Tax Planning & Compliance for E-2 Visa Businesses

Keep more of what you earn — while staying compliant on both sides of the border.

E-2 visa entrepreneurs face one of the most complex tax landscapes — income earned in the U.S., residency ties to Canada, and cross-border reporting rules from both the IRS and the CRA.
At E2Visa.ca, we simplify that complexity. Our team of licensed U.S. and Canadian CPAs helps you build a tax strategy that minimizes liability, avoids double taxation, and keeps your E-2 business fully compliant.

As an E-2 investor, your business success and visa renewal depend not just on profitability — but on transparent and compliant tax filings.
Without proper planning, you risk:

• Double taxation between the U.S. and Canada
• Penalties for late or incorrect filings (Forms 5472, 1120, 1040NR, etc.)
• Missed deductions and credits
• Visa renewal issues due to inconsistent reporting

With strategic CPA-led tax planning, you can legally reduce taxes and protect your investment.

✅ Cross-Border Tax Strategy
We develop integrated U.S.–Canada tax plans that minimize global tax exposure while maintaining visa compliance.

✅ Business Tax Preparation
We prepare and file U.S. business tax returns (LLCs, C-Corps, S-Corps) including Forms 1120, 1065, and 5472, as required for foreign-owned entities.

✅ Personal Tax Filings
We assist E-2 visa holders with Form 1040NR (Nonresident Tax Returns) and coordinate Canadian returns to ensure credits align correctly.

✅ Tax Residency & Treaty Analysis
We determine your tax residency under the U.S.–Canada Tax Treaty and apply the treaty tie-breaker rules to avoid double taxation.

✅ Depreciation & Expense Optimization
We identify eligible deductions under Section 179 and Bonus Depreciation to maximize after-tax profits.

✅ State & Franchise Tax Compliance
We manage multi-state filings and franchise taxes for your business’s state of registration and operation.

✅ IRS Representation & Audit Defense
If needed, we represent you before the IRS for notices, inquiries, or audits — protecting your interests with full CPA support for E2 Visa in the U.S.

• Initial Review – We analyze your business structure, residency, and investment flow.
• Strategic Tax Plan – We design a plan covering U.S. and Canadian implications, focusing on credits, deductions, and entity structure.
• Filing & Compliance – We prepare your U.S. and Canadian returns with full documentation and audit trail.
• Ongoing Optimization – Quarterly or annual reviews to adjust your strategy as your business grows.

Most tax preparers only look at one side — U.S. or Canada.
We bridge both, ensuring you never pay more tax than necessary while maintaining full compliance for your visa.
With us, you get:

• Cross-border CPA expertise (U.S. & Canada)
• Strategic planning that reduces tax liability
• On-time, accurate filings to protect visa status
• Coordination with immigration attorneys and CFO advisory

• U.S. Business Tax Return – Forms 1120 / 1065 (Annual filing for corporations or partnerships)
• Foreign Ownership Disclosure – Form 5472 (Required for foreign-owned U.S. entities)
• Individual Nonresident Return – Form 1040NR (For E-2 investors personally)
• Foreign Bank Reporting – FBAR / Form 8938 (Required for foreign account holders)
• Cross-Border Credits – Forms T2209 / 1116 (To claim Canada/U.S. foreign tax credits)