Fixed fee in writing first: how it actually works — cost-effective

The fee is agreed in writing before any work starts, the work is done and sent to you, you review it, and nothing is filed before you have seen it. Cost-effective fixed fee in writing first: how it actually works with a fixed fee agreed in writing before any work starts. Call the 24-hour helpline on +1 (416) 619-0068, or request a written quote today.

  • 15+Years of the founder's cross-border experience
  • 18,000+Clients served across our offices in India, the USA, Canada and the UAE
  • 5.0Google rating
  • 4Global offices — India, USA, Canada & UAE
  • Offices in India, the USA, Canada and the UAE
  • Fixed fee agreed before work starts
  • 15+ years of cross-border experience
In short

The fee is agreed in writing before the work starts, the work is then done and sent to you in full, and nothing is filed until you have reviewed it. The number on the invoice is the number you accepted — the sequence exists so you see what you are paying for before it goes anywhere in your name.

The sequence, in order

  1. A call to the 24-hour helpline establishes what is actually due: which returns, which years, which countries.
  2. You get a written scope and a fixed fee, in writing.
  3. You send documents and sign the authorisations that let us deal with the tax authority for you.
  4. We prepare the work and send you the complete package to review — the returns and the forms, not a summary of them.
  5. You approve it. If something is wrong, it is corrected before it goes anywhere.
  6. We file. The number on the invoice is the one agreed in step two — never a different one.
Two of the firm’s advisers at the glass desk in the Delhi office

Why the order matters more in cross-border work

Because a cross-border return contains judgement calls you are entitled to see before they are submitted in your name: which country is treated as taxing first, which treaty article is being relied on, how a foreign figure was converted, which of two available elections was made. On a file that is prepared, filed and invoiced in one motion, you find out about those decisions after they have been made. Here the review step exists so you find out before.

What we ask for up front

Documents and authorisations, not money. The authorisations are the ones the CRA, the IRS or the Indian department require before a representative can act — they take minutes to sign and they are what lets us see your account rather than ask you to read it out. Where an engagement runs across a very long project or a group of entities, staged billing against agreed milestones is sometimes the sensible structure, and if it is, it is written into the scope before the work starts rather than introduced later.

What is fixed before the work, and what is not

Fixed: the fee, the scope, and what you have to provide. Not fixed: how long a tax authority takes to process what we file, or what a foreign authority does with a certificate application. We will tell you the timing we control and the timing we do not, and we will not quote you a date that depends on somebody else's queue as though it were ours.

The jobs this applies to

Every priced engagement on the site works this way. These are five of them; the full schedule is on the pricing index.

Your next step

One call to our 24-hour helpline is usually enough to tell you whether this is a filing or a project, and what each would cost. The call is free, and we will say so if the answer is that you do not need us. We would rather scope it properly than quote it quickly.

Contact us — 24-hour helpline

Checked and signed off for the 2025 and 2026 filing seasons by Udit Gupta, International Tax, Cross-Border Tax & Transfer Pricing Expert, Legal Quotient Consultants. Published as general information. For a position on your own file, call the 24-hour helpline.

Do American citizens living abroad have to pay taxes — what this page covers

People reach this page searching for do American citizens living abroad have to pay taxes. It is covered here as it applies to fixed fee in writing first: how it actually works — who it applies to, what has to be filed, and what it costs, at a fixed fee agreed before the work starts.

People also search for: do you have to pay taxes · is double taxation legal · foreign earned income credit · exclusion for foreign earned income · taxes for american expats.

From first contact to filed return

  1. Share your documents

    A secure upload link arrives after the first call — send files in any state.

  2. A written fixed fee

    The quote is fixed from what you send; it does not move once accepted.

  3. Preparation, both sides at once

    The returns are drafted together, reconciled line against line.

  4. Approve, then file

    Nothing is filed until you have seen it and approved it.

How Fixed fee in writing, how it works is handled here

Factor Legal Quotient Hourly billing model
Pricing A fixed fee, agreed in writing before work starts Hourly, billed as incurred
Experience 15+ years of cross-border work, 18,000+ clients Varies by file
Both sides of the border Prepared together by one team, so relief is claimed exactly once One country at a time, reconciled later
Who reviews it A named practitioner, published on the page Whoever the queue reaches
Where the work happens Our offices in India, the USA, Canada and the UAE Whichever single office you can travel to

The vocabulary this page leans on

Dependent agent
A person who habitually concludes contracts, or plays the principal role leading to them, on behalf of a foreign enterprise — creating a taxable presence without premises.
Economic nexus
A sales-tax connection created by revenue or transaction volume into a state, without any physical presence.
Pipeline planning
A post-mortem strategy addressing the double inclusion that arises when shares are taxed on death and again on distribution, executed inside a defined window.
Forced heirship
Rules in some legal systems reserving part of an estate for particular heirs, which can override a will drafted elsewhere.

The published fees closest to Fixed fee in writing, how it works

A quote that turns out to need more work part-way through is re-scoped and re-quoted in writing at that point, which is the mechanism this page describes rather than a promise about the number itself.

Non-resident & departure filings
$349in US dollars, fixed before work starts

Covers: For anyone taxed by a country they do not live in — rent, pensions and investment income reaching across a border after the move.

See this fee page
Foreign asset & information reporting
$349in US dollars, fixed before work starts

Covers: The information returns that carry the heaviest penalties — foreign accounts, foreign property, foreign affiliates — prepared from one asset list.

See this fee page

What working with us on Fixed fee in writing, how it works looks like

Cross-border is the whole practice

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.

Both sides prepared together

Two returns built against each other by one team, so relief is claimed exactly once and nothing falls between the two systems.

The order of filing is planned, not improvised

Which return goes first decides whether relief can be claimed at all. That sequence is worked out before anything is submitted.

One team, not two firms billing separately

You are not the go-between for two sets of advisers with two sets of assumptions. One engagement covers each country the file touches.

Two of the firm’s advisers and the team in the open-plan office
The team at work in the open-plan office

The engagement, start to finish

  • Step 1: Send the documents as they are – No tidying required — forward what you have and we tell you what is missing.
  • Step 2: Get a fixed quote in writing – Priced from your actual documents before any work begins, not estimated after.
  • Step 3: Both countries prepared together – One team builds the filings against each other so the relief lands exactly once.
  • Step 4: Review, then file – You approve the finished work before we file it.

Quoted up front, in writing.

Contact Us 24-hour helpline +1 (416) 619-0068

The rest of this practice

Each of these carries its own guide, pricing pointers and FAQ.

Core services for this situation

Form 3520-A — foreign trust annual return Its own page: form 3520-a foreign trust return — mechanism, deadlines and published fees.
Graduated rate estates Everything on graduated rate estates, at the same depth as this page.
Intercompany agreements Intercompany agreements — the guide, the FAQ and the fixed fee.
Setting up a US LLC as a Canadian The full guide to setting up a US LLC as a Canadian, with the fee fixed before any work starts.
Interest on NRO deposits — withholding and refunds Its own page: interest on NRO deposits — withholding and refunds — mechanism, deadlines and published fees.
Form W-8ECI — effectively connected income Everything on form w-8eci effectively connected income, at the same depth as this page.
Secondment agreements and reimbursement Secondment agreements and reimbursement — the guide, the FAQ and the fixed fee.
Form SS-4 — EIN application The full guide to form ss-4 EIN application, with the fee fixed before any work starts.
Form 8991 — BEAT Its own page: form 8991 beat — mechanism, deadlines and published fees.

Clients who arrive with this exact page

Oil & gas rotational workers — relief you're probably missing Its own page: oil & gas rotational workers relief you're probably missing — mechanism, deadlines and published fees.
Family holding companies cross-border tax Everything on family holding companies cross border tax, at the same depth as this page.
Tax for defence contractors Defence contractors tax — the guide, the FAQ and the fixed fee.
IT contractors — what we charge The full guide to it contractors what we charge, with the fee fixed before any work starts.
Influencers & content creators — your filing calendar Its own page: influencers & content creators your filing calendar — mechanism, deadlines and published fees.
Property developers cross-border tax Everything on property developers cross border tax, at the same depth as this page.
Tax for auditors & accountants abroad Auditors & accountants abroad tax — the guide, the FAQ and the fixed fee.
Management consultants — what you owe in each country The full guide to management consultants what you owe in each country, with the fee fixed before any work starts.
Agriculture & agri-tech cross-border tax Its own page: agriculture & agri-tech cross border tax — mechanism, deadlines and published fees.

Countries and corridors this work reaches

Seychelles tax for expats — country guide Its own page: seychelles tax for expats — mechanism, deadlines and published fees.
Croatia tax for expats — country guide Everything on croatia tax for expats, at the same depth as this page.
Bangladesh tax for expats — country guide Bangladesh tax for expats — the guide, the FAQ and the fixed fee.
Canada–Philippines tax corridor The full guide to Canada Philippines tax, with the fee fixed before any work starts.
US–Germany tax corridor Its own page: US Germany tax — mechanism, deadlines and published fees.
Lebanon tax for expats — country guide Everything on lebanon tax for expats, at the same depth as this page.
Uzbekistan tax for expats — country guide Uzbekistan tax for expats — the guide, the FAQ and the fixed fee.
Moldova tax for expats — country guide The full guide to moldova tax for expats, with the fee fixed before any work starts.
Spain tax for expats — country guide Its own page: Spain tax for expats — mechanism, deadlines and published fees.

The people on your file

Named practitioners, each with the countries and the part of a cross-border file they carry, across India, the USA, Canada and the UAE. Every page on this site says who reviewed it, and the reviewer is one of these people rather than an unnamed team.

Udit Gupta, International tax, cross-border tax and transfer pricing: USA, Canada, India and UAE, Legal Quotient Consultants
Director, International tax, cross-border tax and transfer pricing: USA, Canada, India and UAE

CA (India), CA (Malaysia)

Reviews and signs off the practice's cross-border positions, and carries final responsibility for the treaty analysis on every file that leaves any of our offices.

Raghav Gupta, UAE and India international tax, cross-border tax and transfer pricing, Legal Quotient Consultants
Director, UAE and India international tax, cross-border tax and transfer pricing

FCA (India)

Files that run between the UAE and India: residence, the treaty position, and the benchmarking and documentation behind intercompany pricing.

Anmol Mittal, USA and Canada international tax, cross-border tax and transfer pricing, Legal Quotient Consultants
Director, USA and Canada international tax, cross-border tax and transfer pricing

CPA (Canada), CPA (USA), CA (India)

Files that have to be right on both sides of the US–Canada border at once — dual filings, streamlined catch-ups, and the foreign tax credit reconciliation between them.

Meet the whole team

What these engagements turn on

Case study 1

Original quote held after a return proved simpler than expected

A return quoted on the assumption of a complex foreign-property disclosure turned out, once the documents arrived, to involve a single small account rather than the more extensive holding the client had described at the outset. The quoted figure stayed the same rather than being reduced, consistent with how a fixed quote works in both directions — it does not move up when the work turns out bigger than expected, and it does not move down when the work turns out smaller.

Case study 2

New scope quoted separately after documents revealed an unmentioned foreign account

A client's documents, once reviewed, revealed a foreign investment account that had not been mentioned when the original return was scoped, requiring an additional disclosure the original quote had not covered. Rather than fold the extra work into the existing quote, the additional scope was priced separately and agreed in writing before it was prepared, and the original quoted work proceeded at its original figure.

Case study 3

Two written quotes issued for two distinct pieces of work discovered mid-engagement

A corporate return, once underway, revealed a related-party transaction the client had not previously flagged, which required its own transfer-pricing documentation as a separate piece of work from the return itself. We prepared a written quote for that documentation specifically, distinct from the return's own already-agreed figure, and both pieces of work proceeded on their own separately agreed terms.

Case study 4

Inheriting Property in India While Living Abroad

India does not tax the inheritance itself, but the later sale and the money leaving the country both have positions of their own. The file establishes the cost base to use on that sale and what the remittance will require.

Read how this one runs
Case study 5

The Year of Leaving India

The departure year carries a transition status with its own treatment of foreign income, and the position for the following years follows from how it is set. Getting the first year right saves arguing about the rest.

Read how this one runs
Case study 6

A Second Opinion on a Return Already Filed

A cross-border return prepared on one side only is usually right in isolation and wrong in combination. The review checks residence, source and relief in that order, and says plainly whether an amendment is worth making.

Read how this one runs
Case study 7

Two Passports, Two Returns, One Income

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 runs
Case study 8

Unreported Foreign Income Disclosed Before the CRA Asked

A voluntary disclosure has to be genuinely voluntary — once a letter arrives, the route usually closes. The engagement establishes whether the programme is still available, prepares the years, and puts the relief request in with the filing rather than after it.

Read how this one runs

All case studies — every published engagement in one place.

Core International & Cross-Border Tax Services

International Tax Planning & Advisory

Strategy and compliance for income, assets and families spread across borders.

One coordinating team: filings on every side of the border are sequenced so treaty relief and foreign tax credits are claimed once — and in the right country.
U.S. & Cross-Border Tax Returns
Dual filers: U.S. citizens in Canada and Canadians with U.S. income run two parallel systems — we prepare both, in the right order, every year.
Expat & Emigration Tax
The move year is its own project: the elections and valuations filed that year decide the next decade of both countries’ returns.
Non-Resident Canadian Tax
Default withholding is 25% of gross: elective returns routinely turn over-withheld rent and pensions into refunds.
Transfer Pricing & BEPS
Documentation prepared with the return is the cheapest insurance in international tax; reconstructing it during an audit is the most expensive.
Cross-Border Estates & Trusts
Wills drafted for one country routinely misfire in the other — deemed disposition here, estate tax there, credits in between.
Cross-Border Corporate Tax
Expansion raises the same four questions every time — entity, PE, repatriation, payroll. We answer them before the tax authorities do.
India Tax for NRIs & Returning Residents
The deduction is taken on the sale price, not the gain — which is why an NRI property sale strands cash unless the certificate is applied for before closing.
Canadian Tax with a Foreign Element
Residency is decided on facts, not on a form — and the year you arrive or leave is the one where the largest amounts turn on the smallest details.
UAE Tax for Expats & Their Home Country
A zero-tax country is only half the answer — the question that decides the bill is whether the country you came from still treats you as resident.

Industries & Client Types We Serve Worldwide

Global E-commerce & Marketplaces
Technology & SaaS
Professional Services Firms
Cross-Border Real Estate
Importers, Exporters & Manufacturers
Athletes, Artists & Entertainers
Remote Workers & Digital Nomads
Investment Funds & Holding Companies
Global E-commerce & Marketplaces

Cross-border tax for sellers shipping worldwide: marketplace withholding, foreign registrations and inventory nexus handled before they become audits.

Marketplaces withhold, remit and report in their own right, so the tax position of a single sale is decided by where the stock sat, where the buyer was and which platform collected — not by where the company is registered. We reconcile the platform's own filings against the returns before either is submitted.

  • Foreign VAT / GST / sales tax registrations
  • Marketplace withholding reviews
  • Inventory nexus & PE analysis
  • Multi-currency books reconciled
Explore E-commerce & Marketplaces
Technology & SaaS
  • Cross-border revenue sourcing & withholding
  • IP structuring with real substance
  • Equity for cross-border teams
  • U.S. expansion: entity & PE setup
Explore Technology & SaaS
Importers, Exporters & Manufacturers
  • Transfer pricing documentation (s.247)
  • Customs value vs transfer price
  • Foreign affiliate reporting (T1134)
  • Country-by-country reporting
Explore Trade & Manufacturing
Athletes, Artists & Entertainers
  • Reg 105 & U.S. CWA agreements
  • Multi-state & country calendars
  • Touring income allocation
  • Royalty & image-rights withholding
Explore Athletes & Entertainers
Remote Workers & Digital Nomads
  • Residency analysis before moving
  • Employer payroll exposure
  • Totalization & social security
  • Foreign tax credits
Explore Remote Workers
Investment Funds & Holding Companies
  • Treaty access & PPT reviews
  • FAPI & surplus computations
  • Withholding-efficient routing
  • Governance & substance
Explore Funds & Holdcos

Fixed fee in writing first: how it actually works — questions we are asked

What do you need before you start?

The fee agreed in writing, the documents, and the signed authorisations that let us act with the tax authority on your behalf. Nothing is prepared until all three are in place.

What does "approve" actually mean — am I signing off on the tax positions?

You are confirming that the facts are right and that you have seen the work. The technical positions are ours, they are explained to you in plain terms before you approve, and the review exists precisely so you can ask why something was done that way while it can still be changed.

What if I do not approve the work?

Then it is not filed, and we deal with whatever the objection is. In practice the review step catches factual corrections — a missing slip, a figure from the wrong account — and those are fixed and re-sent. Approval is the checkpoint, and the engagement is not finished until the result is right.

What actually gets fixed when a quote is agreed in writing?

The scope of the work and the figure attached to it are both fixed at that point, so neither side is negotiating from a moving target once the engagement starts — the return that gets prepared is the one described in the quote, at the price described in it.

What happens if the documents turn out to describe more work than the original quote assumed?

The additional scope is priced separately and agreed in writing before it is prepared, rather than folded into the original quote at the original price or left as an open-ended addition — the original work stays at its original figure, and only the genuinely new scope gets a new one.

Why does the quote get written before any work begins rather than after?

Because a figure set after the work is done is really just an invoice, not a quote, and the whole point of fixing the number first is that a client knows what an engagement will cost before committing to it, rather than finding out at the end.

Does a written quote ever change once it has been agreed?

Only if the scope itself changes — a document that turns out to cover an extra year or an extra entity is genuinely different work, and that difference gets its own written figure; the original quoted work does not move.

What is cross-border tax?

Cross-border tax is what applies when income, assets or people touch more than one tax system at once — someone living in one country and earning in another, a company selling or hiring abroad, a family holding property in a second country. The work is rarely one country's rules applied harder; it is reconciling two sets of rules and claiming the relief that stops the same income being taxed twice at full rates. See what we do.

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.

No hourly billing, ever

Get your engagement handled for a fixed fee

Send us the facts. You will get a scope and a fixed fee in writing, and nothing starts until you agree to both.

  • A named reviewer signs off every filing
  • 18,000+ clients served
  • Re-quoted, never silently invoiced

Our practitioners are alumni of leading accounting and tax institutions

Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.

Request a Quote +1 (416) 619-0068