Reasonably priced Cross-border tax for individuals & families abroad

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Cross-border tax filing for individuals & families abroad, planned and filed from one desk, at a fixed fee agreed in writing before any work starts. Ask us about reasonably priced cross-border tax for individuals & families abroad: call the 24-hour helpline on +1 (416) 619-0068, or request a written fixed quote today.

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  • 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
  • Offices in India, the USA, Canada and the UAE
  • 24-hour helpline: +1 (416) 619-0068
In short

A family's exposure is rarely one person's: a spouse's residence, a child's education plan and a parent's estate can each pull a different country into the same year.

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

A family's exposure is rarely one person's: a spouse's residence, a child's education plan and a parent's estate can each pull a different country into the same year.

Everything else on this page follows from this. 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.

The team reviewing a file together at a desk

Individuals & families abroad cross border tax — priced before we start

For individuals and families abroad the fee is set by how many people in the household have to file and how many countries the year touches: one spouse with one return is a short engagement, while a second residence, children's education savings and an estate abroad is a different one. The price is agreed in writing first.

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

Foreign asset & information reporting

From $349

fixed, quoted before work starts

The information returns that carry the heaviest penalties — foreign accounts, foreign property, foreign affiliates — prepared from one asset list.
See the fee schedule

Corporate cross-border filing

From $999

fixed, quoted before work starts

Returns for companies with foreign subsidiaries, foreign income or foreign shareholders, and the schedules each of those triggers.
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

Non-resident & departure filings

From $349

fixed, quoted before work starts

The filings that follow a move: the departure year, the arrival year, and the income that keeps arriving from the country behind you.
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

Payroll & mobility setup

From $999

fixed, quoted before work starts

Employer registration and withholding for staff on assignment, arranged before the first pay run rather than corrected after it.
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

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

  • My spouse and I are resident in different countries.
  • Our children's education savings may not be recognised where we live.
  • A parent's estate abroad will affect our filings for years.

If any of that sounds familiar, it is because it is the standard experience of anyone in this position. The rules were not written to be read together, and nobody is given a map. See also treaty-based structuring reviews.

The numbers, end to end

It is easier to see with numbers attached.

Credit relief on one stream of income

Take C$150,000 of income taxed in both countries. Assume the other country charged 28% on it and the home country would charge 44% on the same amount.

ItemAmount
Income taxed in both countriesC$150,000
Tax paid abroad (assumed 28%)C$42,000
Home tax on the same income (assumed 44%)C$66,000
Credit available (lesser of the two)C$42,000
Home tax still payableC$24,000

The credit absorbs C$42,000 and leaves C$24,000 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. Your version of this table is the useful one, and it takes a short call and a document pack to produce.

An illustration, not a client file. The sums are chosen for legibility and the thresholds are stated for the example alone — nothing reaches a filing until it has been confirmed at source for your own year.

The numbers, end to end

Worked through with figures, the mechanism looks like this.

Credit relief on one stream of income

Take C$86,000 of income taxed in both countries. Assume the other country charged 20% on it and the home country would charge 39% on the same amount.

ItemAmount
Income taxed in both countriesC$86,000
Tax paid abroad (assumed 20%)C$17,200
Home tax on the same income (assumed 39%)C$33,540
Credit available (lesser of the two)C$17,200
Home tax still payableC$16,340

The credit absorbs C$17,200 and leaves C$16,340 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. We run this on your actual numbers before advising anything, because the conclusion can invert with a modest change in inputs.

Example figures throughout, selected to make the rule visible, with rates and thresholds assumed for the demonstration. Your actual filing uses figures confirmed with the issuing authority for your tax year.

From first call to filed

  1. 1A first call to map the obligations across every country involved
  2. 2A single fixed fee covering the whole set, agreed before we begin
  3. 3Preparation in the order that makes the relief usable, with a reviewer's sign-off
  4. 4You approve the finished work, and we file it
  • 18,000+ clients served across 4 global offices: India, the USA, Canada and the UAE.
  • A named reviewer signs off every statutory filing.
  • A 24-hour helpline, +1 (416) 619-0068, before you commit to anything.

Your next step

Whatever you have is enough to start the conversation, including nothing but the dates.

Checked and signed off for the 2025 and 2026 filing seasons by Udit Gupta, Cross-Border Tax Expert, Legal Quotient Consultants. Written as general guidance, not as a recommendation for your situation. Talk it through with us before acting on it.

Individual international tax services — what this page covers

The search that brings most people to this page is individual international tax services. It is answered here for cross-border tax for individuals & families abroad: 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.

What you are actually buying with individuals & families abroad cross border tax

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

Foreign affiliate
A non-resident corporation in which a Canadian resident holds a specified level of interest, bringing surplus computations and information reporting with it.
NRI
Non-resident Indian: an individual who is not resident in India under its day-count tests. NRIs are taxed by India only on Indian-source income, usually collected at source before any exemption.
TNMM
The transactional net margin method, testing an operating margin rather than a gross one — which is why it survives accounting differences that defeat gross-margin methods.
Streamlined filing
The US catch-up route for non-willful filers, requiring a limited number of back returns and account reports plus a signed certification. Availability ends when the IRS makes contact first.

Fixed fees around individuals & families abroad cross border tax

The other driver on a family file is history: how many years are outstanding in each country, and whether the statements, foreign account records and estate papers still exist or have to be requested. Bringing a settled position up to date costs less than reconstructing one.

Foreign asset & information reporting

$349fixed, before work starts

Covers: Accounts, property and company interests held outside the country of residence, reported on the schedules that carry penalties whether or not tax is owed.

See this fee page

Individual tax filing

$349fixed, before work starts

Covers: Personal returns for individuals, expats and non-residents — foreign income, foreign property and treaty relief handled in one engagement.

See this fee page

Corporate cross-border filing

$999fixed, before work starts

Covers: Returns for companies with foreign subsidiaries, foreign income or foreign shareholders, and the schedules each of those triggers.

See this fee page

Why clients bring individuals & families abroad cross border tax to us

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.

You deal with the person who did the work

The practitioner who prepared and reviewed your file is the one who answers the question about it.

Cross-border is the whole practice

International and cross-border tax is all we do — not a sideline next to domestic work. The edge cases on this page are our ordinary Tuesday.

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 the glass desk in the Delhi office

Individuals & families abroad cross border tax — the four phases

Step 1

Initial call

We start with the chronology: dates, countries, and what has already been filed

Step 2

Scope and fee

You get the scope and the fee in writing before we touch anything

Step 3

Preparation and review

The work is prepared and reviewed by a named person, not a queue

Step 4

Filing and payment

Nothing is filed until you have read it

The team at work in the open-plan office

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

Where to go next

Each of these carries its own guide, pricing pointers and FAQ.

Services these clients use most

US grantor trust rules for Canadians Everything on US grantor trust rules for Canadians, at the same depth as this page.
Form 10FA / 10FB — TRC for Indian residents (India) Form 10fa / 10fb India — the guide, the FAQ and the fixed fee.
US citizen living in India The full guide to US citizen living in India tax, with the fee fixed before any work starts.
Delinquent FBAR submission Its own page: delinquent FBAR submission — mechanism, deadlines and published fees.
Indian pension received abroad Everything on Indian pension received abroad, at the same depth as this page.
Advance tax and self-assessment for NRIs Advance tax and self-assessment for NRIs — the guide, the FAQ and the fixed fee.
Form W-9 — US persons The full guide to form w-9 US persons, with the fee fixed before any work starts.
Artistes and sportspersons — the treaty article Its own page: artistes sportspersons treaty article — mechanism, deadlines and published fees.
CRA foreign income audit Everything on CRA foreign income audit, at the same depth as this page.

Who we bring this work to

Day traders — what you owe in each country Everything on day traders what you owe in each country, at the same depth as this page.
Tax for offshore vessel crew Offshore vessel crew tax — the guide, the FAQ and the fixed fee.
Tax for coaches & trainers The full guide to coaches & trainers tax, with the fee fixed before any work starts.
Manufacturers cross-border tax Its own page: manufacturers cross border tax — mechanism, deadlines and published fees.
Tax for civil & structural engineers Everything on civil & structural engineers tax, at the same depth as this page.
IT contractors — what you owe in each country It contractors what you owe in each country — the guide, the FAQ and the fixed fee.
Tax for cross-border truck drivers The full guide to cross-border truck drivers tax, with the fee fixed before any work starts.
Tax for aid & ngo workers Its own page: aid & ngo workers tax — mechanism, deadlines and published fees.
Tax for teachers abroad Everything on teachers abroad tax, at the same depth as this page.

Where our clients live and work

Ireland tax for expats — country guide Everything on Ireland tax for expats, at the same depth as this page.
US–Germany tax corridor US Germany tax — the guide, the FAQ and the fixed fee.
India–Singapore tax corridor The full guide to India Singapore tax, with the fee fixed before any work starts.
Canada–Hong Kong tax corridor Its own page: Canada Hong Kong tax — mechanism, deadlines and published fees.
Colombia tax for expats — country guide Everything on Colombia tax for expats, at the same depth as this page.
Tunisia tax for expats — country guide Tunisia tax for expats — the guide, the FAQ and the fixed fee.
US–Mexico tax corridor The full guide to US Mexico tax, with the fee fixed before any work starts.
Bermuda tax for expats — country guide Its own page: Bermuda tax for expats — mechanism, deadlines and published fees.
Brazil tax for expats — country guide Everything on Brazil 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

Files that look like this one

Case study 1

A Shareholder Loan Across a Border at No Interest

An interest-free loan between related companies is priced as if it carried interest, and in some cases a deemed benefit follows as well. The file sets a rate against the borrower's own credit profile and documents the terms that support it.

Read how this one runs
Case study 2

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 3

Whether the Year Made Someone an NRI

Indian residence is decided by presence tests applied to the financial year, and a single trip can change the answer for the whole of it. The status is established before any return or exemption is considered.

Read how this one runs
Case study 4

Ten Years of Missed Returns Filed as One Engagement

Filing many years at once is a sequencing problem: carry-forwards, instalments and credits from the earliest year feed the latest. Filing them out of order is what turns a recoverable position into an assessed one.

Read how this one runs
Case study 5

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 6

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 7

A Margin Defended With a Benchmarking Set That Fits the Facts

A comparables set is only as good as the screening behind it, and a rejected set takes the margin with it. The study selects the tested party first, screens on function rather than on industry code, and records why each comparable survived.

Read how this one runs
Case study 8

Moving Money Out of India and the Certificates It Needs

A remittance out of India needs its tax position certified before the bank will process it. The file establishes the character of the funds, produces the certification, and keeps the position consistent with the returns already filed.

Read how this one runs

All case studies — every published engagement in one place.

Where we deliver this work

Each of these carries its own guide, pricing pointers and FAQ.

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

Cross-border tax for sellers shipping worldwide: marketplace withholding, foreign registrations and inventory nexus handled before they become audits.

Marketplaces withhold, remit and report in their own right, so the tax position of a single sale is decided by where the stock sat, where the buyer was and which platform collected — not by where the company is registered. We reconcile the platform's own filings against the returns before either is submitted.

  • 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

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

Individuals & families abroad cross-border tax — questions we are asked

What makes individuals & families abroad different from an ordinary filing?

A family's exposure is rarely one person's: a spouse's residence, a child's education plan and a parent's estate can each pull a different country into the same year. 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 country taxes my government pension or social security?

The treaty decides, and the answer differs by the type of retirement income. Many treaties give social security to the country of residence, sometimes exclusively, while a pension for government service can stay taxable only in the paying country. Some treaties also cap the taxable proportion or preserve an exemption the source country gives its own residents. Because the categories are distinct, one household can have two pensions taxed by two different countries. See the pensions and annuities article.

What is a double tax treaty and what does it actually do?

It is an agreement between two countries that divides up the right to tax. Article by article it decides which country taxes employment income, dividends, interest, royalties, pensions, property and business profits — and where both may tax, it caps what the source country can withhold and tells the other to give credit. It also breaks residence ties and opens a government-to-government channel for disputes. What it never does is apply itself: a treaty position is claimed. See our treaty work.

Who reviews the work?

A named reviewer signs off every statutory filing, and their name and the review date appear on the advice you receive.

How do you decide what is out of scope?

It is written down before we start. Anything not named in the scope is quoted separately rather than assumed, which is what stops the fee moving.

Tax terms explained

Taxpayer reliefSecure portalSafe harbourW-8BENForeign earned incomeChapter 4 withholdingTax homeForm 3520ODIJoint partner trustCloser connectionFEMAResident alienZero-rated supply Browse the full A–Z glossary

Related pages

Elsewhere in this section

All sectorsVeterinary practices cross-border taxManufacturers cross-border taxDev & design agencies cross-border taxHospitality & franchise groups cross-border taxConstruction & contracting cross-border taxInvestment funds cross-border tax

Related work

s.247 contemporaneous documentation (Canada)Intercompany agreementsForeign affiliate structure reviewGST/HST registration for foreign businessesBusiness restructuring & exit chargesIntercompany management fees and transfer pricing

Fixed fees

1120-F / 5472 filing — fixed-fee priceNewcomer first return — fixed-fee priceReg 105 or 102 waiver application — fixed-fee priceT1135 foreign property filing — fixed-fee price
Meet us in person at any of our offices

Get individuals & families abroad filing handled for a fixed fee

One call to the 24-hour helpline is enough to tell you what has to be filed, what it costs, and whether you need us at all.

Contact Us 24-hour helpline +1 (416) 619-0068 See fixed fees
  • Your existing accountant keeps the domestic file
  • 24-hour helpline, +1 (416) 619-0068
  • 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