Personal Tax Planning

Complete tax planning for US citizens and residents.

Regardless of how complex your financial situation might be, our team of US tax lawyers and Certified Public Accountants takes pride in making personal tax planning seem simple. We take the time to listen and strategically analyze your complete financial picture to deliver tax planning that fits your life today and tomorrow. Our team will work with you to help you understand the solutions available to you and chart the best path forward.

Tax Flowcharts

Simplified flowcharts to help you navigate the various tax processes.

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Tax Tables

Personal and corporate tax tables for both Canada and the United States.

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MTSnowbird App

An essential app for Canadians who regularly travel to and stay in the United States.

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External Links

External resources of interest related to tax, law and accounting.

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Moodys Private Client Firm Brochure

Simplifying
the complexity
of tax.

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