Who we help

Occupations first, then sectors — because the rule that saves you money is usually written for your job, not your industry.

  • 15+Years of the founder's cross-border experience
  • 18,000+Clients served across our offices in India, the USA, Canada and the UAE
  • 5.0Google rating
  • 4Global offices — India, USA, Canada & UAE

Secure a fixed quote

First we read your documents, then you get the price in writing, and only then does the work begin.

24-hour helpline: +1 (416) 619-0068
  • Offices in India, the USA, Canada and the UAE
  • Google rating 5.0 out of 5
  • 18,000+ clients served
What is on this page

183 pages in this section. Occupations first, then sectors — because the rule that saves you money is usually written for your job, not your industry.

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.

Showing all 183 pages.

Sectors 34

  • A change of scope is re-quoted before the work, never added to the invoice after it.
  • Consultations scheduled to your working day rather than ours.
  • We will tell you when you do not need us, and that call is free.

Reviewed for accuracy for the 2025 and 2026 filing seasons by Udit Gupta, International Tax, Cross-Border Tax & Transfer Pricing Expert, Legal Quotient Consultants. This is general information rather than advice about your file — a short call is the way to get the second.

Common questions about this section

What does the Who we help section cover?

183 pages. Occupations first, then sectors — because the rule that saves you money is usually written for your job, not your industry. 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.

How are fees set for who we help?

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.

Who checks the work before it 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.

How do I get a quote for who we help?

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.

Why is this organised by occupation rather than by industry?

Because the tax rule that actually matters — how a performance fee is sourced, how a day count is measured, which article of a treaty applies — is usually written around what someone does, not the industry their employer sits in, so starting from the occupation gets to the relevant rule faster.

What if my occupation isn't listed here?

The listed occupations are the ones we see most often; if yours is not among them, the closest match by the nature of the work — how income is earned and where it is sourced — is usually still the right starting point, and we will confirm the exact treatment for your specific role.

15+ years of cross-border experience

Get who we help handled for a fixed fee

Tell us the situation and we quote in writing before any work starts. You approve the result before it is filed.

  • Offices in India, the USA, Canada and the UAE
  • 24-hour helpline, +1 (416) 619-0068
  • Rated 5.0 out of 5 stars on Google

The difference a dedicated cross-border team makes

We say early if it is not our work

If a file needs something this practice does not do, you hear that at the start rather than after a bill.

Every figure on a page is traceable

Where a rate or a threshold appears in our writing it names the tax year it belongs to. Where it could not be confirmed, the page describes the mechanism and quotes no number.

Both sides prepared together

Two returns built against each other by one team, so relief is claimed exactly once and nothing falls between the two systems.

Filed with the authority, not just prepared

The engagement runs to submission and to the correspondence that follows it, including the queries that arrive months later.

Two of the firm’s advisers and the team in the open-plan office
The team at work in the open-plan office

From first document to filed return

  • Step 1: Upload the file as it stands – A secure link arrives after the first call. Incomplete is fine; that is what the review is for.
  • Step 2: The number is settled up front – Priced from your own documents and confirmed in writing before any preparation begins.
  • Step 3: Both returns on one desk – One engagement covers every country the file touches, reconciled line against line.
  • Step 4: Your approval, then the filing – The return is yours to check first. We file once you say so.

Quoted up front, in writing.

Contact Us 24-hour helpline +1 (416) 619-0068

Keep reading, sideways

Every link below is a full page of its own — the same depth as this one, for its own subject.

Core services for this situation

Form W-7 — ITIN application Its own page: form w-7 ITIN application — mechanism, deadlines and published fees.
Economic nexus thresholds by state Everything on economic nexus thresholds by state, at the same depth as this page.
India ↔ UAE — DTAA India ↔ UAE — DTAA — the guide, the FAQ and the fixed fee.
Form T1-ADJ — adjustment request The full guide to t1-adj adjustment request, with the fee fixed before any work starts.
Paying dividends to a foreign parent Its own page: paying dividends to a foreign parent — mechanism, deadlines and published fees.
Form TX19 — estate clearance certificate Everything on tx19 estate clearance certificate, at the same depth as this page.
Foreign income subject to self-employment tax Is foreign income subject to self employment tax — the guide, the FAQ and the fixed fee.
Keeping a home in Canada while abroad The full guide to keeping a home in Canada while abroad, with the fee fixed before any work starts.
Indian reassessment notices (s.148) Its own page: Indian reassessment notice 148 — mechanism, deadlines and published fees.

Who we bring this work to

Cross-border real estate investors cross-border tax Its own page: cross-border real estate investors cross border tax — mechanism, deadlines and published fees.
Amazon FBA sellers — what you owe in each country Everything on amazon fba sellers what you owe in each country, at the same depth as this page.
IT contractors — relief you're probably missing It contractors relief you're probably missing — the guide, the FAQ and the fixed fee.
Tax for railway & transit crew The full guide to railway & transit crew tax, with the fee fixed before any work starts.
Tax for YouTubers Its own page: youtubers tax — mechanism, deadlines and published fees.
Family holding companies cross-border tax Everything on family holding companies cross border tax, at the same depth as this page.
Tax for auditors & accountants abroad Auditors & accountants abroad tax — the guide, the FAQ and the fixed fee.
Influencers & content creators — what you owe in each country The full guide to influencers & content creators what you owe in each country, with the fee fixed before any work starts.
Tax for actors & film crew Its own page: actors & film crew tax — mechanism, deadlines and published fees.

Where our clients live and work

Sweden tax for expats — country guide Its own page: Sweden tax for expats — mechanism, deadlines and published fees.
Greece tax for expats — country guide Everything on Greece tax for expats, at the same depth as this page.
Moldova tax for expats — country guide Moldova tax for expats — the guide, the FAQ and the fixed fee.
Chile tax for expats — country guide The full guide to Chile tax for expats, with the fee fixed before any work starts.
Mauritius tax for expats — country guide Its own page: mauritius tax for expats — mechanism, deadlines and published fees.
Czechia tax for expats — country guide Everything on czechia tax for expats, at the same depth as this page.
Uganda tax for expats — country guide Uganda tax for expats — the guide, the FAQ and the fixed fee.
Oman tax for expats — country guide The full guide to Oman tax for expats, with the fee fixed before any work starts.
Lithuania tax for expats — country guide Its own page: lithuania tax for expats — mechanism, deadlines and published fees.

Cross-border situations we are engaged for

Case study 1

Visitor's occupation matched to its specific page among many similar-sounding roles

A visitor whose occupation did not appear under an obvious label needed their actual role matched to the closest specific page among many similar-sounding occupations. We reviewed the visitor's actual work and identified the page whose facts matched their situation rather than the nearest-sounding title.

Case study 2

Cross-border professional's situation split across more than one occupation page

A professional whose work spanned two of the listed occupations needed their situation addressed across both relevant pages rather than forced into a single category that only covered part of their work. We reviewed both applicable pages and confirmed which obligations from each one applied to the professional's combined situation.

Case study 3

Employer's mixed workforce matched against several occupation-specific pages at once

An employer with staff across several of the listed occupations needed each role matched to its own specific page rather than treated under one generic assumption for the whole workforce. We reviewed each role against its specific page and confirmed the obligations that applied to each part of the workforce.

Case study 4

First Canadian Return After Arriving Mid-Year

The arrival date splits the year and sets the cost base of what you brought with you. Getting that date and those values right is what determines whether a later sale is taxed on the whole gain or only on the part that accrued after landing.

Read how this one runs
Case study 5

A TFSA That Costs More Than It Saves

Canadian tax-free accounts are not tax-free to a US person, and some of them carry a reporting form of their own. The file is a review of what is held, what each account triggers on the US side, and whether the account is worth keeping once the reporting is priced in.

Read how this one runs
Case study 6

Indian Rent Collected While Resident Somewhere Else

Rent from Indian property is taxed in India and again where you live, with relief on one side only. The file gets the Indian deduction right first, then claims the credit on the home return against what was actually paid.

Read how this one runs
Case study 7

The Two-Year Window After Returning to India

Returning residents pass through a transitional status in which foreign income is largely outside the Indian net. The engagement establishes when the window opens and closes, and puts the transactions that benefit inside it.

Read how this one runs
Case study 8

A Relief That Turned on Days Nobody Had Recorded

Treaty exemption, residence and social security are each decided by a count that has to be evidenced rather than recalled. The engagement builds the record from tickets, rosters and payroll before applying any article.

Read how this one runs

All case studies — every published engagement in one place.

Core International & Cross-Border Tax Services

International Tax Planning & Advisory

Strategy and compliance for income, assets and families spread across borders.

One coordinating team: filings on every side of the border are sequenced so treaty relief and foreign tax credits are claimed once — and in the right country.
U.S. & Cross-Border Tax Returns
Dual filers: U.S. citizens in Canada and Canadians with U.S. income run two parallel systems — we prepare both, in the right order, every year.
Expat & Emigration Tax
The move year is its own project: the elections and valuations filed that year decide the next decade of both countries’ returns.
Non-Resident Canadian Tax
Default withholding is 25% of gross: elective returns routinely turn over-withheld rent and pensions into refunds.
Transfer Pricing & BEPS
Documentation prepared with the return is the cheapest insurance in international tax; reconstructing it during an audit is the most expensive.
Cross-Border Estates & Trusts
Wills drafted for one country routinely misfire in the other — deemed disposition here, estate tax there, credits in between.
Cross-Border Corporate Tax
Expansion raises the same four questions every time — entity, PE, repatriation, payroll. We answer them before the tax authorities do.
India Tax for NRIs & Returning Residents
The deduction is taken on the sale price, not the gain — which is why an NRI property sale strands cash unless the certificate is applied for before closing.
Canadian Tax with a Foreign Element
Residency is decided on facts, not on a form — and the year you arrive or leave is the one where the largest amounts turn on the smallest details.
UAE Tax for Expats & Their Home Country
A zero-tax country is only half the answer — the question that decides the bill is whether the country you came from still treats you as resident.

Industries & Client Types We Serve Worldwide

Global E-commerce & Marketplaces
Technology & SaaS
Professional Services Firms
Cross-Border Real Estate
Importers, Exporters & Manufacturers
Athletes, Artists & Entertainers
Remote Workers & Digital Nomads
Investment Funds & Holding Companies
Global E-commerce & Marketplaces
  • Foreign VAT / GST / sales tax registrations
  • Marketplace withholding reviews
  • Inventory nexus & PE analysis
  • Multi-currency books reconciled
Explore E-commerce & Marketplaces
Technology & SaaS

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.

  • Cross-border revenue sourcing & withholding
  • IP structuring with real substance
  • Equity for cross-border teams
  • U.S. expansion: entity & PE setup
Explore Technology & SaaS
Importers, Exporters & Manufacturers
  • Transfer pricing documentation (s.247)
  • Customs value vs transfer price
  • Foreign affiliate reporting (T1134)
  • Country-by-country reporting
Explore Trade & Manufacturing
Athletes, Artists & Entertainers
  • Reg 105 & U.S. CWA agreements
  • Multi-state & country calendars
  • Touring income allocation
  • Royalty & image-rights withholding
Explore Athletes & Entertainers
Remote Workers & Digital Nomads
  • Residency analysis before moving
  • Employer payroll exposure
  • Totalization & social security
  • Foreign tax credits
Explore Remote Workers
Investment Funds & Holding Companies
  • Treaty access & PPT reviews
  • FAPI & surplus computations
  • Withholding-efficient routing
  • Governance & substance
Explore Funds & Holdcos

Our practitioners are alumni of leading accounting and tax institutions

Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.

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