Setting up, transfer pricing, repatriation and the regulatory filings that run alongside the tax ones.
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First we read your documents, then you get the price in writing, and only then does the work begin.
24-hour helpline: +1 (416) 619-006820 pages in this section. Setting up, transfer pricing, repatriation and the regulatory filings that run alongside the tax ones.
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.
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. General guidance only. Your own facts decide the answer, so bring them to a call before relying on this.
20 pages. Setting up, transfer pricing, repatriation and the regulatory filings that run alongside the tax ones. 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.
Inbound covers a foreign business setting up or transacting in India, and outbound covers an Indian business or individual expanding or investing abroad — the tax and regulatory questions differ by direction, so the pages are organised the same way.
Often in parallel rather than one after the other — a cross-border business transaction in India frequently needs both a tax filing and a separate regulatory filing addressing the same event, and missing the regulatory half is one of the more common gaps we see.
You are not the go-between for two sets of advisers with two sets of assumptions. One engagement covers each country the file touches.
The engagement runs to submission and to the correspondence that follows it, including the queries that arrive months later.
Individuals, expats and corporations across India, the USA, Canada and the UAE have filed with us — 15+ years of cross-border work.
Two returns built against each other by one team, so relief is claimed exactly once and nothing falls between the two systems.
Quoted up front, in writing.
Contact Us 24-hour helpline +1 (416) 619-0068The claims on this site are deliberately few: fixed fees agreed in writing before work starts, 15+ years of cross-border experience, 18,000+ clients served across 4 global offices, and a helpline that answers 24 hours a day. Anything that cannot be evidenced does not go on a page.
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Each of these carries its own guide, pricing pointers and FAQ.
A Canadian equipment manufacturer had won its first Indian contract and had to decide how to sign it before the document went out. We read the draft first, because it set out where installation and commissioning would happen and who would supervise them, and that determined how much of the work would be performed on Indian soil. We then set both structures side by side: the regulatory approvals each needed, who would be liable to whom, and how profit would come back to Canada under each. The engagement produced a written recommendation, a step plan with the approvals in sequence, and amended contract wording matched to the structure chosen.
An Indian manufacturing group wanted a Canadian entity to hold inventory and invoice local customers, with engineering support still supplied from India. The question was not incorporation, which is straightforward, but what the Canadian company would be paid for and what it would pay the parent for. We defined the functions on each side, wrote the intercompany agreement to match them, and set out the withholding treatment of the support fee in both directions. The engagement produced an incorporated Canadian company, a signed intercompany agreement, a documented pricing basis and a filing calendar covering both jurisdictions.
A group had been charging its Indian subsidiary a management fee for years with nothing behind it but an invoice. When the charge was queried there was no record of what the parent actually did for the money. We interviewed the people on both sides, reconstructed the activities year by year from calendars, contracts and internal correspondence, and tested the charge against what comparable providers bill for the same work. The engagement produced a documented basis for the historic years, a revised charge for the current one, and a short quarterly routine so the evidence is captured while it still exists.
A family group held an Indian subsidiary that had stopped trading years earlier but still held retained earnings and a bank balance. Nobody had wanted to touch it. We established what the reserves consisted of, confirmed that the historic filings were complete enough to support a distribution, and worked out the tax cost of each exit route against simply winding the company up. The engagement produced a cleaned-up filing history, a distribution approved and remitted through the banking channel with its supporting certificates, and a written note of the remaining balance and what it would take to close the company.
A software business was being paid by several Indian customers, each of which deducted tax at the higher domestic rate because the paperwork they needed had never reached them. The cash effect recurred every quarter. We assembled the residence and eligibility documents, delivered them to each payer's finance team with a covering note explaining what they were for, and prepared the Indian return for the periods already deducted on the wrong basis. The engagement produced correct deduction going forward and a filed claim for the excess taken in the earlier years.
A Canadian company had run a small representative office in India for several years and wanted it shut. Closure is a sequence rather than a single event: employment obligations settled, withholding returns brought up to date, final accounts prepared and reported, regulatory closure applied for, and only then the bank account closed and the remaining funds remitted. We ran the sequence and held the file while the approvals came through. The engagement produced a closed office with every filing period accounted for, the balance repatriated, and a closing memorandum recording what was filed and when.
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 runsA reduced rate under a treaty is available only where the payer is satisfied the recipient is resident in the treaty country. The certificate and the withholding form are what make the rate available at source instead of recoverable a year later.
Read how this one runsAll case studies — every published engagement in one place.
Strategy and compliance for income, assets and families spread across borders.
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.
Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.
