Separate government filing charges from company document preparation, legal services, and any family-related filings. A new-office business budget, such as lease and hiring costs, is a distinct category of expenditure that should not be confused with immigration application fees.
Define what the professional engagement includes
Ask whether a quote covers the initial eligibility assessment, petition preparation, any expedited-processing request, and responses to later government requests for evidence, or only part of that work. Identify document retrieval and corporate work that may fall outside that scope, and confirm current official fees for this specific employer's filing rather than reusing a figure from an unrelated case.
Keep immigration expenses apart from the operating budget for the American venture. For a new-office filing, price secured physical premises, hiring, equipment, and launch commitments while documenting the U.S. investment’s size and the foreign entity’s financial ability to remunerate the beneficiary and commence business. The plan must demonstrate that the American position becomes managerial or executive by year one; the qualifying foreign year must itself have been managerial or executive. Separately identify official charges, legal scope, record retrieval, translations, and dependant applications. The common mistake is presenting setup spending as compensation for a weak role or incomplete qualifying relationship.
Hypothetical example: an Ottawa food-packaging manufacturer budgets a leased production suite, machinery deposits, two initial hires, and its general manager’s transfer. Its worksheet should distinguish funds establishing business capacity from petition-preparation or family expenses. The foreign company’s accounts should substantiate its ability to pay and launch operations. Before ordering machinery, management should confirm that the ownership link, foreign managerial year, premises, and first-year staffing model fit the new-office requirements.