Canada Tax & Accounting — Fixed Pricing
Fixed-fee plans
How the fee is agreed
We will match any lower verified competitor quote. Plus, you review every deliverable with us before it is filed.
Cross-border situations we are engaged for
A quote rebuilt after an hourly engagement outran its estimate
The client arrived mid-year with a part-finished set of returns and a bill that had passed the estimate it started from. Before touching the tax work we listed what was actually left to do, which returns were complete, which were drafted and which had not been started, and priced each remaining piece on its own. The engagement produced a written scope the client could compare against what they had already paid for, and a finish price that did not move between the engagement letter and the filing.
Scoping a multi-year catch-up as separate priced stages
Someone several years behind in two countries wanted to know the cost before committing, and the honest answer depended on what the early years contained. The work was split into stages: establish residence and obligations for each year, then prepare the years in order, with a price attached to each stage and a decision point between them. Nothing later was started before the earlier stage was reviewed. The engagement produced a filed set of years and a running total the client had approved one stage at a time.
Re-quoting mid-engagement when a second country appeared
A straightforward individual engagement changed shape when the client mentioned an account and a small holding in a third country during the document review. We stopped, set out what the additional reporting involved and what it would cost, and did not resume until that was agreed in writing. The alternative, carrying on and explaining the difference on the invoice, is what clients arrive here to escape. The engagement produced the returns for both original countries plus the additional reporting, each priced separately on the quote.
An executor who needed the cost known before accepting the role
A prospective executor was weighing whether to take on an estate with assets in more than one country and asked for the professional cost before deciding. We worked through the asset list, identified which filings each asset would trigger and which were merely possible until a valuation arrived, and set out fixed prices for the certain ones with the conditions that would bring in the rest. The engagement produced a written schedule of filings and fees that the executor could put in front of the beneficiaries before accepting.
A corporate group priced return by return rather than as one package
The client had been quoted a single annual figure for a group and could not tell which company or which filing it belonged to, which made it impossible to compare or to question. We rebuilt the quote entity by entity, separating each corporate return from the cross-border reporting attached to it and showing where shared work had been counted once rather than several times. The engagement produced a quote the finance team could reconcile to their own structure, and a first year that was billed exactly as quoted.
Comparing two quotes that described different pieces of work
A client brought us a competing quote that appeared to be a good deal less and asked what we would do differently. Read side by side, the two documents covered different work: one priced the returns, the other priced the returns plus the reporting on foreign accounts and the correspondence expected afterwards. We marked up both so the missing pieces were visible rather than argued about. The engagement produced a written comparison of scope, and a decision the client made on what was included rather than on the headline.
One Salesperson Abroad, and a Corporate Filing Obligation
A single employee with authority to conclude contracts can create a taxable presence for the whole company. The review tests what the person actually does against the treaty article, and where a presence exists, works out what profit is attributable to it.
Read how this one runsInterest and Penalties Put to a Relief Application
Relief is discretionary and is decided on the circumstances that caused the delay, evidenced year by year. The application is built from the same chronology the filings rest on, so the two cannot contradict each other.
Read how this one runsAll case studies — every published engagement in one place.
Core International & Cross-Border Tax Services
Strategy and compliance for income, assets and families spread across borders.
Industries & Client Types We Serve Worldwide
- Foreign VAT / GST / sales tax registrations
- Marketplace withholding reviews
- Inventory nexus & PE analysis
- Multi-currency books reconciled
Software revenue crosses borders by default — sourcing rules, withholding on licence-like payments and IP location decide the effective rate.
Software revenue is rarely taxed where the team sits. Licence, subscription and service income are characterised differently by each side, and the answer decides withholding at source, treaty relief and whether a foreign customer creates a taxable presence at all — questions that are cheap to settle before the contract and expensive afterwards.
- Cross-border revenue sourcing & withholding
- IP structuring with real substance
- Equity for cross-border teams
- U.S. expansion: entity & PE setup
- Reg 105 / 102 waivers
- Permanent establishment risk
- Partner mobility planning
- Cross-border withholding recovery
- Section 216 rental returns
- FIRPTA withholding recovery
- Section 116 clearance
- Treaty credit optimization
- Transfer pricing documentation (s.247)
- Customs value vs transfer price
- Foreign affiliate reporting (T1134)
- Country-by-country reporting
- Reg 105 & U.S. CWA agreements
- Multi-state & country calendars
- Touring income allocation
- Royalty & image-rights withholding
- Residency analysis before moving
- Employer payroll exposure
- Totalization & social security
- Foreign tax credits
- Treaty access & PPT reviews
- FAPI & surplus computations
- Withholding-efficient routing
- Governance & substance
