our deep experience to provide expertise with precision, with no-jargon, as well as clear communications. All in all, we will be your partner through the journey.
Precision & Expertise
We will apply our knowledge of the Canadian and US tax law to your specific circumstances, with attention to detail — whether you're a sole proprietor, incorporated business owner, or navigating a cross-border tax situation.
Clear Communication
We explain your Canadian and US tax obligations in plain language so you can make confident decisions with full understanding. All our interactions with you will be with this purpose in mind.
A Partner, Not Just a Tax Preparer
We take the time to understand your goals and proactively identify planning opportunities — from incorporation decisions to estate planning and cross-border tax strategy.
1
Years of tax
experience
experience
the “why” that defines us
“We exist to bring clarity and confidence to every financial decision you make. We seek to help our clients navigate complex tax landscapes through expert guidance and thoughtful solutions, while acting with precision, empathy, and unwavering professionalism.”
How It Works
Our 4 Easy Steps to Getting the Expert Tax Advice You Need
Getting good tax advice is basically a lot easier than you would think:
Step 1
Consultation
Schedule your free initial consultation online, by phone, or virtually. Whether you’re in Ladysmith, elsewhere in BC, or anywhere in Canada or the US, we make it easy to connect.
Step 2
Review
We review your situation, taking time to understand your full tax picture — your history, your goals, and any cross-border or estate planning considerations unique to your situation.
Step 3
Tailored Plan
We provide clear, actionable recommendations. No unnecessary complexity — just practical CPA advice calibrated to your specific Canadian or cross-border tax circumstances.
Step 4
Ongoing Support
Tax planning doesn’t end at filing season. We’re available year-round as your circumstances evolve, your business grows, or new planning opportunities arise.
our team
Dedicated Tax Professionals Ready Day One
As a family owned business, we understand the unique challenges family-owned and managed businesses face.
Your Tax Questions Answered
Frequently Asked Questions
Some quick answers to questions you may have. Can’t find what you’re looking for? Get in touch with us.
1. Who do you work with?
We work with individuals, families, and owner-managed businesses — including those with Canadian and US tax obligations. Our clients range from sole proprietors and incorporated business owners to professionals navigating cross-border moves, US citizens living in Canada, and investors managing real estate on both sides of the border.
2. Do I need to be based in Ladysmith or BC to work with you?
Not at all. We serve clients across Canada and in the United States. All meetings can be held in person at our Ladysmith, BC office, by phone, or virtually — whatever suits you best.
3. What makes cross-border tax situations complicated?
Cross-border tax issues arise when you have income, assets, or residency status (based on each country's laws) in both Canada and the US. This includes US citizens and green-card holders living in Canada (who must still file US returns), Canadians with certain US investments, including rental properties, and anyone planning to move across the border. We help you understand your obligations in both countries, structure your affairs to avoid double taxation, and stay compliant with both CRA and IRS requirements.
4. When should I start thinking about tax and estate planning?
The earlier, the better — but it's never too late. Whether you're growing a business, approaching a sale, navigating succession to the next generation, or thinking about how to transfer wealth in a tax-efficient way, proactive planning gives you more options and better outcomes. Contact us and we'll help you assess where you stand.
5. Do you file US tax returns for Canadians?
Yes. We prepare US personal and corporate tax returns for Canadian residents with US filing obligations, including US citizens living in Canada, Canadians with US rental income and sellers of US real estate, and those subject to FBAR, FATCA, or other foreign asset reporting requirements.
6. Should my Canadian and US tax returns be prepared together?
In our experience, it is more efficient and leads to less errors and later adjustments where both returns are coordinated and filed together by one firm. However, we work with numerous clients who have an existing relationship with an accountant that prepares their Canadian T1 return. The key to make splitting the preparation process work is clear communication amongst both CPAs and the client.
For Your Personalized Tax Advise
Book a CPA Consultation
Book your free consultation with us to discuss your unique situations. We are happy to connect with you whenever you are ready.
You can also drop us a message and we will be happy to get back to you as soon as possible.
