USA:
2219 Rimland Dr. Suite 301
Bellingham, WA 98226
Canada:
12975 84 Ave, Suite #1
Surrey, BC V3W 1B3
A dual-country tax and advisory firm with global benefits, combining technology-forward delivery with senior advisors who understand cross-border wealth.
Canadian Tax Preparation strategyU.S. Tax Preparation strategy
What we can help you with:
Designed to scale with your business and lifestyle.
More About UsMost traditional CPA firms were built for compliance only — not for modern strategy, speed, or complex global needs.
Delays in response and delivery that impact business decisions and tax planning opportunities.
Overworked junior staff managing complex strategic work that requires senior-level expertise.
Tax planning approaches that don't reflect current regulations or cross-border complexities.
We combine senior-level expertise with modern technology and automation to deliver proactive guidance for complex financial needs.
Senior advisors review cash, tax, and entity data every month so pivots happen before year-end surprises.
Single-point coordination for CRA, IRS, payroll, wealth, and insurance so every decision considers both countries.
Integrated modeling, KPI dashboards, and automation that keep founders informed without chasing spreadsheets.
Others Built for compliance-only, not modern strategy | Wealth Matrix Group Built for modern strategy, speed, and global complexity |
|---|---|
Slow turnaround times Delays in response and delivery that impact business decisions and tax planning opportunities. | Proactive cadence Senior advisors review cash, tax, and entity data every month so pivots happen before year-end surprises. |
Junior staff handling senior work Overworked junior staff managing complex strategic work that requires senior-level expertise. | Cross-border command center Single-point coordination for CRA, IRS, payroll, wealth, and insurance so every decision considers both countries. |
Outdated tax frameworks Tax planning approaches that don't reflect current regulations or cross-border complexities. | Operational visibility Integrated modeling, KPI dashboards, and automation that keep founders informed without chasing spreadsheets. |
We don't just file your taxes—we help you build a financial foundation that lasts.
More About Us| Feature | Wealth Matrix Group | Big Tax Chains & Software |
|---|---|---|
| CPA-prepared or CPA-reviewed returns | ||
| Strategy review included | ||
| Phone or in-person appointments | ||
| Year-round availability | ||
| Secure client portal | ||
| Cross-border expertise | ||
| Advisory services beyond tax filing |
We're not a seasonal tax shop or DIY software - we're a long-term tax and financial partner.
Your growth doesn't stop when the event ends. Every attendee receives:
Growth unlocks new entities, jurisdictions, incentives, and obligations that basic compliance teams cannot navigate.
Rapid legislative shifts require advisors who monitor both CRA and IRS guidance daily and respond before a filing window closes.
Deliverables show up after the fact, leaving founders without scenario planning, cash clarity, or advance notice on exposures.
Disconnected spreadsheets and outdated portals cannot keep up with real-time dashboards, integrated payroll, and automated workflows.
We regularly discover missed elections, stale structures, and unclaimed credits when we audit incumbent work.
Let's align tax strategy, CFO-level planning, and wealth stewardship so every entity, dollar, and decision works in sync—today and years from now.
At Wealth Matrix Group, we deliver more than tax compliance — we deliver clarity, strategy, and long-term wealth optimization.
USA:
2219 Rimland Dr. Suite 301
Bellingham, WA 98226
Canada:
12975 84 Ave, Suite #1
Surrey, BC V3W 1B3
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