Our Services
Entity formation and structuring
Launch your U.S. venture on the right foot. We evaluate tax, liability, and state-by-state implications to recommend the optimal entity – LLC, Partnership, C-Corp, or S-Corp – then either complete every filing ourselves or coordinate with a trusted specialist to do so. Throughout the process, we serve as your primary liaison, guiding each step until your business is fully compliant and ready to operate.
The Launch Package
For founders who need a clean, compliant start-
Entity-type recommendation (LLC, C-Corp, S-Corp)
-
Name availability check + single-state formation filing
-
EIN application & IRS name control confirmation
-
30-minute onboarding call to explain next steps
-
Secure client portal with document vault
The Growth Package
Adds proactive compliance and early-stage planning-
Everything in Bronze, plus:
-
Customized Operating Agreement or Bylaws
-
S-Corp election filing (if advantageous)
-
Registered-agent service – first year included
-
Personalized compliance calendar with email reminders
-
60-day post-formation strategy session (60 min)
The Scale Package
Built for multi-state sellers or investors who want a turnkey, future-proof structure-
Everything in Silver, plus:
-
Multi-state nexus evaluation (up to 10 states)
-
VDA risk scan with action plan
-
Payroll or contractor setup guidance
-
Quarterly advisory calls (4 × 45 min) with priority email response (<1 business day)
Ask about our bundle discounts starting at 11% when you engage us for multiple services!
U.S. tax compliance and planning
Beyond Borders keeps your U.S. tax house in order and your future in focus. We file, reconcile, and respond to every agency while running proactive projections on nexus, revenue shifts, and entity elections. The result: zero compliance surprises and a roadmap that minimises tax liability as your business scales across states and sales channels.
Compliance Essentials
For businesses that need rock-solid year-end filings without the extras-
Federal business income-tax return
-
One state income-tax return
-
Extension filing & payment calculation (if required)
-
Annual owner/shareholder K-1 preparation
-
IRS / state notice response (up to 1 notice)
-
Video summary of tax returns
Growth Compliance
Adds proactive planning and multi-state coverage as you expand-
Everything in Bronze, plus:
-
Income-tax returns for up to 3 states
-
Quarterly estimated-tax vouchers & payment reminders
-
Mid-year income projection with tax-savings checklist
-
S-Corp reasonable-compensation analysis (if applicable)
-
Unlimited IRS / state notice response for filed returns
-
Priority email support (24-hour response)
Strategic Partner
Full-service compliance paired with continuous, forward-looking tax strategy-
Everything in Silver, plus:
-
Income-tax filings for up to 10 states
-
Quarterly projection & planning calls (4 × 45 min)
-
Entity-election and accounting-method optimization reviews
-
Retirement-plan contribution modeling & implementation guidance
-
Transaction planning (equity draws, dividends, M&A readiness)
-
Audit support & representation for returns we prepare
-
Dedicated client portal with secure vault for your sensitive files
-
Priority communication channel (< 1 business-day turnaround)
Ask about our bundle discounts starting at 11% when you engage us for multiple services!
Voluntary Disclosure Agreements
Falling behind on state taxes doesn’t have to derail your U.S. growth. We guide you through each state’s Voluntary Disclosure Agreement program, negotiating look-back periods, reducing or eliminating penalties, and securing a clean slate. With airtight documentation and direct agency communication, you emerge compliant and ready to focus on expansion, not exposure.
Clean Slate
For those with one clear state exposure with decent books and straightforward apportionment-
Eligibility & exposure check for the state’s VDA program, including application prep and submission (anonymous, if permitted by state)
-
Look-back modeling (typ. 3–4 tax years) and interest/penalty estimate
-
Nexus memo (brief) documenting facts and recommended start date
-
Penalty relief negotiation and closing agreement execution
-
Preparation & e-filing of required state income/franchise returns for covered periods
-
Federal alignment if needed (e.g., federal return filed; state add-backs)
-
One post-clearance notice handled and a 30-minute wrap-up call
-
Secure client portal + checklist of documents we need
Multi-state
For those with up to nine state filings, apportionment challenges, and mixed footprints-
Full nexus study & exposure quantification for up to nine states
-
Extended look-back scenarios (up to six prior years) to optimize start dates
-
State-by-state strategy: which states to prioritize, sequence, and/or combine
-
Project management across all states with bi-weekly status updates
-
Anonymous filings where permitted; name disclosure timing strategy
-
Installment-payment negotiation where available
-
Apportionment & sourcing reconciliation (market-based vs. cost-of-performance, throwback/throw-out)
-
Intercompany charges review (light) to ensure consistency with state returns
-
Preparation& e-filing of all covered returns; federal tie-outs and any required statements
-
Six-month post-clearance monitoring and unlimited notice responses for covered periods
National footprint
For those with 10 or more state filings, broad exposure, or multiple entities-
Comprehensive nexus & risk assessment across all 50 states to determine the 10 you’ll pursue via VDA
-
Data reconstruction & cleanup (bank/ERP/payment processors) with audit-ready workpapers
-
Detailed apportionment study (sales, payroll, property) and industry-specific sourcing (e.g., SaaS/services)
-
Intercompany/transfer-pricing alignment with federal positions to minimize state adjustments
-
Coordination with outside counsel (if you want attorney-client privilege) for complex fact patterns
-
Sequenced VDA filings to manage cash flow and disclosure timing across jurisdictions
-
Installment arrangements & cash-planning support for large assessments
-
Preparation & e-filing of all covered state returns, plus federal amendments when required
-
Entity-structure and go-forward nexus mitigation roadmap (filing groups, P.L. 86- 272 applicability for income tax, protective “zero-tax” filings)
-
One-year post-clearance monitoring, audit-defense support for VDA-covered years, and priority response time (one day)
Ask about our bundle discounts starting at 11% when you engage us for multiple services!
Cash Flow Advisory
Cash is only useful when you can see it coming and going with absolute clarity. Leveraging the proven “Cash is Clear” framework – rolling 13-week forecasts, personalized dashboards, and what-if scenario modelling – we keep your books up-to-date and squeaky-clean first, then turn that data into forward-looking insight. Scheduled clarity calls surface hidden shortfalls, unlock trapped working capital, and pinpoint exactly when you can reinvest or take distributions without starving operations. The result is cash-flow confidence that keeps growth on track and surprises off the table.
Clarity
For business owners with $100k+ in annual revenue who need reliable books and a basic cash pulse-
In-depth onboarding to set you up for success
-
Monthly bank/credit-card reconciliations
-
Custom chart of accounts for e-commerce & service firms
-
Monthly P&L + balance-sheet reports
-
13-week cash-flow forecast refreshed quarterly
-
Unlimited email support (72-hour response time)
-
Up to two discounted strategy sessions per year
Navigator
For growing businesses making $200k-$1M/year juggling multiple states and additional complexity-
Everything in Bronze, plus:
-
Cash flow forecast updated monthly
-
Quarterly tax-estimate vouchers & reminders
-
Mid-year pricing / margin review
-
Unlimited notice response for books we maintain
-
Priority email support (<48 hours)
-
Monthly 45-minute call to answer questions and keep you on track
Fractional CFO Partner
For rapid-growth businesses making $300k-$3M/year that need ongoing guidance-
Everything in Silver, plus:
-
Rolling 13-week forecast updated weekly
-
Target-margin modeling (20-30 %) & 3-6 month reserve plan
-
Monthly KPI & cash deep-dive calls
-
Entity-structure & comp‐strategy optimization
-
Audit-ready work-paper archive in secure portal
-
<1 business-day response time
Ask about our bundle discounts starting at 11% when you engage us for multiple services!
Why Choose Us
Expertise in U.S. Income Tax
When a generalist just won’t do, count on us to provide the depth of knowledge needed to expand your business’ footprint across all 50 states!
Personal Attention with Strategic Insight
See how direct communication with your tax advisor will make all the difference.
Secure, Cloud-based Client Experience
We protect your sensitive tax data with encrypted, cloud-based systems, bank-level security, and multi-factor authentication — no unsecured emails, no paper trails, just safe, seamless compliance.
Credentials and Memberships
Client Testimonials
Questions, Answered.
Clear, practical guidance on U.S. tax compliance and planning for growing businesses and individuals.
We operate in multiple states. Do I need to file in all of them?
Maybe. Filing is triggered by nexus (employees, inventory, property, or certain economic activity) and income is allocated using apportionment formulas. During our onboarding assessment, we map your footprint, determine where filings are required, and prepare state income tax returns accordingly. If you have historical exposure, we can discuss a Voluntary Disclosure Agreement (VDA) to limit look-backs and penalties.
How do I know that I won’t have a huge tax bill in April?
If you’re unsure whether your withholdings are adequate, or whether you’ve been paying in enough quarterly, we can do a deep dive into your overall tax position and help you determine the best path forward.
Do you handle personal taxes?
Definitely! We regularly prepare income tax returns for business owners, high net worth families, and individuals whose personal income tax returns have just gotten too complicated to DIY any longer.
What about payroll, retirement, deductions, credits, etc.?
We’ve been through each of these and many others countless times before and we can walk you through each one as well. We want you to understand what you’re facing. Running a business is no small feat (and most “simple” tax returns aren’t simple anymore either), but having Beyond Borders as your trusted advisor will provide calm and clarity to help you through any storm.
What about the legal documents and similar matters that require a lawyer?
For legal-related matters, we will connect you with one of our trusted business partners (a real attorney, which we are not) who can ensure that you have the appropriate business formation documents and entity registrations to ensure your business is in compliance!