Fixed fees agreed before work starts – 18,000+ clients served
At Legal Quotient Consultants, we manage all your international investments & global tax strategies 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. Cost-effective International Investments & Global Tax Strategies 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.
Fixed-Fee · Trusted · Accurate · Quick · Easy · Economical
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Stay compliant and optimize your financial processes with our specialized international investments & global tax strategies 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 |
A brokerage account, a fund, a pension and a company shareholding held abroad are each taxed differently by the residence country, and the label the home country gives an investment rarely matches the one the foreign country gave it. A foreign mutual fund can be an ordinary investment at home and a punitive passive foreign investment company for an American holder; a foreign pension plan can be tax-deferred where it was set up and a taxable trust where the holder now lives; a foreign private company can trigger accrual rules that tax its passive income before any dividend is paid.
The reporting burden is separate from the tax. Most countries require residents to disclose foreign accounts and holdings above a threshold on an information report with fixed penalties for omission, and the disclosure is due whether the investment produced any income. Strategy work here is choosing which investments to hold in which country and in what wrapper, so that growth is taxed once and reported without surprises.
Should I sell my foreign investments before moving? Sometimes. A move can reset the cost base on arrival or trigger a deemed sale on departure, and a holding that is tax-efficient in one country can be penalised in the other; each position is reviewed against the destination's rules before the move.
Are foreign investments reported even if they lost money? Yes. Information reports turn on the value or cost of what is held, not on whether it produced income or gain, and the penalties for omitting them are fixed amounts.
International Investments & Global Tax Strategies: Legal Quotient Consultants provides international investments & global tax strategies for individuals and businesses with income in more than one country — 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 international investments & global tax strategies 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 |
Portfolio location matters: the same asset held in the wrong account or country can turn treaty-reduced withholding into an unrecoverable cost.
Canadian residents are taxed on worldwide income, so every foreign account, rental, pension or business interest belongs somewhere on the Canadian return — the planning question is how treaties and foreign tax credits keep it from being taxed twice. 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: Both US foreign-asset reports prepared from one account and asset list, with the different contents each of them requires, and reconciled to the return they accompany.
What moves it up: Accounts you do not think of as yours. Signature authority over an employer's or a relative's account is inside one report and often outside the other, and finding them takes longer than filing them.
See this fee pageCovers: The Canadian foreign property statement built on cost amount, in Canadian dollars, across everything the test reaches — including holdings people assume are excluded.
What moves it up: Missing acquisition records. The statement is tested on cost, so a holding bought fifteen years ago in another currency has to be reconstructed before it can be reported.
See this fee pageCovers: A written opinion on whether the activity creates a taxable presence, what would be attributable to it if it did, and what could be changed to alter the answer.
What moves it up: How many people and places are involved. One employee working from home is one analysis; a sales team, a warehouse and a contractor with signing authority is several.
See this fee pageProviding tailored international investments & global tax strategies 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)
International Investments & Global Tax Strategies 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 international investments & global tax strategies 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.
For a resident, yes — worldwide gains are taxable, and the gain is computed in your own currency, so the exchange rate at purchase and at sale changes the number even when the local-currency price did not move. The country where the property sits usually taxes it too, often with a withholding or clearance step before closing, and that tax becomes a credit. A principal residence relief may apply to a home abroad on the same terms as one at home. See principal residence and foreign property.
Not by virtue of it being foreign — there is no exemption for that, and the "keep it offshore" advice you may have read is how people acquire penalties rather than savings. What genuinely reduces the gain is ordinary and legitimate: principal residence relief where the property qualifies and the designation is made correctly, a properly built cost base including acquisition costs and capital improvements, the timing of the disposition, the treaty rules for real property, and credit for the foreign tax paid. See principal residence and foreign property.
Still have questions? View our FAQ page or contact us.
A client held a brokerage account abroad that had been traded in several currencies for more than a decade, with dividends reinvested and a number of corporate actions along the way. The statements showed positions but never a cost in Canadian dollars. We reconstructed each purchase and each reinvestment at the rate on its own date, worked the corporate actions through the cost base, and produced a schedule that reconciles to the broker's holdings. The engagement produced a defensible cost base for every lot, corrected gain computations for the years already filed, and a schedule the client now updates each year.
A client had inherited a holding company abroad that held nothing but deposits and a portfolio. No dividend had ever been paid, and on that basis nothing had ever been reported here. We established control, identified which of the company's income was of a passive character, computed the amount attributable for each open year, and prepared the annual reporting that attaches to the shareholding itself. The engagement produced computed figures for each year, the outstanding information returns filed, and a written summary of what the structure costs to keep against what it would cost to collapse.
A retiree's foreign dividends were being taxed at source at the full domestic rate by a paying agent that had never been told where the shareholder lived. Credit here was capped at the treaty rate, so the excess was simply lost each year. We filed the documentation with the custodian so that later payments would be made at the correct rate, and pursued the earlier years through the source country's reclaim procedure. The engagement produced correct deduction going forward, filed reclaims for the years still open, and a note of which years had passed out of reach.
A family moved to Canada holding a portfolio, two deposit accounts and an interest in an investment fund abroad. For Canadian purposes most of what they held was treated as acquired on the day they arrived, and nobody had recorded what it was worth then. We fixed valuations at that date from contemporaneous records, established which holdings fell within the reporting of property held outside the country, and prepared the first return on that basis. The engagement produced a dated valuation file, the first year's reporting filed complete, and a schedule showing what each holding now costs for Canadian purposes.
An investor held an interest in a fund abroad that reported to its investors on its own jurisdiction's basis, in its own currency, with a year end that did not match the Canadian one. The annual statement could not simply be transcribed. We worked out which components were income and which were returns of capital, translated each at the right date, and adjusted the cost base for the distributions that reduced it. The engagement produced a reconciled computation for each year held, and a working paper the client can hand to any preparer in future.
A client had held accounts abroad since before moving to Canada and had never reported them, having assumed that no remittance meant nothing to declare. We began by establishing the full picture, every account and the income each produced across the years involved, because a disclosure that later turns out to be incomplete is worse than none. We then prepared the returns and the outstanding information reporting together and made the disclosure with the supporting schedules attached. The engagement produced a complete filed record for every year involved, and correspondence carried through to the authority's response.
Interest on each is treated differently and the deduction at source follows the account rather than the person. Holding the wrong one for the purpose is a recurring and avoidable cost.
Read how this one runsUS situs assets sit inside the US estate tax net regardless of where the owner lived, and the exemption available to a non-resident is not the resident one. The file establishes situs asset by asset before any relief is claimed.
Read how this one runsAll case studies — every published engagement in one place.
Strategy and compliance for income, assets and families spread across borders.
Firms and partners working across borders meet Regulation 105 withholding, PE risk on long engagements and per-country payroll for travelling staff.
A partnership is taxed in the hands of its partners, so one engagement abroad can reach every partner's personal return. The order matters: the waiver is applied for before the invoice, the presence is tracked before it becomes an establishment, and the payroll is registered before the first day worked in the other country.
Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.
