Cross Border Tax & Accounting

What Cross Border Tax & Accounting does

Cross Border Tax & Accounting (CBTA) is a Florida-based professional services firm specializing exclusively in U.S.–Canada cross-border tax preparation and compliance. The firm serves individuals, corporations, partnerships, and trusts with cross-border filing obligations, including niche engagements such as FIRPTA (Foreign Investment in Real Property Tax Act), FBAR/FATCA reporting, and IRS Streamlined Filing procedures. The team is deliberately structured around dual-jurisdictional expertise, with practitioners holding both U.S. CPA and Canadian CPA/CA credentials across multiple provinces, a configuration that allows the firm to manage filings on both sides of the border from a single engagement.

CBTA operates from a West Palm Beach headquarters and a Wellington, Florida office, and maintains a strategic alliance with Toronto-based G&G Partnership, LLP to extend its Canadian footprint. The technology stack is intentionally lean: CCH Axcess functions as the client portal for secure document exchange, and the firm interacts with clients through phone, email, and in-person consultations. There is no proprietary software, no application layer, and no API surface area disclosed in the firm's material.

The business model is a traditional professional services fee structure: partners David Levine and Linda Field lead the practice alongside roughly eight tax preparers and support staff, with revenue generated per engagement rather than via subscription or platform monetization. The firm is privately held, with no disclosed funding, and positions itself as a boutique alternative to generalist tax chains by concentrating exclusively on the cross-border niche. Go-to-market is direct and referral-driven, targeting U.S. residents with Canadian tax exposure, Canadian residents with U.S. tax exposure, and entities with bilateral filing obligations.

Name

Cross Border Tax & Accounting

Legal name

Cross Border Tax & Accounting

Website

https://cbta.cpa

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Cross Border Tax & Accounting is a Florida-based boutique tax firm specializing exclusively in U.S.–Canada cross-border tax preparation for individuals, corporations, partnerships, and trusts, serving clients with bilateral filing obligations through dual-credentialed practitioners.

Ownership category

akta.pro rank

Product category

Cross-Border Tax Preparation Services

NAICS

Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

akta.pro secondary industry

Global Mobility & Cross-Border Tax/Immigration Advisory (THACAKAG)

Keywords

• Cross-border tax preparation
• U.S.-Canada taxation
• FBAR FATCA reporting
• International tax compliance
• Expatriate tax services

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Tax Preparation Services: Professional tax preparation and compliance services for individuals, corporations, partnerships, and trusts requiring filings in both the United States and Canada. Revenue is generated through professional service fees for tax return preparation, compliance, and advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Cross Border Tax & Accounting is a specialized tax preparation firm that exclusively handles U.S.-Canada cross-border taxation. The firm prepares individual, corporate, partnership, and trust tax returns; handles FIRPTA withholding on U.S. real property; addresses Canadian property tax for non-residents; manages U.S. estate/gift tax filings; and delivers FBAR/FATCA compliance and IRS Streamlined Filing assistance for clients with multi-jurisdictional filing obligations.

Product overview

Cross Border Tax & Accounting is a specialized tax preparation firm focused exclusively on U.S.-Canada cross-border taxation. The company offers a comprehensive suite of tax services including individual tax return preparation, corporate tax return preparation, partnership tax preparation, trust tax preparation, real estate tax services, and compliance reporting services such as FBAR, FATCA, and IRS streamlined filing. The firm was initially founded as a partner of Keats Connelly & Associates and later grew into a separate tax entity, working in strategic alliance with G&G Partnership, a Canadian full-service accounting firm in Toronto.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Tax Return Preparation Tax preparation for U.S. citizens living in Canada or Canadians living in the U.S., covering employment income, other compensation, capital gains, and real-estate rentals, requiring understanding of the U.S.-Canada tax treaty.
• Corporate Tax Return Preparation Tax preparation for Canadian business owners with U.S. operations or American business owners with Canadian operations, including practical tax strategies and ensuring inclusion of every available deduction opportunity.
• Partnership Tax Preparation Tax preparation for cross-border partnership structures where an entity may be taxed as a partnership in one country and a corporation in another, addressing potential double taxation through evaluation of the entity's structure.
• Trust Tax Preparation Tax preparation for foreign trusts, including identification of all relevant issues, preparation and submission of withholding forms, and ensuring correct tax amounts are remitted to authorities in each country.
• Sale or Rental of U.S. Real Property Tax services for Canadian owners of U.S. real estate regarding U.S. tax and FIRPTA withholding requirements for non-residents when selling or renting property, including foreign tax credit optimization.
• Canadian Property Services Tax services for non-residents of Canada regarding Canadian income tax on taxable capital gains from disposition of taxable Canadian property, including Certificates of Compliance requests and rental income property returns.
• U.S. Estate/Gift Tax Preparation Tax preparation services addressing estate tax and gift tax regulations for U.S. and non-U.S. citizens who live, work, or own property in the United States.
• FBAR & FATCA Reporting Compliance services for reporting foreign financial accounts (bank accounts, brokerage accounts, retirement accounts, and mutual funds) to IRS and CRA, including Foreign Bank Account Reporting and FATCA forms for cross-border corporations.
• IRS Streamlined Filing Assistance program for delinquent U.S. citizens and green card holders to become IRS compliant without significant penalties through navigation of the IRS streamlined filing program.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Two partnerships are on record, tiered core and minor.

• G&G Partnership, LLPcoreStrategic or Co-development PartnerG&G Partnership, LLP is a Canadian-based accounting firm located in Toronto, Ontario, that serves as a strategic partner of CBTA. G&G has been providing accounting, assurance, and creative tax minimization strategies to individuals, corporations, and entrepreneurs for more than four decades. The partnership enhances CBTA's capabilities in serving clients with cross-border tax needs between the U.S. and Canada.
• Keats Connelly & AssociatesminorStrategic or Co-development PartnerCBTA was initially founded as a unique tax preparation business partner of Keats Connelly & Associates — described as the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. CBTA subsequently grew into a separate and thriving tax entity.

Scale indicators1 record

Recent moves5 records

Expansion highlights2 records

Direct peers

• TFX (Taxes for Expats): Specialist expat tax firm serving U.S. citizens abroad with country-specific tax prep, FBAR/FATCA, and Streamlined Filing. Comparable as a direct cross-border tax competitor with similar service lines to CBTA, focused on U.S.-abroad individuals.
• Bright!Tax: U.S.-focused expat tax preparation firm serving Americans abroad with FBAR/FATCA and country-specific filings. Comparable as a direct cross-border/expat tax specialist competing for the same U.S.-abroad client base, though broader than U.S.-Canada only.
• Greenback Expat Tax Services: U.S. expat tax preparation firm specializing in cross-border filings, FBAR, FATCA, and Streamlined Filing for Americans abroad. Directly comparable on cross-border U.S. tax services, although broader in geographic coverage than CBTA's U.S.-Canada corridor.

Broad incumbents

• BDO USA: Top-5 global accounting network with a dedicated International Tax practice serving U.S.-Canada cross-border clients. Comparable as a broad incumbent offering overlapping cross-border tax services, but at corporate/mid-market scale rather than CBTA's niche individual/cross-border focus.
• H&R Block: Largest U.S. mass-market tax preparation retailer with a dedicated 'Expat' cross-border service line. Comparable because it serves U.S. citizens abroad with cross-border filings, including Canada, although it operates as a broad incumbent rather than a U.S.-Canada specialist.
• Andersen Tax (Andersen Global): Global tax and advisory firm with cross-border tax services between the U.S. and Canada. Comparable as a broader incumbent offering international tax services to the same U.S.-Canada client base, though as part of a much wider service portfolio.
• KPMG U.S. International Tax: Big-4 tax practice with a dedicated U.S.-Canada corridor and personal cross-border tax services. Comparable as a broad incumbent competitor for high-net-worth cross-border engagements, though focused on enterprise/HNW rather than the mass-affluent segment CBTA serves.

Emerging players

• 1040Abroad: Specialized U.S. expat tax firm serving U.S. citizens living overseas, including Canada. Comparable because it targets the same U.S.-abroad individual filer segment with FBAR/FATCA and Streamlined Filing offerings, albeit as a digital-first competitor.

Others

• Keats Connelly & Associates: Largest cross-border wealth management firm in North America, serving Canadians in the U.S. and Americans in Canada. Comparable as the originating parent of CBTA and a referral/feeder source; now a wealth-management peer rather than direct tax-prep competitor.

Regional players

• Boustead & Co. (Canada): Canadian-based cross-border tax and accounting firm focused on Canadians moving to or investing in the U.S. Directly comparable on the U.S.-Canada niche with overlapping services (individual, corporate, FBAR/FATCA), serving the same client pool from the Canadian side.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cross Border Tax & Accounting