Local Director & Officer Services — USA · competitively priced, fixed fee

Local Director & Officer Services — USA 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.

No US state requires a corporation's directors to be residents of that state or of the country at all, which differs from the rule in a number of other countries. What a foreign-owned US company does typically need is a registered agent with a physical address in the state of incorporation, and often at least one officer able to act locally on the company's behalf. We set up what is actually required rather than what ownership assumes is required based on other jurisdictions.

Even without a residency rule for directors, a US entity still needs someone available locally to receive legal service of process, sign documents that require a US signatory, open a US bank account, and respond to state and tax authority correspondence in a timely way. Without that local presence, routine administrative matters can stall or be missed entirely. We provide that local officer and registered agent function so the entity can actually operate day to day.

A registered agent is a statutory requirement to accept legal and government notices at a fixed in-state address; it is an administrative function with no authority to act for the company. A local officer, by contrast, holds an actual corporate role and can sign contracts, banking documents, and other instruments on the company's behalf. A foreign-owned company typically needs both, serving different purposes, rather than assuming one function covers the other.

A local officer can execute documents that require an authorized US signatory, such as bank account opening forms, certain contracts, and state filings, and can serve as the point of contact for tax authorities and vendors who expect to deal with someone physically present in the country. The scope of what they are authorized to sign is set out clearly in advance so it matches what the foreign owner actually wants delegated. We define and document that scope before the role begins.

A tax return does not generally ask you to declare which passports you hold; it asks about residence, and in the US case it applies to citizens by definition. What does ask is your bank. Account-opening self-certification under FATCA and the Common Reporting Standard asks which countries you are a tax resident or citizen of, and the answer is reported onward to the tax authority. So the practical answer is that the information arrives either way. See FATCA reporting.

Yes. A lawful permanent resident is a US tax resident, taxed on worldwide income, and that status does not end simply because you moved away — it ends when it is formally abandoned or administratively terminated. Two traps follow. Filing as a non-resident on a treaty claim can put the immigration status itself at risk. And ending the status after holding it long-term can bring you inside the expatriation regime. See giving up a green card.