Cross-border tax. Clear path forward.
Get the first year right.
Northbridge helps newly arrived Canadian professionals in the United States determine residency, take a Canada–US treaty position, and file that first messy year through AI software backed by licensed tax partners.
Built for year one
Already on a TN, H-1B, or L-1.
Tech and knowledge-work roles in U.S. hubs. High enough income for specialist help. Not a family office. The employer is not the customer.
Foundation
Steadfast. Trusted. Always connecting.
What right looks like
April should not be the first time you learn you were a U.S. person.
01 / Residency
You know which country claims you.
Substantial Presence Test and the Canada–US treaty tie-breaker are settled before anyone opens a return.
02 / Treaty
The position is disclosed, not guessed.
Form 8833, RRSP elections, and the traps around TFSA and Canadian funds sit in the file, not in a footnote you find later.
03 / Filing
A licensed partner signs.
Software collects and prepares. A CPA or tax partner reviews, signs, and files. Northbridge does not present model output as advice.
The line we keep
Get the first year right.
Dual-country mistakes are expensive and deadline-driven. TurboTax-class software is weak on treaty tie-breakers. A domestic CPA who has never filed a Canada–US year is not cheaper once the amendment arrives.
First twelve months
The outcome is a clean year-one file, not a generic expat return.
Greenback and Taxes for Expats can file a visa return. They are not built as a product for the Canada-to-U.S. move. Toggle the situation that matches your first year.
TN, first U.S. W-2
You are already working in the States. Year one is a U.S. return, a possible Canadian departure or non-resident filing, leftover RRSP and TFSA reporting, and a treaty position that has to be disclosed, not guessed.
- Substantial Presence Test
- Form 8833
- RRSP treaty election
Clarity
Complex made simple. Paths made clear.
Year one is a dual-country mess: first U.S. return, possible Canadian departure return, employer W-2, leftover Canadian accounts. The work is to put that in order before a deadline does it for you.
The crossing
Intake, analysis, partner review, file.
Northbridge owns the workflow. Licensed partners own the signature. Exact filing packages and partner names are still being set; the human-in-the-loop rule is not.
01
Intake
W-2, Canadian accounts, visa, and the calendar of your first year in the U.S.
02
Analysis
Substantial Presence Test, treaty tie-breaker, and the 1040 versus 1040-NR decision.
03
Review
A licensed tax partner reads the position, the disclosures, and the state picture.
04
File
Returns and treaty disclosures go out with a human signature. Software never files alone.
In the first-year file
The work that actually has to happen.
- 1040 / 1040-NR
The right U.S. return
Resident or non-resident filing, plus the state return that follows where you actually work.
- 8833
Treaty disclosure
Tie-breaker analysis written so a reviewer can stand behind it, not a checkbox buried in DIY software.
- T1 / departure
Canadian side, if still due
Departure or non-resident filings where the first year still requires them.
- FBAR / 8938
Accounts and assets named
Foreign-account reporting for leftover Canadian banking, brokerage, and registered plans.
Not this launch
A narrower offer is the honest one.
The long-term stack is taxes, then wealth, then banking. Shipping that all at once would be a claim we cannot keep.
Wealth transfer
RRSP and TFSA transfer advice, 401(k) coordination, and PFIC cleanup come after the first filing year is clean.
Move-week cash
Banking, FX, and the week you land are later products. They are not the launch offer.
Pre-move planning
If you are still in Canada, this is not your page yet. Northbridge starts after you are already working in the U.S.
Year-round partner
Get the first year right.
Book a conversation if you are a newly arrived Canadian professional and the first U.S. tax year is already on your calendar. We will tell you plainly if we are not the right fit.