Fixed fees agreed before work starts – 18,000+ clients served
At Legal Quotient Consultants, we manage all your dual citizenship & expatriate tax requirements, from compliance to strategic planning. Our expert team ensures compliance, maximizes deductions, and optimizes your financial strategies so you can focus on growing your business. Reasonably priced Dual Citizenship & Expatriate Tax for Cross-Border & Global Clients 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.
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Stay compliant and optimize your financial processes with our specialized dual citizenship & expatriate tax services.
| Service | Includes | Fee | |
|---|---|---|---|
| Individual Cross-Border Tax | T1 + treaty coordination · Foreign income · Credits | FROM- $349 | Explore More |
| U.S. Tax Returns | 1040 / 1040-NR · State returns · FBAR | FROM- $449 | Explore More |
| Corporate International Tax | T2 + foreign affiliate · T1134 · Repatriation | FROM- $999 | Explore More |
| Transfer Pricing Documentation | Local file · Benchmarking · s.247 compliance | FROM- $2,500 | Explore More |
| Cross-Border Estate & Trust | Terminal returns · U.S. estate tax · Clearance | FROM- $799 | Explore More |
Dual citizenship is a tax problem only when one of the two countries taxes by citizenship, and the United States does. A Canadian–American in Toronto files two resident returns on the same worldwide income for as long as both citizenships are held, relying on the foreign tax credit and the treaty to prevent double tax and on the information reports to stay compliant. A dual citizen of two residence-based countries files only where they live, but faces the tie-breaker in any year both claim them and inheritance or citizenship-based rules in some countries.
Expatriation — giving up the citizenship that follows you — has a tax regime of its own in the United States and consequences in several other countries, and the timing, the compliance history required and the exit tax on unrealised gains all have to be settled before the appointment. The alternative is to keep both and run the two returns as one coordinated file, which is what most dual citizens choose once the credits are working.
I have never filed in the United States although I am a citizen. Where do I start? With the disclosure procedure that fits the facts — usually the streamlined procedure for someone who lived abroad and did not know — so the missed years are filed with protection rather than exposure.
Does dual Canadian–Indian or Canadian–British citizenship create a filing obligation abroad? Not by itself; India and the United Kingdom tax by residence and source. An obligation arises from income or assets there, or from the residency tests in a year you spend time there.
Dual Citizenship & Expatriate Tax: Legal Quotient Consultants provides dual citizenship & expatriate tax for expats, emigrants, newcomers and non-residents of Canada — planned and filed by cross-border specialists, with fixed fees agreed up front and every position explained before anything is submitted.
Send your documents securely through our portal or by email.
We prepare your dual citizenship & expatriate tax return and every supporting schedule.
You review each figure and approve before anything is filed.
We file with the CRA and send you the confirmation of receipt.
| Factor | Legal Quotient Consultants | Typical Firm |
|---|---|---|
| Pricing model | Fixed, flat fee | Hourly / unpredictable |
| Experience | 15+ years, 18,000+ clients | Varies |
| Helpline | 24 hours a day, +1 (416) 619-0068 | Office hours only |
| Where we work | Our offices in India, the USA, Canada and the UAE | One office only |
| CRA audit support | Included | Billed extra |
Dual citizens juggle two filing systems for life; renunciation has its own exit-tax regime, so both staying compliant and leaving cleanly need numbers first.
Leaving Canada triggers departure tax — a deemed disposition of most capital property at fair market value on the day residency ends — and the T1161/T1243 disclosures that go with it; security can be posted instead of paying immediately. Engagements are quoted as a fixed fee for a defined scope, and reviews of prior-year filings are included where earlier positions affect the current one.
Covers: The US individual return prepared from abroad, with the exclusion and the foreign tax credit computed together rather than one or the other, plus the account and asset reports that travel with it.
What moves it up: The number of foreign accounts and foreign funds. A salary and one bank account is a straightforward return; six accounts and a portfolio of local mutual funds brings election work and additional reporting.
See this fee pageCovers: Both returns prepared as one engagement, in the order the credit requires, so relief lands where it is usable rather than being claimed twice in the wrong place.
What moves it up: Investment products. Local funds, tax-advantaged savings accounts and employer plans each need testing against the other system, and that is where a dual filing stops being two simple returns.
See this fee pageCovers: The Canadian return with foreign income, foreign tax credits computed by category and country, and the foreign property reporting that usually accompanies them.
What moves it up: The number of countries. One foreign employer is a straightforward credit; income and tax from three countries means three separate credit computations with their own limits.
See this fee pageProviding tailored dual citizenship & expatriate tax services to ensure compliance and maximize deductions.
Our cross-border tax accountants protect your business with complete federal and provincial tax compliance.
A dedicated team that handles your financials quickly and accurately, at a fixed fee agreed in writing before any work starts.
Dedicated preparation processes built around the countries each client files in.
Documents, questions and signatures in one portal, whichever country you are filing from.
Customized packages designed to grow as your business operations expand.
Start with a free, no-obligation consultation to review your business’s financial, tax filing and compliance needs and outline our affordable solutions.
Receive a comprehensive checklist and securely provide the required financial records and documents.
Our tax accountant and accounting experts carefully prepare your filings, identify all applicable deductions and credits, and conduct thorough reviews.
We file your documents electronically with the Canada Revenue Agency (CRA) on time and provide post-filing support.
Quoted up front, in writing.
Contact UsCA (India), CA (Malaysia)
CA (India)
FCA (India)
CPA (Canada), CPA (USA), CA (India)
CPA (Canada), CA (India)
Dual Citizenship & Expatriate Tax starts at a fixed fee quoted before any work begins. 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.
Our dual citizenship & expatriate tax services include complete filing, compliance management, and strategic advice customized to Canadian tax laws.
You can start by calling our 24-hour helpline on +1 (416) 619-0068 or sending the form. We will review your files, provide a fixed quote, and start working immediately.
Three routes. File separately, listing your spouse as a non-resident alien — which needs either an identification number for them or the accepted notation where none exists. Elect to treat them as a resident and file jointly, gaining the joint brackets and accepting their worldwide income. Or file as head of household if you have a qualifying dependant, which some Americans abroad can do while married. The right answer turns on their income and their assets. See a US person with a non-resident spouse.
Partly, and the split matters. The non-refundable part can reduce US tax if the child meets the identification requirement in time. The refundable part is calculated on earned income, so excluding your salary with the foreign earned income exclusion removes the very figure it is built on — which is one of the clearest cases where the exclusion costs more than the credit route. Modelling both is the only way to know. See exclusion against credit.
Still have questions? View our FAQ page or contact us.
A client was asked by their bank to certify their tax status and discovered that being born abroad had given them a citizenship, and a filing history, they had never known about. We established which years and which account reports were in scope, reconstructed the account balances for the whole period, and computed the actual liability after treaty relief, which proved small. The engagement produced a set of back returns and account reports filed together under the route intended for non-deliberate failures, a certified response to the bank, and a filing calendar for future years.
A long-term resident here wanted to give up a second citizenship and had assumed the consular appointment was the whole of it. We worked backwards from the tax consequences instead: reviewing prior-year compliance, testing the client against the expatriation criteria, valuing the asset base as at the day before the intended date, and modelling the deemed sale that the rules impose. The engagement produced a completed compliance record before the appointment was booked, a valuation file supporting each asset, and a final part-year return filed with the expatriation statement it requires.
A client who held both citizenships owned the shares of a company here and had reported only the salary and dividends drawn from it. Anti-deferral rules in the other country look through to a shareholder's share of the company's own income, and separate information returns are due whether or not anything is distributed. We identified the shareholdings in scope, quantified the income attributed each year, and considered the elections available. The engagement produced the outstanding shareholder information returns, an attributed income computation for each year, and a distribution policy agreed with the client's corporate adviser.
A couple assumed that accounts in the non-citizen spouse's name sat outside the reporting net, and that joint balances were halved for reporting. Neither was correct in the way they thought. We mapped every account by ownership and by signature authority, applied the reporting rules to each holder separately, and separated what had to be reported from what merely had to be evidenced. The engagement produced a corrected set of account reports for the affected years, a written map of which accounts fall in scope and why, and an account structure the couple can maintain without annual guesswork.
Parents had opened an education savings plan in a child's name without knowing the child carried a second citizenship acquired by descent. The plan attracted no tax here and considerable reporting on the other side, where such arrangements are commonly treated as trusts. We established the child's status, identified the reporting the arrangement triggers, and set out the annual treatment of income accruing inside it. The engagement produced the outstanding information returns for the plan, a written statement of the child's filing position, and a decision on the ownership of future contributions taken with the consequences known.
A retiree held both citizenships and drew pensions from each country, with both payers withholding as though their own rules were the only ones. We identified the treaty article governing each pension stream, established which country held the taxing right over each, and set the relief against the correct return rather than duplicating a claim. The engagement produced a written treaty position for each pension, corrected withholding instructions issued to both payers, and returns filed in the two countries that report the same income on a consistent basis.
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 runsBorn in the United States, left as an infant, and told by a bank that the returns were owed all along. The work is sequencing: establish which years are actually open, choose the catch-up route on the facts rather than filing quietly, and claim the exclusions and credits that were never taken.
Read how this one runsAll case studies — every published engagement in one place.
Strategy and compliance for income, assets and families spread across borders.
Holding structures live or die on treaty access, beneficial ownership and substance — the MLI's principal-purpose test now sits over every arrangement.
A holding structure is only as good as its reporting. Foreign affiliates, accrued passive income and distributions each carry their own return, and the penalties on those attach to the form rather than to any tax being owed — so a structure that saves tax can still cost money if the information returns are late.
Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.
