
Consultant to design tax-efficient US + Canadian business structure
Upwork
Remoto
•23 hours ago
•No application
About
About Us We are two business partners starting a high-ticket online coaching and agency company. * Partner 1: current tax residency in Minnesota with an S-Corp, currently abroad, planning to move to Florida within the next 12 months * Partner 2: Canadian citizen, currently abroad, planning to move to Florida within the next 12 months and will need the right visa Our customers will be primarily US-based. The business is 100% online, and payments will run through Whop. What We Need * Advise on the best structure (LLC, S-Corp, Canadian entity, or otherwise) for maximum tax efficiency and compliance * Guide us on international ownership issues (US + Canadian partner) * Help design a structure that also supports Matthew’s US visa and legal residency path * Keep things simple, lean, and legal while minimizing taxes as much as we possibly can Who You Are * CPA, EA, or tax attorney with hands-on experience in US-Canada cross-border business * Knows international structuring, treaties, residency issues, and how to set up small but high-cashflow online businesses * Can explain complex tax and visa options in plain language and help us choose the best path forward Engagement * Initial project: design the optimal structure from scratch, tailored to our situation * Potential for ongoing advisory as we grow * Open to hourly or fixed-fee proposals