BorderlessWealth CPA

Our Process

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Free Consultation Call

This is a discovery call where we discuss your current cross-border tax and accounting situation, needs, and objectives. This is also a chance for you to learn about us. If there is a potential for us to add value your business, we will proceed with the next step.

Gathering Information

We will also prepare a questionnaire for you to answer and request you to send us the financials, tax returns, organizational chart, projections, and other relevant information to be determined. The goal at this stage is to understand your business so that the right cross-border tax strategy is implemented.

Presentation of Findings & Proposal

If we discover there are opportunities to minimize tax, improve cash flow, and ROI, we will provide you with proposal and a fee-quote. If you want to move forward, we will formalize the engagement and execute a services agreement.

Design of Tax Plan

This is where we present the customized cross-border tax plan in detail (which may include various options and associated step plan) along with the tax implications, cash flow implications, ROI estimation, corporate/operational considerations, and other relevant matters which need to be addressed.

Implementation Assistance

Working with founders, Management, employees, and external advisors to execute the tax plan. This step would include reviewing any legal agreements from a tax perspective; advising on any intercompany accounting matters; tax registration/setup of new entities created; set-up of accounting processes for new entities; assisting with re-designing operational processes if required.

Outsourced Accounting & Tax Support

After implementation, we offer full-service Outsourced Accounting Services to provide on-going support in tax planning, tax compliance, accounting, and payroll for both Canadian and US entities.