Fixed fees agreed before work starts – 18,000+ clients served
At Legal Quotient Consultants, we manage all your newcomer & immigrant tax planning 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. Competitively priced Newcomer & Immigrant Tax Planning 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.
Fixed-Fee · Trusted · Accurate · Quick · Easy · Economical
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Stay compliant and optimize your financial processes with our specialized newcomer & immigrant tax planning 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 newcomer becomes a Canadian resident on the day residential ties are established, and from that day Canada taxes worldwide income. Property owned on arrival is treated as acquired at its fair market value that day, so gains that accrued abroad before arrival are never taxed in Canada — but only if the value on arrival is documented. Foreign pensions, foreign companies and foreign trusts acquired before arrival come into the Canadian system with rules of their own, and foreign accounts above a threshold are reported from the first full year.
The first return is a part-year return reporting worldwide income from the arrival date, with credits prorated, and it is where the arrival date itself, the cost bases and the elections on foreign plans are established. What was done in the home country in the same year matters too: the departure filings there, the treaty tie-breaker for the overlap, and the treatment of any income that both countries claim for the months around the move.
Does Canada tax the gain on shares I bought years before moving here? Only the growth after arrival. The shares are treated as acquired at their value on your arrival date, which is why that value has to be recorded then rather than reconstructed later.
Do I report my foreign bank accounts in the year I arrive? The foreign-property information return is not required for the year of arrival; it is required from the next year onward once the cost of foreign property exceeds the threshold.
Newcomer & Immigrant Tax Planning: Legal Quotient Consultants provides newcomer & immigrant tax planning 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 newcomer & immigrant tax planning 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 |
New residents get a fresh-start cost basis on assets held at arrival — documenting those values in year one protects every later sale.
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 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 pageCovers: The first Canadian return as a part-year return, with credits prorated correctly and the arrival-day cost base documented for everything brought in.
What moves it up: Pre-arrival assets. Establishing and evidencing arrival-day values is the work; without it the shelter for pre-arrival growth cannot be proven years later.
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 newcomer & immigrant tax planning 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)
Newcomer & Immigrant Tax Planning 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 newcomer & immigrant tax planning 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.
It starts with facts rather than structures: which countries have a claim on you, what each one taxes, and where the two overlap. From there the decisions are about order and timing — which country taxes first, where relief is claimed, and whether a filing or a certificate has to be in place before money moves rather than after. Most of the value is in the sequencing, because relief claimed late is usually relief recovered slowly. See international tax planning.
Moving your own capital between your own accounts is not itself income, so the transfer is not what creates tax. What can create tax or reporting is the income the money earned before it moved, a foreign-exchange gain on certain holdings, and the reporting obligations the balances themselves trigger — foreign account and asset reports keyed to balances rather than income. Remittances out of some countries also need certification before the bank will send them. See foreign account reporting.
Still have questions? View our FAQ page or contact us.
A newcomer to Canada needed their pre-existing foreign assets valued as of their arrival date, since Canada generally treats those assets as acquired at their value on becoming a resident. We valued the client's foreign holdings at arrival and used that valuation as the basis for future Canadian reporting.
A newcomer with a foreign pension plan needed that plan reviewed before their first Canadian return was filed, since the plan's treatment in Canada depended on features the client had not previously considered. We reviewed the plan's terms and confirmed the correct Canadian treatment for the first filing.
A family that arrived in Canada on different dates, with one spouse following months later, needed the arrival-year return reconciled around each spouse's own residency start date. We confirmed each spouse's arrival date and prepared the return reflecting the two separate starting points.
A will drawn for one country can revoke another or fail to reach assets held abroad. The review checks how each instrument interacts with the other and where probate will actually be required.
Read how this one runsA 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 runsElecting to treat a non-resident spouse as a US filer buys joint rates and brings that spouse's worldwide income and foreign accounts into the return. The election is easy to make and hard to revoke, so both positions are modelled first.
Read how this one runsUS shares and US real estate sit inside the US estate tax net regardless of where the owner lives. The treaty provides relief that is proportionate rather than automatic, and the calculation depends on the worldwide estate.
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.
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.
