Reasonably priced Management consultants: your filing calendar

Cross-border tax advice and filing for management consultants: your position assessed, the returns prepared, the fee fixed in writing before we start. Ask us about reasonably priced management consultants: your filing calendar: call the 24-hour helpline on +1 (416) 619-0068, or request a written fixed quote today.

  • 15+Years of cross-border experience
  • 18,000+Clients served
  • 5.0Google rating
  • 4Global offices — India, USA, Canada & UAE

Secure a fixed quote

Your own file sets the fee. Send it over, and a written quote arrives before anything is prepared.

24-hour helpline: +1 (416) 619-0068
  • Fixed fee agreed before work starts
  • 18,000+ clients served
  • 24-hour helpline: +1 (416) 619-0068
In short

Consultants furnishing services in a country for an extended period can create a service permanent establishment for their firm, and several treaties — India's among them — apply that test at a low threshold.

Below: the rule, what clients ask first, two worked files with their numbers, the process end to end, and the published fee.

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

Consultants furnishing services in a country for an extended period can create a service permanent establishment for their firm, and several treaties — India's among them — apply that test at a low threshold.

Start with the mechanism, not the form. What separates a good outcome here from an ordinary one is rarely the arithmetic. It is knowing that a specific rule exists for management consultants and being able to evidence that it applies.

Two of the firm’s advisers at the glass desk in the Delhi office

Transparent, fixed pricing for management consultants your filing calendar

A filing calendar for a management consultant is priced by how many of them there are: each country you were posted in sets its own due dates, instalments and disclosure deadlines, and they rarely align. Building the calendar for one posting is straightforward; keeping one across several jurisdictions, with years already missed, is the larger engagement.

Individual tax filing

From $349

fixed, quoted before work starts

Individual returns where salary, investments or property sit outside the country of residence, prepared so relief is claimed once and in the right place.
See the fee schedule

Corporate cross-border filing

From $999

fixed, quoted before work starts

Company filings where income, ownership or operations cross a border, with the related-party disclosures that come with them.
See the fee schedule

Transfer pricing documentation

From $2,500

fixed, quoted before work starts

Intercompany pricing documented before it is questioned — the functional analysis, the benchmarking and the files that support it.
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

Non-resident & departure filings

From $349

fixed, quoted before work starts

Arrival and departure years priced as one engagement, with the part-year residence position and the assets deemed disposed of on exit.
See the fee schedule

Payroll & mobility setup

From $999

fixed, quoted before work starts

The employer side of mobility — where to register, what to withhold, and what to report once someone works across a border.
See the fee schedule

Catch-up & voluntary disclosure

From $349

fixed, quoted before work starts

Bringing an unfiled history current: which years are still open, which programme applies, and what the exposure is before you commit.
See the fee schedule

Estate & trust filing

From $799

fixed, quoted before work starts

Trust and estate filings that reach across a border, including the reporting a foreign beneficiary or a foreign asset creates.
See the fee schedule

All published fees on one page — all of it on a single page, so the number you compare is the number you pay.

Three things we hear on the first call

  • I have been on a client site abroad for eight months straight.
  • My firm bills the client locally and pays me from head office.
  • The client withholds tax on the firm's fee and nobody reclaims it.

We hear versions of all three most weeks. The confusion is structural rather than personal: nothing in either system is designed to explain the other. See also tax for international school staff.

Worked through with figures

Here is the rule doing its work on an actual set of amounts.

Equity that vests after the move

A grant worth C$90,000 at vest, over a 48-month vesting period, 23 months of which were worked in the first country and 25 in the second.

Equity that vests after the move
ItemAmount
Value at vestC$90,000
Vesting period (months)48
Months worked in the first country23
Months worked in the second country25
Apportioned to the first countryC$43,125
Apportioned to the second countryC$46,875

Two countries tax slices of one gain: C$43,125 and C$46,875 on this apportionment. Where their taxing points differ — grant, vest, exercise or sale — the credit can arrive in a year the other country is no longer taxing, which is the mismatch to plan around. 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.

A worked example

Worked through with figures, the mechanism looks like this.

Credit relief on one stream of income

Take C$92,000 of income taxed in both countries. Assume the other country charged 30% on it and the home country would charge 42% on the same amount.

Credit relief on one stream of income
ItemAmount
Income taxed in both countriesC$92,000
Tax paid abroad (assumed 30%)C$27,600
Home tax on the same income (assumed 42%)C$38,640
Credit available (lesser of the two)C$27,600
Home tax still payableC$11,040

The credit absorbs C$27,600 and leaves C$11,040 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. The interesting question is where your own figures fall relative to that, which is a computation rather than an opinion.

Treat these numbers as a worked example rather than advice — they exist to make the mechanics visible, and the rates and thresholds are assumed for the illustration. For a real filing, we verify each figure with the authority that publishes it, for your year.

What working with us looks like

  1. 1We establish what happened and when, because every position here is anchored to a date
  2. 2A written scope and a fixed price, so you know the cost before committing
  3. 3The filings are prepared, cross-checked against each other, and reviewed by name
  4. 4You see the result, approve it, and we file it
  • Your existing accountant keeps the domestic file; we take the cross-border piece, with the boundary in writing.
  • Rated 5.0 out of 5 stars on Google, on a profile open for you to read.
  • A named reviewer signs off every statutory filing.

How to get this moving

We would rather scope it properly than quote it quickly.

Reviewed against current guidance for the 2025 and 2026 filing seasons by Udit Gupta, Cross-Border Tax Expert, Legal Quotient Consultants. General information, not advice for your circumstances — call our 24-hour helpline to discuss your own position.

International tax consultant, in practice

The search that brings most people to this page is international tax consultant. It is answered here for management consultants: your filing calendar: what creates the obligation, which filings discharge it, and the fee agreed before the work starts.

How the engagement runs, phase by phase

  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.

  2. The number is settled up front

    Priced from your own documents and confirmed in writing before any preparation begins.

  3. Both returns on one desk

    One engagement covers every country the file touches, reconciled line against line.

  4. Your approval, then the filing

    The return is yours to check first. We file once you say so.

The difference a dedicated cross-border team makes

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

Part XIII tax
Canada's flat withholding on passive payments to non-residents — rent, dividends, interest, pensions, royalties — which a treaty may reduce if the eligibility declaration is on file.
Gift splitting
The election treating a gift by one spouse as made half by each, which changes the exemption and reporting position.
Taxpayer relief
The Canadian discretion to cancel or waive penalties and interest — never the tax — for circumstances beyond the taxpayer's control, within a look-back limit.
Angel tax
The Indian rule that can treat share premium above fair value as income of the issuing company, resolved by valuation evidence at the time of issue.

Management consultants your filing calendar — what the published fees look like

Where a deadline has already passed, calendar work turns into catch-up work, and the fee follows the number of years to be brought current rather than the number of forms. Consultants who reach us mid-posting are commonly behind in the country they are sitting in, and that is the part we price first.

Corporate cross-border filing

$999fixed, before work starts

Covers: Corporate compliance for a group that trades or holds assets in more than one country, prepared on both sides together.

See this fee page

Transfer pricing documentation

$2,500fixed, before work starts

Covers: Intercompany pricing documented before it is questioned — the functional analysis, the benchmarking and the files that support it.

See this fee page

Why clients bring management consultants your filing calendar to us

18,000+ clients served

Individuals, expats and corporations across India, the USA, Canada and the UAE have filed with us — 15+ years of cross-border work.

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.

Residence is tested, not assumed

Where you are resident for treaty purposes is a question with a method. We work through it and write down the answer, with the facts it rests on.

One team, not two firms billing separately

You are not the go-between for two sets of advisers with two sets of assumptions. One engagement covers each country the file touches.

Two of the firm’s advisers at a desk in the Delhi office

Management consultants your filing calendar — the four phases

Step 1

Initial call

A first call to map the obligations across every country involved

Step 2

Scope and fee

A single fixed fee covering the whole set, agreed before we begin

Step 3

Preparation and review

Preparation in the order that makes the relief usable, with a reviewer's sign-off

Step 4

Filing and payment

You approve the finished work, and we file it

The team reviewing a file together at a desk

The engagement, start to finish

  • Step 1: Documents first, questions second – We read the file before asking anything, so the questions we do ask are the ones that matter.
  • Step 2: A quote you can hold us to – Fixed in writing against a defined scope. No hourly meter, and no revision after the fact.
  • Step 3: The order of filing decided deliberately – Which return goes first can decide whether relief is available at all. That is planned, not discovered.
  • Step 4: Nothing filed without your sign-off – You see the completed work, ask what you need to, and approve it before submission.

Quoted up front, in writing.

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

The rest of this practice

Browse sideways: the pages below answer the neighbouring questions.

The work we do for clients like this

Form T1141 — transfers to a non-resident trust Everything on t1141 transfers non-resident trust, at the same depth as this page.
Scrutiny and reassessment notices for NRIs Scrutiny and reassessment notices for NRIs — the guide, the FAQ and the fixed fee.
Form 2553 — S-corporation election The full guide to form 2553 s corporation election, with the fee fixed before any work starts.
Limitation on benefits — the treaty test Its own page: limitation on benefits treaty — mechanism, deadlines and published fees.
Non-resident rental income from Canadian property Everything on non resident rental income tax Canada, at the same depth as this page.
Drop-shipping tax exposure Drop-shipping tax exposure — the guide, the FAQ and the fixed fee.
Schedule FSI — foreign source income (India) The full guide to schedule fsi India, with the fee fixed before any work starts.
Section 195 — TDS on payments abroad (India) Its own page: section 195 India — mechanism, deadlines and published fees.
Employee vs contractor — both countries Everything on employee vs contractor — both countries, at the same depth as this page.

Who we bring this work to

Seafarers & mariners — relief you're probably missing Everything on seafarers & mariners relief you're probably missing, at the same depth as this page.
Franchise owners — what we charge Franchise owners what we charge — the guide, the FAQ and the fixed fee.
Franchise owners — your filing calendar The full guide to franchise owners your filing calendar, with the fee fixed before any work starts.
Tax for options & futures traders Its own page: options & futures traders tax — mechanism, deadlines and published fees.
Civil & structural engineers — what we charge Everything on civil & structural engineers what we charge, at the same depth as this page.
Franchise owners — what you owe in each country Franchise owners what you owe in each country — the guide, the FAQ and the fixed fee.
Tax for defence contractors The full guide to defence contractors tax, with the fee fixed before any work starts.
Tax for forex traders Its own page: forex traders tax — mechanism, deadlines and published fees.
Tax for cabin crew Everything on cabin crew tax, at the same depth as this page.

Where our clients live and work

US–Spain tax corridor Everything on US Spain tax, at the same depth as this page.
Estonia tax for expats — country guide Estonia tax for expats — the guide, the FAQ and the fixed fee.
Spain tax for expats — country guide The full guide to Spain 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.
Canada–Germany tax corridor Everything on Canada Germany tax, at the same depth as this page.
Canada–Singapore tax corridor Canada Singapore tax — the guide, the FAQ and the fixed fee.
Canada–Mexico tax corridor The full guide to Canada Mexico tax, with the fee fixed before any work starts.
Uruguay tax for expats — country guide Its own page: uruguay tax for expats — mechanism, deadlines and published fees.
Latvia tax for expats — country guide Everything on latvia tax for expats, at the same depth as this page.

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

What these engagements turn on

Case study 1

A Residency Determination Review After Leaving the Country

Residence is decided on ties, not on a form, and the review asks for evidence of every one of them. The file assembles the ties that were severed and the ones that remained, and answers the questionnaire against the treaty rather than around it.

Read how this one runs
Case study 2

One Salary, Two Countries Claiming It

A US citizen resident in Canada, taxed in full on both sides because each return was prepared without the other in view. Deciding which country has the first right to the income, then claiming relief on the second return in the right order, is what stops the same dollar being taxed twice.

Read how this one runs
Case study 3

A Second Opinion on a Return Already Filed

A cross-border return prepared on one side only is usually right in isolation and wrong in combination. The review checks residence, source and relief in that order, and says plainly whether an amendment is worth making.

Read how this one runs
Case study 4

Green Card Kept, Moved to Canada — Both Returns Still Due

Holding a green card does not end the US filing obligation, and living in Canada starts a Canadian one. The engagement fixes residence under the treaty tie-breaker, then decides which return the relief is claimed on so the two do not contradict each other.

Read how this one runs
Case study 5

Residency Changed Mid-Year and Both Returns Assumed a Full One

A move part-way through a year produces two part-year positions, not two full ones. The engagement establishes the date residence actually changed, allocates income either side of it, and amends whichever return was filed on the wrong footing.

Read how this one runs
Case study 6

The Same Income Taxed Twice on Paper

Relief usually exists and is lost to sequence: one country taxes at source and the other credits it, and preparing them in the wrong order claims a credit against a figure nobody has computed.

Read how this one runs
Case study 7

Coming Back to Canada After Years Abroad

Returning restarts Canadian residence and re-values what you own on the day you arrive. Foreign pensions, employer plans and accounts opened abroad each land differently, and the reporting thresholds are tested against the whole portfolio rather than each account.

Read how this one runs
Case study 8

A Family Trust Abroad With Reporting on Both Sides

A trust settled in one country and a beneficiary living in another produces reporting for the trust, the settlor and the beneficiary, on different forms and different dates. The engagement maps who files what before anything is prepared.

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

Management consultants — your filing calendar — questions we are asked

What makes management consultants different from an ordinary filing?

Consultants furnishing services in a country for an extended period can create a service permanent establishment for their firm, and several treaties — India's among them — apply that test at a low threshold. 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.

Do I have to file in both countries?

Frequently yes, and the two filings do different jobs. The country where the income arises taxes it at source; the country where you are resident taxes your worldwide income and then gives credit for the tax already paid. Filing only one side is what leaves relief unclaimed — the credit has to be asked for on a return. We prepare both sides so the numbers agree. See dual filing.

How does cross-border tax planning work?

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.

Can you review something another adviser prepared?

Yes, and that is a common engagement. A second opinion on a filed cross-border return most often finds an unclaimed credit, a missed information return, and a treaty position taken without the required disclosure.

Do you handle the other country too?

For Canada, the United States and India, yes — that is the whole point of a corridor desk. For a fourth country we coordinate with a local adviser and keep ownership of the interaction between the two systems.

Meet us in person at any of our offices

Get management consultants filing 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
  • Your existing accountant keeps the domestic file
  • Rated 5.0 out of 5 stars on Google

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