Do you offer a refund if I am not satisfied?
We do not advertise a refund guarantee. The protection in this model is structural instead: you see the completed work and approve it before anything is filed, and the fee was agreed before the work began. If something is wrong, it is corrected at the review stage rather than argued about afterwards.
What happens if a mistake is found after filing?
We deal with it directly with the tax authority through the amendment route that applies, and we tell you what caused it. As with any work, you are told what a correction costs, if anything, before it is done rather than afterwards.
Can you release my documents if there is a fee dispute?
Yes. Copies of the returns, forms and working papers we prepared for you are yours, and a disagreement about an invoice is not a reason to hold them.
What counts as a change of scope on a cross-border file?
A change of scope is anything that adds a filing, a year or a jurisdiction to what the written scope described. A second country's return, an information form nobody mentioned at the outset, a year that has to be reconstructed before the current one can be prepared — each of those changes the work rather than the effort. Ordinary back-and-forth does not. Questions, a slip that arrives late, a figure that needs checking against a statement are part of preparing the return properly and sit inside the fee already agreed. If we think something has crossed the line, the work stops and you are asked before it goes any further.
Will I be told the revised price before any extra work starts?
Yes, and the work stops until you answer. When something surfaces that falls outside the agreed scope, you get a written note saying what it is, why it matters to the filing, and what it would cost to deal with. You then decide whether to proceed, defer it, or leave it out. Nothing outside the scope is prepared and added to an invoice afterwards, which is the failure this structure exists to prevent. If you decide against it, we say plainly what the consequence is for the filing, so the decision is made on the facts rather than on the price alone.
What is actually written into the scope I agree to?
The filings by name, the tax years they cover, the jurisdictions involved, and what is excluded. Exclusions matter more than people expect: a scope that says which forms are not included is the one you can hold us to. It also states what we need from you and when, because a file that waits three months for a statement is a different piece of work from one that does not. The price sits on that description. If the description turns out to be wrong, the price is revisited openly rather than absorbed quietly into a bigger invoice.
How should I check a draft return before approving it?
Start with identity and the plain facts: names as they appear on your official documents, the address, the filing status, the accounts listed. Then match each income figure to the slip or statement it came from, rather than reading down the page for a number that looks wrong. Read the covering note, which is where we set out any position taken and why. If something does not match what you know, say so before you approve — that is what the review step is for, and a correction at that point costs nothing but a re-send. Approval is the checkpoint; after it, the filing goes in.
A slip arrived after I approved the return, what happens now?
Send it. Whether it changes anything depends on what it reports, and that is the first thing we check rather than the last. If the figures already sit in the return through another document, nothing needs doing and we tell you so. If they do not, the route is a corrected or amended filing, and we tell you what caused it, what it involves and what it costs before doing it. Late slips are ordinary. They are more common on cross-border files than on domestic ones, because two countries' reporting calendars rarely line up.
Who deals with the tax authority if a correction is needed?
We do. A correction is our work to run, not a process handed back to you with instructions attached. That means preparing the amended filing, writing whatever explanation the authority needs, and answering the questions that come back. You are told what has been said on your behalf. Where the correction arises from something we got wrong, it is dealt with as part of finishing the job properly. Where it arises from information that reached us late or in a different form, we say so and quote the correction like any other piece of work, before starting it.
Do I have to file in both countries?
Frequently yes, and the two filings do different jobs. The country where the income arises taxes it at source; the country where you are resident taxes your worldwide income and then gives credit for the tax already paid. Filing only one side is what leaves relief unclaimed — the credit has to be asked for on a return. We prepare both sides so the numbers agree. See dual filing.
Is "fund transfer pricing" the same thing as transfer pricing?
No — and if you came here to calculate FTP, this is not it. Fund transfer pricing is a bank's internal allocation of funding costs and benefits between its own business units, a treasury and asset-liability management discipline used to measure branch or product profitability. Tax transfer pricing is about prices between legally separate related parties across borders, and about which country taxes the resulting profit. The words overlap; the fields do not. See our transfer pricing work.
