Competitively priced Day traders: your filing calendar

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We prepare and file the cross-border returns day traders need — both countries handled together, on a fixed fee agreed in writing up front. Ask us about competitively priced day traders: your filing calendar: call the 24-hour helpline on +1 (416) 619-0068, or request a written fixed quote today.

+1 (416) 619-0068 See fixed fees
  • 15+Years of cross-border experience
  • 18,000+Clients served
  • 5.0Google rating
  • 4Global offices — India, USA, Canada & UAE
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Secure a fixed quote

Send what you have. We price the engagement from your own documents, in writing, before any work starts.

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

Frequent trading can convert investment activity into a business, which changes the inclusion rate on gains, the deductibility of losses and expenses, and sometimes the availability of registered-account treatment.

On this page: the rule that applies here, the questions we are asked first, two finished files with their numbers, how an engagement runs, and the fee it starts from.

The rule that applies to this group and not the one next to it

Frequent trading can convert investment activity into a business, which changes the inclusion rate on gains, the deductibility of losses and expenses, and sometimes the availability of registered-account treatment.

Start with the mechanism, not the form. An ordinary preparer will get the general position right and miss the specific one, because the specific one is not on the form. It has to be known about, claimed, and supported.

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

Fixed fees for day traders your filing calendar, agreed up front

A day trader's calendar is priced by how many years have to be brought onto it at once, because each one has to be rebuilt from the statements as they stood in that year rather than as a broker reports them now. A single current year is the short end.

Individual tax filing

From $349

fixed, quoted before work starts

A personal filing built from your own documents — employment, investment and rental income across borders, with the treaty position set out.
See the fee schedule

Foreign asset & information reporting

From $349

fixed, quoted before work starts

The reporting obligations that attach to owning something abroad, worked out from your holdings rather than from the tax return alone.
See the fee schedule

Catch-up & voluntary disclosure

From $349

fixed, quoted before work starts

For a filing history that stopped — the penalty position assessed first, then the years filed in the order that protects it.
See the fee schedule

Non-resident & departure filings

From $349

fixed, quoted before work starts

For anyone taxed by a country they do not live in — rent, pensions and investment income reaching across a border after the move.
See the fee schedule

Corporate cross-border filing

From $999

fixed, quoted before work starts

The corporate return and its cross-border schedules as one engagement, so the group files a consistent position everywhere.
See the fee schedule

Estate & trust filing

From $799

fixed, quoted before work starts

For an estate holding property in more than one country, or a trust with beneficiaries who are taxed somewhere else.
See the fee schedule

Transfer pricing documentation

From $2,500

fixed, quoted before work starts

Local file, master file and benchmarking for groups trading across borders, documented to the standard the authority expects.
See the fee schedule

Payroll & mobility setup

From $999

fixed, quoted before work starts

Payroll set up for a workforce split across countries, including the relief that stops the same salary being withheld on twice.
See the fee schedule

All published fees on one page — the whole fee schedule in one place, with no from-to bands to decode.

Three things we hear on the first call

  • My volume is high and I do not know whether I am an investor or a business.
  • My broker is abroad and my account is reportable, which I only just discovered.
  • I moved countries mid-year and my open positions crossed the date.

That list is the reason this desk exists. Individually each question has an answer; together they need someone who holds both systems at once. See also tax for civil & structural engineers.

Worked through with figures

The arithmetic is more persuasive than the description, so:

Gross withholding against a net-basis return

A non-resident receives C$30,000 in the year. Assume withholding at 16% on the gross amount, and assume deductible costs of C$18,300 against it.

ItemAmount
Gross amount receivedC$30,000
Withheld at source (assumed 16% of gross)C$4,800
Deductible costsC$18,300
Net amount actually earnedC$11,700
Tax on the net amount (assumed graduated result)C$2,925
Difference recoverable by filingC$1,875

Filing on a net basis recovers C$1,875 of the C$4,800 withheld. That difference is the entire reason the elective return exists, and it is lost by not filing. The shape of that result holds; the size of it depends entirely on your own numbers and dates.

Illustrative figures, not a client engagement: the amounts are chosen to make the mechanism legible, and the rates and thresholds are assumptions stated for the example only. We confirm every one of them against the issuing authority for your own tax year before anything is filed.

Worked through with figures

The arithmetic is more persuasive than the description, so:

Credit relief on one stream of income

Take C$140,000 of income taxed in both countries. Assume the other country charged 29% on it and the home country would charge 40% on the same amount.

ItemAmount
Income taxed in both countriesC$140,000
Tax paid abroad (assumed 29%)C$40,600
Home tax on the same income (assumed 40%)C$56,000
Credit available (lesser of the two)C$40,600
Home tax still payableC$15,400

The credit absorbs C$40,600 and leaves C$15,400 payable at home, because the home rate on this income is the higher of the two. The balance is real cash and it is due on the home timetable, which is why instalments get raised in the first meeting. Change any one of those inputs and the answer moves, which is why we run it on your own figures rather than on an illustration.

The figures here are an illustration, not an engagement: amounts are picked so the mechanism is easy to follow, and every rate or threshold is an assumption of the example. Before anything is filed for you, each one is confirmed with the issuing authority for your own tax year.

How the engagement runs

  1. 1We start with the chronology: dates, countries, and what has already been filed
  2. 2You get the scope and the fee in writing before we touch anything
  3. 3The work is prepared and reviewed by a named person, not a queue
  4. 4Nothing is filed until you have read it
  • 18,000+ clients served across 4 global offices: India, the USA, Canada and the UAE.
  • Fixed fees agreed before any work starts, so the number in the quote is the number on the invoice.
  • Rated 5.0 out of 5 stars on Google, on a profile open for you to read.

Your next step

Ask before the move rather than after it, because most of the useful options expire on the date.

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

International tax accountant, in practice

People reach this page searching for international tax accountant. It is covered here as it applies to day traders: your filing calendar — who it applies to, what has to be filed, and what it costs, at a fixed fee agreed before the work starts.

How the engagement runs, phase by phase

  1. Send the documents as they are

    No tidying required — forward what you have and we tell you what is missing.

  2. Get a fixed quote in writing

    Priced from your actual documents before any work begins, not estimated after.

  3. Both countries prepared together

    One team builds the filings against each other so the relief lands exactly once.

  4. Review, then file

    You approve the finished work before we file it.

How day traders your filing calendar is handled here

Factor Legal Quotient Hourly billing model
Pricing A fixed fee, agreed in writing before work starts Hourly, billed as incurred
Experience 15+ years of cross-border work, 18,000+ clients Varies by file
Both sides of the border Prepared together by one team, so relief is claimed exactly once One country at a time, reconciled later
Who reviews it A named practitioner, published on the page Whoever the queue reaches
Where the work happens Our offices in India, the USA, Canada and the UAE Whichever single office you can travel to

Key terms behind this page, defined

Treaty override
Domestic legislation that displaces a treaty provision. Where it exists, the treaty text alone does not settle the position.
Exempt surplus
A pool of a foreign affiliate's active business earnings from a treaty or agreement country, dividends from which can generally reach Canada without further Canadian tax.
Shadow payroll
A host-country payroll that pays nobody, existing so the host receives the withholding and reporting due on compensation paid elsewhere.
Juridical double taxation
The same person taxed on the same income by two states. This is what treaties are designed to relieve.

Day traders your filing calendar — what the published fees look like

A year already late is not the same job as a year merely due. Where a deadline has gone by, the route back in has to be chosen and the filing built to suit it, and that, rather than the trading volume behind it, is what moves the figure in the second band.

Foreign asset & information reporting

$349fixed, before work starts

Covers: The reporting obligations that attach to owning something abroad, worked out from your holdings rather than from the tax return alone.

See this fee page

Individual tax filing

$349fixed, before work starts

Covers: A personal filing built from your own documents — employment, investment and rental income across borders, with the treaty position set out.

See this fee page

Catch-up & voluntary disclosure

$349fixed, before work starts

Covers: For a filing history that stopped — the penalty position assessed first, then the years filed in the order that protects it.

See this fee page

Why clients bring day traders your filing calendar to us

The order of filing is planned, not improvised

Which return goes first decides whether relief can be claimed at all. That sequence is worked out before anything is submitted.

The fee is fixed before we start

Quoted from your documents and agreed in writing. The number you accept is the number you pay.

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.

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.

The team reviewing a file together at a desk

Day traders your filing calendar — the four phases

Step 1

The opening call

A call to our 24-hour helpline to establish the facts and the dates that matter

Step 2

Scope in writing

A written scope and a fixed fee before any work starts

Step 3

Prepared and checked

Preparation, then a named reviewer's sign-off before anything is filed

Step 4

Filed, then supported

Filing, then payment — after you have seen and approved the result

The team at work in the open-plan office

The engagement, start to finish

  • Step 1: Hand over the paperwork in any state – Sorting it is our job. Send what exists and we identify what is missing from it.
  • Step 2: Priced before a single form is opened – The fee comes from the documents, agreed in writing, and stays where it was agreed.
  • Step 3: One position across every return – The same facts, filed consistently on each side, so nothing contradicts anything else.
  • Step 4: Filed after you have read it – The completed work reaches you before it reaches an authority.

Quoted up front, in writing.

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

Keep reading, sideways

Browse sideways: the pages below answer the neighbouring questions.

Core services for this situation

IRS streamlined domestic offshore IRS streamlined domestic offshore — the guide, the FAQ and the fixed fee.
GST/HST simplified registration — for non-residents The full guide to GST HST simplified registration non-resident, with the fee fixed before any work starts.
Local file Its own page: local file — mechanism, deadlines and published fees.
Returning to India after years abroad Everything on returning to India after years abroad tax, at the same depth as this page.
Schedule FA — foreign assets (India) Schedule fa India — the guide, the FAQ and the fixed fee.
TDS when buying property from an NRI (s.195) The full guide to TDS when buying property from an NRI (s.195), with the fee fixed before any work starts.
Form 8843 — exempt individual statement Its own page: form 8843 exempt individual statement — mechanism, deadlines and published fees.
Intercompany loan pricing Everything on intercompany loan pricing, at the same depth as this page.
Form 5472 — foreign-owned US corporation Form 5472 foreign owned US corporation — the guide, the FAQ and the fixed fee.

Who we bring this work to

Twitch & live streamers — what you owe in each country Twitch & live streamers what you owe in each country — the guide, the FAQ and the fixed fee.
Touring musicians — what you owe in each country The full guide to touring musicians what you owe in each country, with the fee fixed before any work starts.
Tax for seasonal agricultural workers Its own page: seasonal agricultural workers tax — mechanism, deadlines and published fees.
Tax for team-sport athletes Everything on team-sport athletes tax, 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 actors & film crew The full guide to actors & film crew tax, with the fee fixed before any work starts.
Seafarers & mariners — what you owe in each country Its own page: seafarers & mariners what you owe in each country — mechanism, deadlines and published fees.
Construction & contracting cross-border tax Everything on construction & contracting cross border tax, at the same depth as this page.
Media & production companies cross-border tax Media & production companies cross border tax — the guide, the FAQ and the fixed fee.

The corridors we work every week

Uganda tax for expats — country guide Uganda tax for expats — the guide, the FAQ and the fixed fee.
Saudi Arabia tax for expats — country guide The full guide to Saudi Arabia tax for expats, with the fee fixed before any work starts.
Senegal tax for expats — country guide Its own page: senegal tax for expats — mechanism, deadlines and published fees.
Kazakhstan tax for expats — country guide Everything on kazakhstan tax for expats, at the same depth as this page.
Turkey tax for expats — country guide Turkey tax for expats — the guide, the FAQ and the fixed fee.
India–Australia tax corridor The full guide to India Australia tax, with the fee fixed before any work starts.
Oman tax for expats — country guide Its own page: Oman tax for expats — mechanism, deadlines and published fees.
Germany tax for expats — country guide Everything on Germany tax for expats, at the same depth as this page.
Georgia tax for expats — country guide Georgia tax for expats — the guide, the FAQ and the fixed fee.

The people on your file

Five named practitioners, each with the part of a cross-border file they carry. Every page on this site says who reviewed it, and the reviewer is one of these people rather than an unnamed team.

Udit Gupta

Udit Gupta

Cross-Border Tax Expert

CA (ICAI), In-Depth Tax Trained

Reviews and signs off the practice's cross-border positions, and carries final responsibility for the treaty analysis on every file that leaves the office.

Abhinav Gupta

Abhinav Gupta

Canada Tax / International Tax

Canada Tax, International Tax, Cross-Border Tax, Transfer Pricing

Canadian returns with foreign income, non-resident filings, and the transfer-pricing documentation that runs alongside intercompany work.

Raghav Gupta

Raghav Gupta

International Tax

International Tax, Transfer Pricing Specialist

Benchmarking, method selection and the local-file and master-file sets that support a group's pricing policy under examination.

Anmol Mittal

Anmol Mittal

Canada and US tax

CPA Canada, CPA USA, CA (ICAI)

Files that have to be right on both sides of the border at once — dual filings, streamlined catch-ups, and the foreign tax credit reconciliation between them.

Vinayak Indolia

Vinayak Indolia

CFO advisory

CPA, CA. Fractional CFO and Senior Advisory Specialist

Groups that need the tax position and the finance function to agree: structure reviews, intercompany policy, and the reporting a board can act on.

Meet the whole team

Cross-border tax case studies

Case study 1

Wintering in the US Long Enough to Become a US Filer

Days in the United States accumulate across three years, and enough of them make you a US resident for tax regardless of immigration status. The file counts the days properly and files the statement that keeps the position closer connection rather than residence.

Read how this one runs
Case study 2

Which Country Taxes the Salary

The employment article turns on where the work is done, who pays, and who bears the cost — three tests that can point in different directions. The file establishes all three before either return is drafted.

Read how this one runs
Case study 3

Unreported Foreign Income Disclosed Before the CRA Asked

A voluntary disclosure has to be genuinely voluntary — once a letter arrives, the route usually closes. The engagement establishes whether the programme is still available, prepares the years, and puts the relief request in with the filing rather than after it.

Read how this one runs
Case study 4

The Year of Leaving India

The departure year carries a transition status with its own treatment of foreign income, and the position for the following years follows from how it is set. Getting the first year right saves arguing about the rest.

Read how this one runs
Case study 5

A Retirement Plan That Grows Tax-Deferred in Only One Country

Cross-border retirement accounts are recognised by treaty, but the deferral usually has to be elected rather than assumed. The engagement checks whether the election was made, makes it where it was missed, and reports the account on whichever side requires it.

Read how this one runs
Case study 6

An IRS Notice for a Year the Client Believed Was Settled

Most notices are proposals rather than assessments, and they carry a response window that is shorter than it looks. The engagement reads what is actually being proposed, gathers the support, and replies inside the window with the position rather than a request for time.

Read how this one runs
Case study 7

Canadian Pension Paid Abroad and Taxed at the Flat Rate

Pension and annuity payments to a non-resident carry a flat withholding that often exceeds what a return would produce. The alternative filing is elective, and whether it helps depends on the total income for the year rather than on the payment alone.

Read how this one runs
Case study 8

Branch or Subsidiary, Decided Before Incorporation

The choice changes where profits are taxed, what has to be filed, and whether losses in the early years are usable. It is difficult to reverse once trading has begun, so it is modelled first.

Read how this one runs

All case studies — every published engagement in one place.

Delivery, coverage and how we work

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

Where the work is delivered

More coverage detail

Core International & Cross-Border Tax Services

International Tax Planning & Advisory

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

Treaty residency & tie-breaker
FATCA reporting (Form 8938)
Foreign tax credit (Form 1116)
Multi-country filing calendar
Real estate holding structures
International tax planning
Pre-immigration tax planning
Family office structures
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

Form 1040 from abroad
US state non-resident returns
FBAR (FinCEN 114) filing
Form 5472 — foreign-owned US corp
FIRPTA withholding (Form 8288)
US estate tax exposure
IRS streamlined foreign offshore
PFIC reporting (Form 8621)
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

Departure tax leaving Canada
T1161 properties on emigration
Residency planning
Step-up in cost base on arrival
Split-year residency
Employment income under a treaty
Social security totalization
Returning to Canada after years abroad
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

Section 216 rental return
NR4 & NR6 withholding
Section 217 pension return
Section 116 clearance certificate
Regulation 105 waiver
Non-resident employment income
Taxable Canadian property
Part XIII withholding review
Default withholding is 25% of gross: elective returns routinely turn over-withheld rent and pensions into refunds.

Transfer Pricing & BEPS

s.247 contemporaneous documentation
Functional & risk analysis
Benchmarking study
Intercompany agreements
Country-by-country report
BEPS & Pillar Two
Permanent establishment risk
TP audit defence file
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

Cross-border wills
US estate tax for non-resident aliens
Terminal return & clearance certificate
Non-resident trusts (s.94)
T1141 & T1142 trust reporting
Inheriting property abroad
Graduated rate estates
Post-mortem planning & pipeline
Wills drafted for one country routinely misfire in the other — deemed disposition here, estate tax there, credits in between.

Cross-Border Corporate Tax

Entity selection across borders
Business profits & PE
Intercompany loans & thin cap
Paying dividends to a foreign parent
Global mobility & day tracking
Debt vs equity funding
Branch or subsidiary
Cross-border M&A due diligence
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

NRI residency day tests
NRE, NRO & FCNR accounts
TDS on property (s.195)
Lower or nil TDS certificate
Repatriating sale proceeds
Capital gains on Indian shares
India–Canada DTAA
ITR-2 for NRIs
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

T1135 foreign property
T1134 foreign affiliates
Departure tax
Newcomer's first return
Returning to Canada
Split-year residency
US citizens in Canada
Canada–US corridor
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

Expat tax in the UAE
Moving to the UAE
Moving back from the UAE
UAE property purchases
Retiring in the UAE
Canada–UAE corridor
India–UAE DTAA
US–UAE corridor
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

  • 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

Holding structures live or die on treaty access, beneficial ownership and substance — the MLI's principal-purpose test now sits over every arrangement.

A holding structure is only as good as its reporting. Foreign affiliates, accrued passive income and distributions each carry their own return, and the penalties on those attach to the form rather than to any tax being owed — so a structure that saves tax can still cost money if the information returns are late.

  • Treaty access & PPT reviews
  • FAPI & surplus computations
  • Withholding-efficient routing
  • Governance & substance
Explore Funds & Holdcos

Day traders — your filing calendar — questions we are asked

What makes day traders different from an ordinary filing?

Frequent trading can convert investment activity into a business, which changes the inclusion rate on gains, the deductibility of losses and expenses, and sometimes the availability of registered-account treatment. An ordinary preparer applies the general rule and stops there, which is how the relief in the specific provision goes unclaimed.

Can you work with my existing accountant?

That is how most of these engagements run. They keep the domestic file, we take the cross-border piece, and the boundary is agreed in writing so nothing is done twice or missed.

Which countries have a tax treaty with the United States?

Around sixty, including Canada, the United Kingdom, India, Australia and most of western Europe — but the list matters less than the terms, because each treaty caps rates and allocates income differently. Two countries with treaties can produce opposite answers on the same pension or the same royalty. What decides your position is the specific article covering your income type. See our country guides.

What is cross-border tax?

Cross-border tax is what applies when income, assets or people touch more than one tax system at once — someone living in one country and earning in another, a company selling or hiring abroad, a family holding property in a second country. The work is rarely one country's rules applied harder; it is reconciling two sets of rules and claiming the relief that stops the same income being taxed twice at full rates. See what we do.

How do you handle my documents?

Through an access-controlled portal rather than email attachments, with retention limits. Tax records are the most sensitive papers most people own and they are treated that way.

Will this trigger an audit?

Filing correctly does not create risk; a pattern of missing filings does. Where a disclosure route is involved we set out what the authority will see and in what order before you commit to it.

Tax terms explained

Secondary adjustmentTNMMFEMAInput tax creditSection 116 certificateDelinquent FBAREmigrantGST/HSTEffectively connected incomeForm 8858Physical presence testFDIIEvidence packQuiet disclosure Browse the full A–Z glossary

Related pages

The rest of this section

All who we helpTechnology & SaaS — what we chargeInfluencers & content creators — your filing calendarConstruction & contracting — relief you're probably missingNon-resident landlords — what you owe in each countryDay traders — relief you're probably missingFranchise owners — what we charge

Related work

Tax for podcastersTax for pharmacistsTax for oil & gas rotational workersTax for diplomatic & consular staffPersonal services business riskTax for offshore vessel crew

Fee schedule

Form 3CEB certification (India) — fixed-fee priceCRA voluntary disclosure package — fixed-fee priceT1135 foreign property filing — fixed-fee pricePE / structure opinion — fixed-fee price
A named reviewer on every filing

Let us take day traders filing off your desk

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

Contact Us 24-hour helpline +1 (416) 619-0068 See fixed fees
  • Your existing accountant keeps the domestic file
  • A named reviewer signs off every filing
  • 18,000+ clients served

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.

Request a Quote +1 (416) 619-0068