Consultant to design tax-efficient US + Canadian business structure

Consultant to design tax-efficient US + Canadian business structure

Consultant to design tax-efficient US + Canadian business structure

Upwork

Upwork

Remote

6 hours ago

No application

About

Overview We are two founders preparing to launch an online coaching and agency business. Our operations will be fully digital, with U.S. clients as our main audience. Partner Backgrounds Partner 1: Currently abroad, tax residency in Minnesota with an existing S-Corp, relocating to Florida within 12 months Partner 2: Canadian citizen, also abroad, planning to relocate to Florida within the same timeframe and requiring a U.S. visa What We Need - Clear guidance on the best legal and tax structure (LLC, S-Corp, Canadian entity, or otherwise) - Advice on international co-ownership between a U.S. and Canadian partner - Structuring that aligns with Partner 2’s U.S. visa and long-term residency goals - A lean, compliant setup that reduces complexity and optimizes tax outcomes Who We’re Looking For - CPA, EA, or tax attorney with hands-on experience in U.S.–Canada cross-border structuring - Familiar with residency and treaty issues as they relate to small, high-margin online companies - Able to break down complex options into plain, actionable recommendations Engagement - Initial project: Design the optimal business structure from scratch - Potential for long-term advisory as we scale - Open to both hourly and fixed-fee proposals