Cross-Border Tax Strategy (U.S. & Canada
Strategic structuring for business owners expanding between the U.S. and Canada to reduce tax risk.
Service Description
Expanding across borders introduces complex tax challenges that can impact your profitability and compliance obligations. Without a structured tax strategy, businesses operating in both the U.S. and Canada can face double taxation, regulatory risks, and unnecessary financial burdens. This Cross-Border Tax Strategy service ensures that your tax structure is optimized for efficiency, compliance, and long-term success. It is designed for business owners earning $500K-$5M+ with cross-border operations, income, or residency in the U.S. and Canada. This service includes a full review of your business’s cross-border tax exposure, entity structuring recommendations, and strategies to optimize tax treaties, payroll withholding, and foreign tax credits. We ensure that your business remains compliant with both Canadian and U.S. tax laws while avoiding unnecessary taxation. Clients receive a comprehensive Cross-Border Tax Strategy Plan, outlining the optimal entity structure, compliance checklist, and tax-saving recommendations. Additionally, 60 days of post-implementation support is provided to assist with execution. Without a proactive cross-border tax strategy, businesses often overpay in taxes, mismanage tax credits, or unintentionally violate compliance rules. By structuring your tax plan properly, you can protect profits, reduce risk, and scale your operations with confidence. This service is ideal for business owners expanding into the U.S. or Canada who want a tax strategy that minimizes risks and maximizes profitability. Secure your cross-border tax engagement today.
Cancellation Policy
Booking Requirements: A 50% deposit is required at the time of booking to confirm your engagement. The remaining 50% balance is due upon delivery of your final strategy recommendations. You will receive a welcome email with next steps and a request for initial documents within 24 hours of booking. All bookings must be made at least 5 business days in advance to allow for proper preparation. Rescheduling & Cancellation Policy: You may reschedule your strategy session with at least 48 hours’ notice via email. Deposits are non-refundable once work has commenced. If a cancellation request is made before work begins, a partial refund (minus a 15% administrative fee) may be considered. Engagement Terms: This engagement includes an initial strategy session, tax planning recommendations, and 60 days of post-implementation support. Any additional follow-up work beyond the engagement scope will be billed separately at a custom advisory rate.
Contact Details
16043603322
nicole@nicolemadaiskycpa.com
22154 88 Avenue, Langley Township, BC, Canada