Every situation we file for, by the situation rather than by the form.
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24-hour helpline: +1 (416) 619-0068374 pages in this section. Every situation we file for, by the situation rather than by the form.
Every page in this section is written to the same standard: it opens with the block that exists nowhere else on the site — a threshold, a treaty article, a rule that applies to one group and not the one beside it — and it carries one worked example, worked through in full rather than a set of generalities.
Where a page needs a statutory threshold, a rate or a day-count, that figure is verified against the issuing authority before it ships. Where it cannot be verified for the year in question, the page states the mechanism and quotes no number, because a wrong threshold on a page like this is worse than no page at all. Every statutory page also carries the name of the person who reviewed it and the date they did.
Fees are fixed and agreed in writing before any work begins, and you review the finished work before it is filed. Documents move through a secure portal and you can meet us at any of our offices, so where you are makes no difference to how it works.
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Reviewed against current guidance 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.
374 pages. Every situation we file for, by the situation rather than by the form. Each one opens with the part that applies to that situation and nowhere else — a threshold, a treaty article, a filing that one group owes and the group beside it does not — and works one example through in full.
The fee is fixed and agreed in writing before any work begins, priced from the documents you send rather than estimated afterwards, and it does not move once accepted. You see the finished work and approve it before anything is filed.
A named adviser reviews every return and every information filing before it goes out, and the statutory pages on this site carry the name of the person who reviewed them and the date they did it. You approve the finished work yourself as the last step.
Send what you have — a return, a notice, a set of statements, in whatever state it is in — through the secure portal after the first call, and you get a written fixed fee back. Or call the 24-hour helpline on +1 (416) 619-0068 and we will tell you what is needed.
By situation and by form family rather than by a single flat list — individual situations, business and corporate matters, treaties, catch-up work, transfer pricing, estates, payroll and advisory each have their own section, so you can start from whichever description matches your own facts.
Start from the situations section, which is written in the reader's own words rather than in form numbers or legal terms, or call the helpline and describe what is actually happening — most situations map cleanly onto one of the existing categories once the facts are laid out.
Which return goes first decides whether relief can be claimed at all. That sequence is worked out before anything is submitted.
An unfiled history is not a reason to wait longer. We assess what is still open and what relief the delay attracts before the first return goes in.
Where you are resident for treaty purposes is a question with a method. We work through it and write down the answer, with the facts it rests on.
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.
Quoted up front, in writing.
Contact Us 24-hour helpline +1 (416) 619-006818,000+ clients across 4 global offices, fees fixed in writing before the work starts. The case write-ups are published in full, so the outcomes are checkable rather than claimed.
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Every link below is a full page of its own — the same depth as this one, for its own subject.
The starting point was an arrival date and a handful of bank accounts in the country the family had left. Nothing had been filed here yet. The work began with establishing the day residence started, because the return reports worldwide income only from that day, and the value of what they owned on that date sets the cost used when it is eventually sold. Statements were gathered for each account, converted, and split at the arrival date. The engagement produced a first Canadian return with a defensible residence start date and a written schedule of opening values, kept for the year those accounts are closed.
The client asked for a corporate return and turned out to need a structure decision first. They had signed customers in another country and were about to hire there, with nothing in place beyond the Canadian company. The work consisted of setting out what each option would require in filings and withholding on both sides, rather than recommending one in the abstract, and then recording why the chosen route was chosen. The engagement produced a written structure note the directors could adopt, a calendar of the filings that route creates, and a quoted fee for the first year of them.
A payer abroad had deducted tax at its domestic rate on a payment that the treaty between the two countries treated differently. The client had assumed the deduction was final. The work was documentary rather than analytical: establishing residence for the year in question, obtaining the certification the payer's revenue authority required, and putting the claim in the form that authority accepts, within its own time limit for such claims. The engagement produced a recovered withholding and a process the client now runs before each payment instead of after it.
The client had left one country, lived in a second, and returned, filing in none of them for the intervening period. Before anything was prepared we established residence year by year, because the answer changed twice and it decides which country taxes what. Slips were reconstructed from bank records where employers no longer existed. The returns were then filed in an order that allowed credit for tax paid abroad to be claimed against figures that were already final. The engagement produced a complete set of years for both countries and a closed correspondence file with each revenue authority.
Two related companies in different countries had been invoicing each other for management time for years, at an amount someone had settled on once. Nothing supported it. The work started with what the companies actually did for each other, established from staff time and contracts, and then with what an unrelated party would have charged for the same thing. The method was written up with the evidence behind it. The engagement produced transfer pricing documentation that exists as at the year it covers rather than assembled after a query, and a policy the group applies to the next year's invoices.
The executor came to us after probate had started in one country and a bank in the other refused to release funds. The question was not the will but the tax clearances each jurisdiction wanted before assets could move, and which of the deceased's own filings were still outstanding. Final personal returns were prepared first, because the clearance applications depend on them. The engagement produced those final filings, the trust filings for the period the estate was administered, and clearance from both revenue authorities so the executor could distribute without personal exposure.
A payer must withhold from fees paid to a non-resident for services rendered in Canada, whether or not any tax is ultimately owed. A waiver applied for before the work is invoiced avoids the withholding; after it, the money comes back through a return.
Read how this one runsCanadian tax-free accounts are not tax-free to a US person, and some of them carry a reporting form of their own. The file is a review of what is held, what each account triggers on the US side, and whether the account is worth keeping once the reporting is priced in.
Read how this one runsAll case studies — every published engagement in one place.
Strategy and compliance for income, assets and families spread across borders.
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.
Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.
