Why we quote fixed fees, not hourly rates

The number is agreed before the work starts, which means it is a decision you make rather than a bill you receive.

  • 15+Years of the founder's cross-border experience
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  • 4Global offices — India, USA, Canada & UAE
  • Offices in India, the USA, Canada and the UAE
  • Fixed fee agreed before work starts
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In short

Every engagement here is quoted as a fixed fee in writing before any work begins, and you review the work before anything is filed. An hourly engagement reverses that: you learn the number at the end, and you pay for the time rather than for the result.

What an hourly bill actually prices

It prices our time, which is the one input you cannot verify and cannot control. Two things follow from that, and both of them work against you. The risk that a file is messier than it looked sits with you rather than with us, because every extra hour of untangling is an extra hour on the invoice. And the moment the clock is running, asking a question costs money — so the questions that would have changed the answer do not get asked.

Cross-border work makes this worse than it is elsewhere. A file with two tax systems in it has genuinely unpredictable stretches: a treaty position that turns on one document, a prior year that has to be reconstructed before the current one can be filed. Those are exactly the hours an hourly engagement passes on.

Two of the firm’s advisers at a desk in the Delhi office

What changes when the fee is fixed

The scoping moves to the front. Before a number can be quoted, somebody has to establish which returns are due, for which years, in which countries, and what is missing — so that work happens on the first call rather than at your expense. The number then covers the scope, and the risk of the file being harder than described is ours.

  • You can compare two firms on one figure instead of on two hourly rates and two guesses at the hours.
  • Questions during the engagement cost nothing, so you ask them.
  • The invoice is the number you already agreed to.

Where a fixed fee is genuinely harder to give

When nobody yet knows the size of the problem. Several unfiled years, a set of foreign accounts of unknown number, an estate whose assets have not been listed — none of those can be priced accurately from a description. In those cases the scope itself is the first piece of work: a defined review that establishes what is actually outstanding, quoted as its own fixed fee, after which the filing work is quoted properly. What we do not do is start on an open meter and tell you the total afterwards.

What happens if the scope changes

We re-quote before continuing, and you decide. A year that nobody knew about, an entity that turns up in the documents, a certificate that has to be applied for first — each of those is a change to what was priced, and each of them stops the work until you have agreed the new number. There is no version of this where an invoice arrives containing something you have not already approved.

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

If you want to arrive prepared: the prior-year returns, the dates that matter, and any letter or slip that prompted the question. If you would rather just talk it through first, that works too. Ask before the move rather than after it, because most of the useful options expire on the date.

Contact us — 24-hour helpline

Reviewed for accuracy for the 2025 and 2026 filing seasons by Udit Gupta, International Tax, Cross-Border Tax & Transfer Pricing Expert, Legal Quotient Consultants. This is general information rather than advice about your file — a short call is the way to get the second.

Personal tax preparation cost — what this page covers

Read this page for personal tax preparation cost. It works through why we quote fixed fees, not hourly rates from the beginning — whether it applies to you at all, what has to be filed if it does, and what the engagement costs, priced up front.

The four phases of the work

  1. Documents first, questions second

    We read the file before asking anything, so the questions we do ask are the ones that matter.

  2. A quote you can hold us to

    Fixed in writing against a defined scope. No hourly meter, and no revision after the fact.

  3. The order of filing decided deliberately

    Which return goes first can decide whether relief is available at all. That is planned, not discovered.

  4. Nothing filed without your sign-off

    You see the completed work, ask what you need to, and approve it before submission.

The difference a dedicated cross-border team makes

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

Four terms worth pinning down

Form 5471
The US information return for an interest in a foreign corporation, requiring foreign accounts restated to US principles.
Customs valuation
The rules determining the value on which duty is assessed, related to but distinct from transfer-pricing rules on the same price.
Dual consolidated loss
A loss usable in two countries by the same economic group, restricted by rules designed to prevent it being deducted twice.
Equalisation levy
An Indian charge on specified digital transactions that sits outside the income tax act, so treaty relief and foreign credit arguments do not work on it in the usual way.

The published fees closest to fixed fees not hourly rates

The trade-off runs the other way too: a fixed fee has to be re-scoped in writing if the work turns out to be materially bigger than what was quoted, rather than simply absorbing anything at all.

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

Covers: Arrival and departure years priced as one engagement, with the part-year residence position and the assets deemed disposed of on exit.

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

Covers: Disclosure of assets and interests held abroad, built once from a single asset list and filed on every side that asks for it.

See this fee page

What working with us on fixed fees not hourly rates looks like

The reporting penalties get named early

The heaviest exposure on a cross-border file is usually a disclosure form, not the tax. We identify which ones apply before a deadline turns into a penalty.

You deal with the person who did the work

The practitioner who prepared and reviewed your file is the one who answers the question about it.

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.

Filed with the authority, not just prepared

The engagement runs to submission and to the correspondence that follows it, including the queries that arrive months later.

The team at work in the open-plan office
The firm’s founder at his desk in the Delhi office

How the work runs — quote first, then the work

  • Step 1: Start with a conversation about the facts – Dates, residence, where the income arose. Fifteen minutes is usually enough to know what applies.
  • Step 2: Scope and price, both written down – You get the scope and the fixed fee together, so there is no question later about what was included.
  • Step 3: Prepared by one team, reviewed by a named practitioner – The same people see both sides of the file, and the reviewer signs their name to it.
  • Step 4: Filed, then followed through – Submission is not the end of the engagement — the queries that arrive afterwards are part of it.

Quoted up front, in writing.

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

Keep reading, sideways

Every link below is a full page of its own — the same depth as this one, for its own subject.

Core services for this situation

Amending a filed return — all three countries Everything on amending a filed return three countries, at the same depth as this page.
Late T1135 — penalty relief Late T1135 penalty relief — the guide, the FAQ and the fixed fee.
Section 85 — rollover on incorporation The full guide to section 85 rollover on incorporation, with the fee fixed before any work starts.
Form 8288-C — section 1446(f) withholding Its own page: form 8288-c section 1446f withholding — mechanism, deadlines and published fees.
TDS when buying property from an NRI (s.195) Everything on TDS when buying property from an NRI (s.195), at the same depth as this page.
Form 8832 — entity classification election Form 8832 entity classification election — the guide, the FAQ and the fixed fee.
Paying dividends to a foreign parent The full guide to paying dividends to a foreign parent, with the fee fixed before any work starts.
Resale price & cost plus methods Its own page: resale price & cost plus methods — mechanism, deadlines and published fees.
International tax planning Everything on international tax planning, at the same depth as this page.

Who we help

Tax for architects Everything on architects tax, at the same depth as this page.
Management consultants — your filing calendar Management consultants your filing calendar — the guide, the FAQ and the fixed fee.
Twitch & live streamers — what we charge The full guide to twitch & live streamers what we charge, with the fee fixed before any work starts.
AI & deep-tech startups cross-border tax Its own page: ai & deep-tech startups cross border tax — mechanism, deadlines and published fees.
Tax for management consultants Everything on management consultants tax, at the same depth as this page.
Tax for gig-economy drivers & couriers Gig-economy drivers & couriers tax — the guide, the FAQ and the fixed fee.
Influencers & content creators — what we charge The full guide to influencers & content creators what we charge, with the fee fixed before any work starts.
Crypto traders — your filing calendar Its own page: crypto traders your filing calendar — mechanism, deadlines and published fees.
Tax for missionaries & clergy Everything on missionaries & clergy tax, at the same depth as this page.

The corridors we work every week

China tax for expats — country guide Everything on China tax for expats, at the same depth as this page.
France tax for expats — country guide France tax for expats — the guide, the FAQ and the fixed fee.
Spain tax for expats — country guide The full guide to Spain tax for expats, with the fee fixed before any work starts.
Estonia tax for expats — country guide Its own page: Estonia tax for expats — mechanism, deadlines and published fees.
Netherlands tax for expats — country guide Everything on Netherlands tax for expats, at the same depth as this page.
US–Mexico tax corridor US Mexico tax — the guide, the FAQ and the fixed fee.
US–UAE tax corridor The full guide to US UAE tax, with the fee fixed before any work starts.
Ukraine tax for expats — country guide Its own page: Ukraine tax for expats — mechanism, deadlines and published fees.
Costa Rica tax for expats — country guide Everything on Costa Rica tax for expats, at the same depth as this page.

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.

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

CA (India)

Indian cross-border files: residents with income abroad, non-residents with income in India, and the treaty relief that ties the Indian return to the one filed in the other country.

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

Cross-border tax case studies

Case study 1

Fixed fee held on a file that ran longer than typical for its category

A return quoted at a standard fixed fee for its category ended up requiring more time than average once an unexpected foreign document had to be tracked down through a third party. The quoted fee stayed the same rather than being adjusted upward, since the additional time fell within what the original scope description had covered rather than representing genuinely new work outside it.

Case study 2

Scope-based re-quote issued when a file grew materially beyond its original description

A return initially described as a straightforward personal filing turned out, once the documents arrived, to require a full foreign-tax-credit computation across three countries that had not been mentioned at the outset. Rather than absorb the difference or bill hourly for the excess, the additional scope was priced separately in writing before it was prepared, and the client approved the revised figure before the work continued.

Case study 3

Fixed fee compared against an hourly estimate for a client considering both options

A client comparing this practice against an hourly-billing competitor asked to understand the actual cost difference for their specific, moderately complex cross-border file. We set out the fixed fee against a realistic hourly estimate for the same scope of work, and the client chose the fixed fee specifically for the certainty of knowing the final cost before committing, even though the two figures were reasonably close.

Case study 4

Residency Changed Mid-Year and Both Returns Assumed a Full One

A move part-way through a year produces two part-year positions, not two full ones. The engagement establishes the date residence actually changed, allocates income either side of it, and amends whichever return was filed on the wrong footing.

Read how this one runs
Case study 5

Whether the Year Made Someone an NRI

Indian residence is decided by presence tests applied to the financial year, and a single trip can change the answer for the whole of it. The status is established before any return or exemption is considered.

Read how this one runs
Case study 6

The Two-Year Window After Returning to India

Returning residents pass through a transitional status in which foreign income is largely outside the Indian net. The engagement establishes when the window opens and closes, and puts the transactions that benefit inside it.

Read how this one runs
Case study 7

US Estate Tax on Assets a Canadian Did Not Know Were Exposed

US shares and US real estate sit inside the US estate tax net regardless of where the owner lives. The treaty provides relief that is proportionate rather than automatic, and the calculation depends on the worldwide estate.

Read how this one runs
Case study 8

First Canadian Return After Arriving Mid-Year

The arrival date splits the year and sets the cost base of what you brought with you. Getting that date and those values right is what determines whether a later sale is taxed on the whole gain or only on the part that accrued after landing.

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
  • Foreign VAT / GST / sales tax registrations
  • Marketplace withholding reviews
  • Inventory nexus & PE analysis
  • Multi-currency books reconciled
Explore E-commerce & Marketplaces
Technology & SaaS

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
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

Why we quote fixed fees, not hourly rates — questions we are asked

Is a fixed fee more expensive than paying by the hour?

For a file that runs exactly as described, an hourly engagement can come out lower — that is the honest answer. A fixed fee carries the risk of the file being harder than it looked, and that risk has a price. What you get for it is certainty before you commit, and an adviser whose incentive is to finish the work rather than to spend time on it.

What if my file turns out to be simpler than you expected?

The quoted fee stands, in the same way it stands when the file turns out to be harder. That symmetry is the whole point of quoting up front. Where a scope shrinks materially — a year turns out to have been filed already, a form is not required after all — we say so and re-quote downwards, because a fee for work that is not needed is not a fee we want.

Do you charge for the first conversation?

No. The first call is free, the helpline is open 24 hours a day, and its purpose is to establish scope so the fee can be quoted properly. Nothing starts before you have a written number in front of you and have agreed to it.

Does a fixed fee ever get renegotiated once the work has started?

Only if the work turns out to be materially bigger than the original scope assumed, in which case the additional scope is priced separately in writing before it is prepared — the fixed fee is not simply abandoned partway through, and it is not silently absorbed regardless of how much bigger the work turns out to be either.

How is a fixed fee actually set if the return's complexity isn't known in advance?

It is set from the client's documents and a description of their situation reviewed before the quote is issued, which is why documents are requested before a figure is given rather than a generic estimate offered blind — the fee reflects the actual facts, not a guess.

Does an hourly rate ever produce a lower total cost than a fixed fee?

It can, for a genuinely simple file that takes far less time than average, but the client bears the uncertainty of not knowing the final figure in advance either way, which is the trade-off a fixed fee removes regardless of which pricing model happens to produce the lower number on a given file.

Why does removing billing uncertainty matter more for cross-border work specifically?

Because cross-border files are more prone to unexpected complications — a missing foreign document, a treaty question that needs research — than a routine domestic return, an hourly bill on this kind of file can run up quickly in ways that are hard for a client to predict in advance, which is exactly the uncertainty a fixed fee removes.

Does a fixed price mean you do less work on a complicated file?

It means the price is set from what the work is worth to you rather than from how long it takes us, and that scoping happens before the engagement rather than during it. A file that turns out to be more complicated than described is re-scoped and re-quoted openly; it is never quietly billed up at the end.

How would a foreign tax authority know I am resident there?

Mostly from information you or your bank already provided. Account-opening forms ask you to self-certify tax residence, and that certification is reported between authorities under the Common Reporting Standard or, for US accounts, under the FATCA framework. Beyond that: employer and payroll filings, property registries, immigration records and the tax filings of anyone who paid you. The realistic planning assumption is that the data arrives. See FATCA and information reporting.

A named reviewer on every filing

Your engagement, quoted before we start

One call to the 24-hour helpline is enough to tell you what has to be filed, what it costs, and whether you need us at all.

  • A named reviewer signs off every filing
  • Re-quoted, never silently invoiced
  • Offices in India, the USA, Canada and the UAE

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