Fixed-Fee. Trusted. Accurate. Quick. Easy. Economical.
100% Risk-Free, Satisfaction, Guarantee, Price Match – Pay After Service
At Tax Filings Canada, we handle every part of your cross-border retirement planning, from the filing itself to the planning around it. Our CPAs work with businesses and individuals every week, so the filing is right whether you file personally or through a corporation.
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Stay compliant and optimize your financial processes with our specialized cross-border retirement planning services.
No hidden fees. Pay only after your service is completed. Recommended by 1000+ Business & Startups.
Cross-Border Retirement Planning from Tax Filings Canada gives Canadians with US ties and non-residents earning Canadian income treaty positions, foreign tax credits, T1135 disclosure and non-resident withholding at a low-cost fixed fee agreed before work begins — no hourly billing, no surprise invoices.
Send your documents securely through our portal or by email.
We prepare your cross-border retirement planning return and every supporting schedule.
You review each figure and approve before anything is filed.
We file with the CRA, and you pay only after it is complete.
| Factor | Tax Filings Canada | Typical Firm |
|---|---|---|
| Pricing model | Fixed, flat fee | Hourly / unpredictable |
| Payment | Pay after service | Upfront retainer |
| Price match | Yes, on written quotes | Rarely |
| CRA audit support | Included | Billed extra |
| Typical turnaround | 3-5 business days | 2-4 weeks |
Section 216 and 217 elections can substantially reduce non-resident withholding on Canadian rents and pensions when filed on time. We quote cross-border retirement planning as one low-cost fixed price — the budget-friendly alternative to hourly billing.
Providing transparent fixed pricing and high-quality Accounting Firm compliance for your cross-border retirement planning requirements.
Coverage: Standard bookkeeping and cross-border retirement planning preparation.
Ideal for early-stage startups and sole proprietors.
Book NowCoverage: Full-service bookkeeping, filings, and CRA compliance support.
Perfect for established small businesses.
Book NowCoverage: Strategic advisory and fractional CFO integration.
Ideal for companies seeking high-growth financial structuring.
Book NowWhy you should partner with Tax Filings Canada Experts for all your cross-border retirement planning needs?
Providing tailored cross-border retirement planning services to ensure compliance and maximize deductions.
Our certified accountants protect your business with complete federal and provincial tax compliance.
A dedicated team that handles your financials quickly, accurately, and without upfront fees.
Dedicated preparation processes customized for Canadian businesses.
Advanced accounting software integrations with QuickBooks, Xero, and wave accounting.
Customized packages designed to grow as your business operations expand.
Our clear four-step workflow ensuring absolute tax optimization and complete CRA compliance.
Start with a free, no-obligation consultation to review your business’s financial, tax filing and compliance needs and outline our affordable solutions.
Receive a comprehensive checklist and securely provide the required financial records and documents.
Our tax accountant and accounting experts carefully prepare your filings, identify all applicable deductions and credits, and conduct thorough reviews.
We file your documents electronically with the Canada Revenue Agency (CRA) on time and provide post-filing support.
Risk-Free, Hassle-Free, and Client-First!
Schedule a Free ConsultationUse our office finder below to select your nearest accountant tax filing expert.
See how our expert Cross-Border Retirement Planning tax and accounting services have helped Canadian businesses save money and stay compliant.
An incentive review at a snowbird spending winters in Arizona in Mississauga, Ontario found a departure year filed as a normal resident return with no deemed disposition reported and recovered $25,500 across 7 open years.
A $93,000 reassessment landed at a non-resident owning Canadian rental property in Windsor, Ontario, resting on a US LLC taxed as a corporation in Canada, producing double tax on the same income. The objection was allowed in full.
A dual citizen with a US retirement account in Halifax, Nova Scotia had outgrown its structure, with a departure year filed as a normal resident return with no deemed disposition reported the visible cost. The reorganisation completed tax-deferred and saves $24,000 a year.
Remittances at an emigrant who left Canada mid-year in Toronto, Ontario were chronically late because of foreign accounts that had passed the $100,000 T1135 threshold three years earlier. Fixing the schedule refunded $73,000.
The ledger at a Canadian with a US employer in Kitchener, Ontario could not support its own filings because of 25% withholding on gross Canadian rent where a section 216 election would have taxed only the net. Rebuilding it surfaced $19,500 in unclaimed input tax.
An inbound transferee on assignment in Winnipeg, Manitoba faced a $134,000 proposed reassessment after US tax paid but no foreign tax credit claimed on the Canadian return. We rebuilt the documentation and the adjustment was withdrawn in full.
Meet the specialists behind your Cross-Border Retirement Planning filings. Our Partners Are Alumni of the World's Top Accounting and Tax Institutions
CA (ICAI), Certified Tax Accountant, In-Depth Tax Trained
Canada Tax, International Tax, Cross Border Tax, Transfer Pricing
International Tax, Transfer Pricing Specialist
CPA Canada, CPA USA, CA (ICAI), Canada Tax Expert
Accounting Firm, CA. Fractional CFO and Senior Advisory Specialist
Same fixed fees in every province. Find your city or your sector.
Direct answers to what Canadian business owners actually ask before hiring an accountant.
Cross-Border Retirement Planning starts at a fixed fee quoted before any work begins. The quote is locked at the outset and does not change mid-engagement, and you pay only after you have reviewed and approved the deliverable. Compare every plan on our transparent pricing page.
At minimum: prior-year returns and notices of assessment, your bank and credit-card statements for the fiscal period, payroll records if you have employees, and GST/HST filings. We send a checklist tailored to your situation after the free 15-minute call.
Most engagements are completed within 3 to 5 business days once your documents are complete. Catch-up work covering multiple years takes longer, and we tell you the realistic timeline before you commit rather than after.
We respond on your behalf at no extra charge for any return we prepared. Every figure we file is supported by documentation retained in your file, which is what turns a CRA review from a crisis into correspondence. See how our CRA audit support works.
Yes. Late filing penalties compound at 5% of the balance owing plus 1% per month, so the cost of waiting is real. We prioritise catch-up work and, where eligible, file under the CRA's Voluntary Disclosures Program to reduce penalties.
Yes. We are a cloud-based practice serving every province and territory, so your location does not change the price or the service. Browse our coverage across Canada to find your city.
We work across construction, healthcare, e-commerce, professional services, restaurants, real estate, transportation, technology and non-profits, each with its own deduction profile and CRA scrutiny patterns. See all industries we serve.
Software applies the rules you already know about. A CPA finds the ones you do not: capital cost allowance timing, the small business deduction threshold, shareholder loan repayment rules, and TOSI exposure on family dividends. The fee is usually smaller than the deductions it surfaces.
Our cross-border retirement planning services include complete filing, compliance management, and strategic advice customized to Canadian tax laws.
You can start by booking a free 15-minute call. We will review your files, provide a fixed quote, and start working immediately.
