Free estimators with every assumption stated on the page.
24 pages in this section. Free estimators with every assumption stated on the page.
← All cross-border tax answers
Every page in this section is written to the same standard: it opens with the block that exists nowhere else on the site — a threshold, a treaty article, a rule that applies to one group and not the one beside it — and it carries one worked example, worked through in full rather than a set of generalities.
Where a page needs a statutory threshold, a rate or a day-count, that figure is verified against the issuing authority before it ships. Where it cannot be verified for the year in question, the page states the mechanism and quotes no number, because a wrong threshold on a page like this is worse than no page at all. Every statutory page also carries the name of the person who reviewed it and the date they did.
Fees are fixed and agreed in writing before any work begins, and you review the finished work before it is filed. Documents move through a secure portal and you can meet us at any of our offices, so where you are makes no difference to how it works.
Reviewed for the 2025 and 2026 filing seasons by Udit Gupta, Cross-Border Tax Expert, Legal Quotient Consultants. This is general information rather than advice about your file — a short call is the way to get the second.
24 pages. Free estimators with every assumption stated on the page. Each one opens with the part that applies to that situation and nowhere else — a threshold, a treaty article, a filing that one group owes and the group beside it does not — and works one example through in full.
The fee is fixed and agreed in writing before any work begins, priced from the documents you send rather than estimated afterwards, and it does not move once accepted. You see the finished work and approve it before anything is filed.
A named adviser reviews every return and every information filing before it goes out, and the statutory pages on this site carry the name of the person who reviewed them and the date they did it. You approve the finished work yourself as the last step.
Send what you have — a return, a notice, a set of statements, in whatever state it is in — through the secure portal after the first call, and you get a written fixed fee back. Or call the 24-hour helpline on +1 (416) 619-0068 and we will tell you what is needed.
Where a rate or a threshold appears in our writing it names the tax year it belongs to. Where it could not be confirmed, the page describes the mechanism and quotes no number.
International and cross-border tax is all we do — not a sideline next to domestic work. The edge cases on this page are our ordinary Tuesday.
You are not the go-between for two sets of advisers with two sets of assumptions. One engagement covers each country the file touches.
If a file needs something this practice does not do, you hear that at the start rather than after a bill.
Quoted up front, in writing.
Contact Us 24-hour helpline +1 (416) 619-0068The claims on this site are deliberately few: fixed fees agreed in writing before work starts, 15+ years of cross-border experience, 18,000+ clients served across 4 global offices, and a helpline that answers 24 hours a day. Anything that cannot be evidenced does not go on a page.
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Each of these carries its own guide, pricing pointers and FAQ.
The client had modelled a cross-border position on the footing that tax paid in one country would be relieved in full against the other, and had budgeted accordingly. The estimator had said as much in its assumptions, and the assumption did not hold on their facts, because part of the income was not treated as arising where they thought. The work was to establish where each stream actually arose, then compute the relief genuinely available. The engagement produced a corrected computation, returns filed on that basis, and a note of which assumption had to be dropped.
A non-resident vendor had used an estimator to size the withholding on a sale and was alarmed at the gap between that and the tax they expected to owe. The gap was real and structural: withholding of this kind is applied to the sale proceeds rather than to the gain, so it routinely exceeds the tax due. The work was to compute the actual gain, file the non-resident return that reports it, and pursue the difference. The engagement produced a filed return and a recovered overpayment of withholding.
A company estimated the cost of sending an employee across the border and used the figure to price the assignment. The estimator answers the employee's question; the obligations that fall on the employer, being registration, withholding and reporting in the host country, sit outside it. The work was to map what the company itself had to do before the first pay run, and to set the assignment up so the filings existed from the start rather than being corrected later. The engagement produced a registered payroll position and a written allocation of who files what.
The client had run a departure estimate, seen a manageable result and treated the move as settled. The estimator stated which categories of property it covered, and a holding the client did not think of as an asset fell outside it. It was the largest thing they owned. The work was to build a complete inventory as at the date of departure, establish which items the departure rules reach and which are excluded, and value them on records rather than recollection. The engagement produced a documented departure position filed with the return.
Spouses living in different countries each ran the estimator that matched their own circumstances and arrived at results that could not both be right. The difference came from residency: each tool had taken a status as given, and the statuses assumed were inconsistent with one another. The work was to settle the residency question for each spouse first, including what the treaty does where two countries both claim a person, and only then to compute. The engagement produced a single household position and returns in both countries that agree with each other.
The client owned a let property in another country and had estimated the tax on the rent as a gross receipt, because that was the assumption the estimator stated. An election to be taxed on the net figure was available and had never been made, so the expenses of running the property were doing no work at all. The task was to establish whether that election could still be made for the years in question, and to prepare the returns on that footing. The engagement produced filings on a net basis and a standing instruction for future years.
Dual citizenship does not let you choose which country taxes you. The work is establishing residence, applying the treaty article that governs each income type, and preparing both returns from one set of figures so they agree line for line.
Read how this one runsResidence in India and citizenship in the United States produce two annual returns for one income. The order decides the credit, and the Indian financial year and the US calendar year have to be reconciled before either is prepared.
Read how this one runsAll case studies — every published engagement in one place.
Strategy and compliance for income, assets and families spread across borders.
Holding structures live or die on treaty access, beneficial ownership and substance — the MLI's principal-purpose test now sits over every arrangement.
A holding structure is only as good as its reporting. Foreign affiliates, accrued passive income and distributions each carry their own return, and the penalties on those attach to the form rather than to any tax being owed — so a structure that saves tax can still cost money if the information returns are late.
Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.
