Services Tax Advice for Repatriation to Canada


Repatriation Tax and Returning to Canada

  • Have you been outside Canada for less than two years?
  • Do you have significant investments or personal assets?
  • What time of year are you moving back to Canada?

The answers to these questions (and many more) can present unique tax situations that you will need to address with the Canadian Revenue Agency.

The timing of filings and what needs to be reported varies significantly from individual to individual, and omitting what seems like insignificant details can result in severe penalties with the CRA.

We can help you navigate these complexities and ensure you avoid unnecessary tax problems on your return to Canada.

Depending on your needs we offer a variety of services.

Bronze
$325 Phone Consultation
  • A phone meeting with our team to discuss your specific tax risks and available mitigation plans.
Silver
$700 Phone Consultation and Personal Taxes
  • In addition to discussing your tax risks and mitigation we will assist you with filing your first personal tax return when you return to Canada. This can include some unique forms not included in a standard personal tax return.
  • Additional returns (i.e. for a spouse) will be billed at $300 each
Gold
$1,350 Comprehensive Consultation for Complex clients
  • Audit protection. If your residency return is audited by the CRA we will respond to the audit free of charge
  • Unlimited phone consultations
  • Coordination with your tax accountants in your non-Canadian jurisdiction
  • One Canadian Tax Return. Additional returns (i.e. for a spouse) will be billed at $300 each
US Gold plus
$2,600 Comprehensive Consultation for Complex clients PLUS a US Tax Return
  • Audit protection. If your residency return is audited by the CRA we will respond to the audit free of charge
  • Unlimited phone consultations
  • Coordination with your tax accountants in your non-Canadian jurisdiction
  • One Canadian Tax Return. Additional returns (i.e. for a spouse) will be billed at $300 each
  • We file your US personal tax return
  • Additional US returns (i.e. for a spouse) will be billed at $1,250 each