Cross-Border Tax Strategy

a digital map showing worldwide connections

Most cross-border tax problems start long before the tax return:

Expanding into the U.S. without restructuring
Multiple entities with no transfer pricing framework
Missing disclosures (5472, 926, etc.)
Profit sitting in the wrong jurisdiction
Conflicting advice across countries

By the time these issues show up, they’re expensive to fix.

We design the structure before problems compound.

We are not a traditional accounting firm.
We specialize in cross-border tax strategy for founders operating across jurisdictions.

How We Work

Step 1: Cross-Border Tax Strategy

Every engagement begins here.

Investment: $15,000 – $25,000
Rapid Diagnostic: $2,500 to start (credited once fully engaged)

We analyze your full situation across countries and design a structure that aligns with how your business actually operates.

This includes:

Entity structure across jurisdictions
Tax residency analysis
Profit allocation / transfer pricing framework (high-level)
Identification of compliance risks (e.g. 5472, 926, etc.)
12–24 month tax optimization roadmap

You leave with a clear plan for how your global structure should work.

Step 2: Implementation

Once the strategy is defined, we coordinate execution with our specialist network.

Projects are scoped separately depending on complexity.

Examples:

Transfer pricing studies: $25K – $80K
International restructuring: $15K – $40K
Compliance cleanup (prior filings, disclosures): $5K – $15K

We work with trusted international tax specialists, legal counsel, and compliance teams to implement your structure correctly.

Step 3: Ongoing Advisory

For clients who want continued support as they grow.

Investment: $2,000 – $8,000/month

We provide:

Ongoing tax planning
Transaction and expansion guidance
Coordination with international tax specialists
Oversight of global compliance

All advisory is delivered through structured sessions to ensure clarity and focus.

Client Example

A Canadian entrepreneur came to us after expanding his business into US.

They had:

A Canadian company (with favorable tax treatment)
A newly formed U.S. entity in Texas
The same customers being served across both countries

Management team is in Canada.

On the surface, everything looked fine.

But a deeper review uncovered several issues:

Missing U.S. disclosures that could trigger significant penalties
No clear profit allocation between the two entities, owner moves cash around as needed
Risk of inefficient tax treatment across both countries

We started by designing a cross-border tax strategy, including:

Filing elections to reduce U.S. tax exposure
Identifying and correcting prior compliance gaps
Establishing a defensible framework for how profits should be allocated

We then worked with a transfer pricing specialist to ensure the structure could hold under scrutiny.

The result wasn’t just compliance.

It was a clear, defensible structure across both countries, with a plan for how the business should operate going forward.

What We Don’t Do

We are not a traditional accounting firm.

We do not take on engagements that are purely:

Bookkeeping
Basic tax preparation
One-off compliance filings

Our work is focused on strategy, structure, and long-term planning.

Who We Work With

We specialize in:

Founders operating across multiple countries
U.S. + foreign entity structures
Service and digital businesses ($1M – $20M revenue)
Entrepreneurs navigating expansion, relocation, or exit

Why This Approach Works

Most cross-border tax issues don’t come from aggressive planning.

They come from structures that were never designed properly in the first place.

By starting with strategy, we help you avoid:

Double taxation
Misallocated profits
Penalties from missed disclosures
Inefficient entity structures

Next Step

If you’re operating across borders and want clarity on your tax structure, schedule a consultation with Freedomfolio. We’ll determine whether a cross-border strategy engagement makes sense for your situation.

Freedomfolio is here to help you navigate the complexities of achieving your dreams on a global scale.