We provide transparent pricing with zero surprise bills. Review your final returns, compilations, and GST filings with us before they are filed, on a fee agreed in writing first. Ask us about affordable Cross-Border Estate & Trust Services: call the 24-hour helpline on +1 (416) 619-0068, or request a written fixed quote today.
Our standard fixed-rate structures help you manage business cash flows with complete confidence. Avoid hourly billing surprises.
Terminal returns | U.S. estate tax | Clearance
We offer customized billing structures for high-volume transactions and enterprise requirements.
All Pricing PlansCovers: The clearance application on a disposition of taxable Canadian property, with the cost-base evidence assembled, and the notification filed inside its own clock from closing.
What moves it up: Depreciable property. A rental building brings recapture into the computation and usually a different application route from a plain capital property.
See this fee pageCovers: The terminal and estate returns, date-of-death valuations by asset and currency, and the clearance that has to issue before the representative can safely distribute.
What moves it up: Assets in more than two jurisdictions. Each one adds its own valuation, its own filing and its own clearance timetable, and the slowest one sets the schedule.
See this fee pageCovers: The Canadian foreign property statement built on cost amount, in Canadian dollars, across everything the test reaches — including holdings people assume are excluded.
What moves it up: Missing acquisition records. The statement is tested on cost, so a holding bought fifteen years ago in another currency has to be reconstructed before it can be reported.
See this fee pageProviding tailored Cross-Border Estate & Trust tax filing and planning to reduce liabilities, maximize refunds, and ensure CRA compliance.
Cross-Border Estate & Trust filing quoted as a fixed fee before work begins, with no hidden extras — the number you are quoted is the number you are billed.
From information returns to corporate audits, protect your Cross-Border Estate & Trust business with CRA compliance and expert cross border tax strategies.
Documents, questions and signatures move through one secure portal, so a Cross-Border Estate & Trust file runs the same from Toronto, Dubai or Delhi.
Quoted up front, in writing.
Contact UsT2 corporate tax filing, balance sheets, income statements compilation, corporate tax optimization, and direct CRA representation.
T5013 partnership information returns, K-1 partner schedule allocations, structural planning, and tax minimization advisory.
Functional analysis, benchmarking study, local file and master file, prepared so the pricing policy stands up to an examination on either side of the border.
T3 trust tax return filing, testamentary trust setups, estate distribution allocations, and strategic inheritance planning.
Form 1040 from abroad with the exclusion or the credit, FinCEN 114 and Form 8938 where the tests are met, and the Canadian return reconciled against it.
Unfiled years brought current in the order that works, the disclosure route chosen on the facts, and the earliest year prepared first because it sets the rest.
T1 tax returns compilation for students, salaried employees, and self-employed. Covers T4/T5 matching, RRSP credits, and medical deductions.
Sales tax ledger reconciliation, Input Tax Credits (ITCs) verification, Netfile electronic submission to CRA, and provincial compliance checks.
CA (India), CA (Malaysia)
CA (India)
FCA (India)
CPA (Canada), CPA (USA), CA (India)
CPA (Canada), CA (India)
Cross-Border Estate & Trust starts at $From- $799. The quote is locked at the outset and does not change mid-engagement, and you review the deliverable with us before it is filed. Compare every plan on our transparent pricing page.
At minimum: prior-year returns and notices of assessment, your bank and credit-card statements for the fiscal period, payroll records if you have employees, and GST/HST filings. We send a checklist tailored to your situation after the first call to our 24-hour helpline.
Most engagements are completed within 3 to 5 business days once your documents are complete. Catch-up work covering multiple years takes longer, and we tell you the realistic timeline before you commit rather than after.
We respond on your behalf at no extra charge for any return we prepared. Every figure we file is supported by documentation retained in your file, which is what turns a CRA review from a crisis into correspondence. See how our CRA audit support works.
Yes. The late-filing penalty is 5% of the balance owing plus 1% of that balance for each full month the return is late, to a maximum of 12 months (CRA, 2025 tax year). Interest is what compounds, daily, on top. We prioritise catch-up work and, where eligible, file under the CRA's Voluntary Disclosures Program to reduce penalties.
Yes. We work with clients wherever they live, from our offices in India, the USA, Canada and the UAE, and your location does not change the price or the service. Browse our coverage by country and region to find yours.
We work across construction, healthcare, e-commerce, professional services, restaurants, real estate, transportation, technology and non-profits, each with its own deduction profile and the points tax authorities scrutinise. See all industries we serve.
Software applies the rules you told it about. It does not ask whether a treaty caps the withholding on that payment, whether the foreign credit was claimed in the right country, whether an information return was due on an account that earned nothing, or whether your related-party pricing is documented. Those are the questions that move the number on a cross-border file.
Call the 24-hour helpline, +1 (416) 619-0068. We establish which filings your position actually needs, then send a fixed fee in writing before any work starts — the number does not move once it is agreed.
No. All our pricing is fixed and transparent. Any additional charges (e.g., for transaction volumes beyond the package limits) are discussed and agreed upon upfront.
Yes. A certified tax accountant will be assigned to manage your account and will be available for direct support via email and phone.
Both countries have routes back, and using one before they contact you is what preserves the relief. On the US side there are procedures aimed at taxpayers whose failure was not wilful, including one designed for people living outside the country, and separate procedures for late account reports and information returns alone. Canada has its voluntary disclosures programme and taxpayer relief for penalties and interest. Filing quietly and hoping is the one approach with no protection attached to it. See catch-up filing.
For a resident, yes — worldwide gains are taxable, and the gain is computed in your own currency, so the exchange rate at purchase and at sale changes the number even when the local-currency price did not move. The country where the property sits usually taxes it too, often with a withholding or clearance step before closing, and that tax becomes a credit. A principal residence relief may apply to a home abroad on the same terms as one at home. See principal residence and foreign property.
Still have questions? View our FAQ page or contact us.
The deceased had lived in Canada all their life and owned a holiday property in the United States. Two filings were needed and they could not be prepared independently, because what was reported and paid on one side determined what the other could credit. We valued the property as at the date of death, prepared the terminal return with the deemed disposition in it, and made the treaty claim on the US filing. The engagement produced both returns, a documented valuation file, and a written record for the beneficiaries of how the two interact.
The estate was selling a property that had been let for many years, and the executor lived outside Canada. Because depreciation had been claimed against the rent, the computation was not a simple capital one and the application took a different route. We rebuilt the cost base from the original purchase and the improvement invoices, quantified what the years of letting had done to it, and filed the application within its clock from closing. The engagement produced the certificate, the release of the solicitor holdback, and the disposition reported correctly.
The executor was ready to distribute and had not considered that one beneficiary lived abroad, which changes what has to be withheld and reported on the payment rather than whether it can be made. We characterised each component of the proposed distribution, because income and capital are not treated alike when they cross a border, and set out what the estate had to do at the moment of payment. The engagement produced a written distribution schedule, the reporting filed on the amounts paid out, and a beneficiary who knew what to expect at home.
A family trust had been administered for years on the assumption that its only reporting duty was where the trustees sat. Beneficiaries in another country had been receiving distributions with no characterisation recorded. We worked back through the trust accounts, established what each payment had been in the year it was made, and prepared the reporting owed in each place in the correct order. The engagement produced the outstanding filings, a distribution policy the trustees can apply going forward, and a note for each beneficiary of what they must report.
The deceased had not filed for several years before death, and the estate could not be wound up while those years were open. The work was ordinary but strictly ordered: establish residence and obligations year by year, rebuild each return from the records that survived, then the terminal return, then the application for clearance to distribute. The engagement produced the full set of filed years and the confirmation the executor needed before releasing funds, which is what had been holding the beneficiaries up.
A property had passed down through a family and was now in an estate with a beneficiary living abroad. Nobody had kept the original documents, and the figure the family believed to be the cost was a story rather than a record. We assembled what could be evidenced, land registry history, the successive transfers and the invoices for the major works, and documented the reasoning where evidence stopped. The engagement produced a supportable cost base, the disposition reported on it, and a file that answers the question if it is ever asked.
A trust settled in one country and a beneficiary living in another produces reporting for the trust, the settlor and the beneficiary, on different forms and different dates. The engagement maps who files what before anything is prepared.
Read how this one runsThe two countries classify the vehicle differently, so relief that ought to apply frequently does not and the same profit can be taxed in both hands. The engagement examines whether the structure can be changed and what the change itself costs.
Read how this one runsAll case studies — every published engagement in one place.
Strategy and compliance for income, assets and families spread across borders.
Performance income is taxed where earned — Regulation 105 in Canada, withholding agreements in the U.S. — with special treaty articles overriding the usual rules.
Performance income is taxed where the performance happens, and the deduction is usually taken at source on the gross fee before expenses. Recovering the difference is a filing exercise in the other country, and it only works if the tour, the residency and the withholding certificates were documented while the work was being done.
Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.
