Cross Border Tax & Accounting

Specialties

We are experts in US-​Canada tax planning and preparation. As a wholly owned subsidiary of KeatsConnelly which gives us access to the resources of the largest wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross border lifestyle.

We prepare both US and Canadian income tax returns.

History

Established in 1999.

Cross Border Tax & Accounting was started to provide US-​Canada tax planning and preparation.

Meet the Business Owner

Dale A.

Business Owner

Dale A. Walters

Certified Public Accountant (CPA)

Personal Financial Specialist (PFS)

Certified Financial Planner™ (U.S. and Canada)

Mr. Walters is the President and CEO of Cross Border Tax & Accounting and is a partner and CEO of KeatsConnelly, a Phoenix-​based, fee-​only, wealth management firm that specializes in helping Canadians and Americans realize their dreams of a cross-​border lifestyle. Serving clients for over thirty years, Dale has twice been named one of the top financial advisors in the U.S. by Mutual Fund Magazine. As CEO of KeatsConnelly, Dale has led the firm to numerous awards, including Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility, and the Better Business Bureau award for Ethics, all of which have led the firm to being named one of Arizona’s Most Admired Companies. Dale is the author of Buying Real Estate in the US: The Concise Guide for Canadians, and is co-​author of Taxation of Canadians in America.