Licensed Chartered Accountants • Confidential 1-on-1 Video Advisory • Global NRI Practice
Serving NRIs across USA, UAE, UK, Singapore, Canada & Australia
Senior International Tax Chartered Accountants

Confidential NRI Tax Consultation & Strategic Cross-Border Planning

Moving overseas? Vesting foreign RSUs/ESOPs? Facing UAE/GCC deemed residency or planning an inheritance transfer? Get direct, authoritative video guidance from specialized Indian CAs before costly tax leaks happen.

45-Min 1-on-1 Confidential Video Session
Written Statutory Action Memo
Cross-Border DTAA & FEMA Strategy
14-Day Direct WhatsApp CA Access
Quick WhatsApp Query
Direct CA Advisory
Unbiased • Cross-Border Focus
  • No commission or product sales pitch
  • Concrete statutory section citations
  • DTAA Foreign Tax Credit reconciliation
  • Pre-departure & RNOR optimization
1,200+
Cross-Border Consultations
₹45+ Cr
NRI Wealth Protected
100%
ICAI Licensed Partners
45+ Nations
Global NRIs Represented
Comprehensive Advisory Scope

6 High-Demand Cross-Border Advisory Pillars

Whether you are an executive in Silicon Valley with complex stock compensation or an entrepreneur in Dubai navigating residency rules, our Chartered Accountants deliver tailored statutory blueprints.

01
Section 9(1)(ii) & DTAA Art. 15/23

Cross-Border RSUs, ESOPs & Global Stocks

Vesting foreign tech shares (Google, Amazon, Meta, Microsoft) while moving between India and overseas? We apportion the vesting period between resident and non-resident tenures, calculate Foreign Tax Credits via Form 67, and prevent devastating double taxation.

Key Benefit: Zero double-tax leakage between US IRS and Indian CBDT.
02
Section 6(1) & FEMA Reg. 2(w)

Pre-Departure Tax & Wealth Transition

Moving abroad permanently or on a multi-year assignment? We calibrate your exact departure date (e.g. leaving before vs after Sept) to preserve non-resident status in Year 1, structure bank re-designations (NRO/NRE), and rebalance domestic mutual funds.

Key Benefit: Avoid paying Indian income tax on your Year 1 overseas salary.
03
Section 6(1A) & ₹15 Lakh Rule

UAE / GCC Deemed Residency Defense

Indian citizens residing in zero/low-tax jurisdictions like Dubai, Qatar, or Bahrain with Indian-sourced income exceeding ₹15 Lakhs face automated deemed residency. We assist with Tax Residency Certificate (TRC) procurement and POEM management defense.

Key Benefit: Ringfence genuine offshore business and employment income.
04
Section 56(2)(x) & RBI LRS Quota

Inheritance, Gifts & HUF Structuring

Inheriting ancestral real estate or receiving financial gifts from aging parents in India? We structure tax-free transfers under relative exemption rules, manage Hindu Undivided Family (HUF) partitions, and secure FEMA Form 15CA/CB outward repatriation clearance.

Key Benefit: Audit-proof cross-border transfer of family wealth into overseas accounts.
05
DTAA Article 4 Tie-Breaker

Dual Residency Conflict Resolution

When both the Indian tax authority and your country of residence (USA, UK, Singapore, Australia) claim you as a resident, we apply Article 4 statutory tie-breakers: Permanent Home, Center of Vital Economic Interests, and Habitual Abode to establish sole foreign residency.

Key Benefit: Statutory defense against conflicting worldwide tax claims.
06
Section 148A, 143(2) & AIS Audit

Income Tax Notice Defense & AIS Scrutiny

Received a computerized notice for high-value NRO deposits, mutual fund redemptions, or outward foreign remittances? Our CAs draft evidence-backed legal replies, reconcile AIS/TIS mismatches, and resolve reassessment inquiries with zero in-person visits.

Key Benefit: Full compliance closure without penalty or assessment escalations.
Real-World Case Study

How US Tech Director Karthik Saved ₹14.20 Lakhs with a Pre-Transaction Blueprint

Karthik, an Engineering Director in Seattle (US), held ₹1.80 Crore in unvested RSUs and intended to sell an inherited ancestral land parcel in Pune for ₹2.40 Crore. Confused about whether selling before or after his upcoming India trip would trigger dual taxation, he booked a 1-on-1 Consultation.

₹14.20 L
Direct Tax Saved
100%
DTAA FTC Recognized
0 Days
Travel to Tax Office

Our Strategy: We timed the property sale in the subsequent financial year, structured Section 54EC bond investments, reconciled US-India DTAA Article 13 & Article 23, and secured Form 13 Lower TDS at source.

Need a Similar Blueprint?

Discuss your portfolio, property sale, or relocation with an expert CA.

Streamlined Protocol

How the 1-on-1 Consultation Works

Structured, confidential, and completely remote. Designed for busy executives and NRIs across global timezones.

1
Pre-Session Dossier

Submit your brief questions, tax residency dates, and transaction details so your assigned CA prepares in advance.

2
45-Min Video Advisory

Private screen-sharing session via Google Meet / Zoom with Senior International Tax Chartered Accountant.

3
Written Action Memo

Receive a clear statutory roadmap citing relevant Income Tax sections, DTAA articles, and compliance checklists.

4
14-Day WhatsApp Access

Direct priority WhatsApp access with your consulting CA for follow-up clarifications on the discussed strategy.

Why Specialization Matters in Cross-Border Tax

Domestic Indian tax rules differ fundamentally from cross-border FEMA and international tax jurisprudence.

Aspect Generic Domestic Accountant NRI Track Cross-Border Practice
Day-Counting Knowledge Relies on crude 182-day calendar math, misses midnight landing rules Statutory Section 6 physical presence audit, immigration stamp verification
DTAA Treaty Relief Rarely handles bilateral treaties; risks double taxation Applies Article 11/12/13/15 treaty caps and electronic Form 67 credits
Stock Options (RSUs/ESOPs) Treats all stock proceeds as domestic capital gains Apportions vesting periods between domestic & foreign tenures
FEMA & Outward Remittance Unfamiliar with RBI Liberalised Remittance limits and Form 15CB UDIN End-to-end $1M USD repatriation clearance with Authorized Dealer banks
Consultation Deliverable Informal phone call with zero documented backing 45-min video conference + formal written statutory action memo
Frequently Asked Questions

Cross-Border Advisory FAQ

The consultation includes a thorough pre-session review of your submitted transaction details, a 45-minute confidential video conference with a senior cross-border Chartered Accountant, a structured written Action Memo citing statutory sections and DTAA articles, and 14 days of direct WhatsApp channel access for follow-up questions.

Under Section 9(1)(ii) of the Income-tax Act, RSUs and employee stock options that vest across periods where you worked both in India and overseas are apportioned based on days of service. We calculate the exact taxable perquisite in India, coordinate Foreign Tax Credits under DTAA Article 15/23, and file Form 67 to prevent double taxation.

Under the Finance Act 2020, an Indian citizen who is not liable to tax in any other country and whose Indian-sourced income exceeds ₹15 Lakhs is deemed an Indian resident. Our CAs help you obtain a foreign Tax Residency Certificate (TRC), calibrate your Indian income streams, and establish that your global business is not controlled from India.

Timing your departure from India (e.g. leaving before September versus after September) determines whether you qualify as a Non-Resident or remain an Indian resident for your departure fiscal year. Proper planning prevents your foreign salary from being taxed in India, converts resident bank accounts to NRE/NRO legally under FEMA, and optimizes your portfolio before departure.

Under Section 56(2)(x) of the Income-tax Act, gifts and inheritances received from defined 'relatives' (such as parents, siblings, or spouse) are 100% exempt from Indian income tax. However, repatriating those funds abroad requires Form 15CA and Form 15CB CA certification under FEMA, which our advisory desk structures seamlessly.

When both India and your host country claim you as a tax resident, we invoke the 'Tie-Breaker Rules' under Article 4 of the bilateral Double Taxation Avoidance Agreement (DTAA). We evaluate where you have a permanent home, your center of vital economic interests, and habitual abode to establish sole residency in your host nation.
Complete NRI CA Solutions

Explore Other Specialized NRI CA Services

Beyond 1-on-1 strategic advisory, our licensed Chartered Accountants provide dedicated execution across tax filing, property transactions, marine payroll, and currency repatriation.

Ready for Complete Cross-Border Clarity?

Don't make multi-lakh rupee tax decisions based on casual advice. Secure a dedicated 45-minute video consultation with a senior cross-border Chartered Accountant today.

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