TYM Business Consulting delivers cross-border tax strategy and compliance designed for companies that operate, earn income, or hold assets in both the United States and Canada. Our work is grounded in the Internal Revenue Code, U.S. state tax codes, and Canada’s Income Tax Act, ensuring that every filing, calculation, and structural decision aligns with the governing tax provisions in both jurisdictions.
We start by examining how your business operates across borders: how revenue is earned, where expenses are incurred, how funds move between entities, and how each component is treated under the relevant tax codes. This includes reviewing your existing structure for alignment with tax residency rules, permanent establishment thresholds, withholding requirements, treaty provisions, and cross-border reporting obligations.
From there, we identify opportunities to reduce taxable exposure through timing strategies, allowable deductions, and available incentives. This includes detailed evaluation of R&D credits, Section 179 expensing, bonus depreciation, manufacturing incentives, flow-through benefits, and capital cost allowance rules. Every assessment is tied directly to the applicable code section, ensuring that the planning is accurate, defensible, and fully compliant.
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TYM Business Consulting delivers tax compliance built on accuracy, code-based reporting, and complete documentation. Every filing submitted to the IRS, state departments of revenue, or the CRA is fully supported with source documentation and reconciled to your accounting records.
We prepare federal, state, and local income tax returns by reconciling all reported amounts to the general ledger, trial balance, bank records, payroll reports, and supporting schedules. Each deduction, credit, and adjustment is backed by source documentation and tied to the applicable Internal Revenue Code or state statute.
We manage payroll tax filings, sales and use tax reports, franchise and excise tax obligations, and all multi-state requirements. This includes verifying taxable activity, reconciling filings with accounting records, reviewing classifications, and ensuring that each jurisdiction receives accurate, consistent data. When tax authorities issue notices, raise discrepancies, or request information, we handle the entire process. We assemble supporting documents, reconcile questioned items, prepare response packages, and communicate directly with the IRS and state representatives. The CPA reviews all submissions and responses before release.
Our compliance work also includes organizing and maintaining the documentation needed to support audit-level scrutiny. This includes depreciation support, apportionment calculations, nexus assessments, payroll records, sales tax exemption files, statutory support for credits, and reconciliation of all tax-sensitive accounts.
Deliverables
Essential accounting for small businesses with clean books and monthly reports
2 Financial Accounts
Up to 100 Monthly Transactions
Transaction Categorization Review
Monthly Financial Statements
Advanced bookkeeping, built for growing companies with more transaction volume
Up to 4 Financial Accounts
Up to 300 Monthly Transactions
Full-Cycle Bookkeeping Service
AR/AP Processing (up to 50/month)
Premium Email & Phone Support
Full-service accounting for scaling businesses, with AR/AP oversight and dedicated support
Up to 6 Financial Accounts
Up to 500 Monthly Transactions
AR/AP Processing (up to 100/month)
Monthly Cash Flow Forecast
Dedicated Bookkeeping Specialist
Cross-border operations introduce complex reporting, residency, withholding, and profit-allocation obligations under both the Internal Revenue Code and Canada’s Income Tax Act. TYM Business Consulting provides coordinated U.S.-Canada tax planning to ensure accurate reporting, eliminate duplication, and support efficient cross-border operations.
Our cross-border CPAs align filings between the IRS and CRA so income is recognized correctly in both jurisdictions and not taxed twice. We evaluate tax residency rules, treaty positions, permanent-establishment exposure, and intercompany arrangements to ensure all positions are defensible and consistent across both tax systems.
We standardize transfer-pricing documentation, intercompany agreements, and allocation methodologies to maintain compliance while supporting operational requirements. All filings are reconciled across both jurisdictions and supported by consolidated workpapers, ensuring consistency in reported income, deductions, and cross-border transactions. We also advise on cross-border cash movements, repatriation strategies, withholding tax exposure, and the tax treatment of intercompany payments to improve after-tax cash flow and minimize friction between entities.
Deliverables
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When companies raise capital, reorganize ownership, or complete a merger or acquisition, their tax requirements change and must be handled with precision. TYM Business Consulting provides tax planning that supports these events with accurate modeling, compliant elections, and complete documentation.
We advise on entity restructuring, equity design, and capital-gain planning to position owners for favorable tax outcomes. Our CPAs work directly with legal counsel, M&A advisors, and corporate finance teams to efficiently structure transactions, including the treatment of stock options, vesting schedules, convertible instruments, partnership distributions, and other equity mechanisms.
During mergers, acquisitions, or capital raises, we conduct tax due diligence, validate elections, assess historical compliance, and prepare the tax documentation required for quality-of-earnings reviews and investor verification. After closing, we establish clear compliance calendars, reporting processes, and election requirements to prevent missed filings and ensure accurate integration.
Deliverables
State and local tax rules differ across every jurisdiction, and franchise, excise, sales, and use taxes are enforced independently by each state. For companies operating remotely, shipping across state lines, or hiring out-of-state staff, these variations create real compliance exposure. TYM Business Consulting provides SALT management that is grounded in statutory thresholds, nexus rules, and precise reporting requirements.
We determine where your business has economic, physical, marketplace, or payroll nexus and confirm the exact filing obligations for each state. Our CPAs verify registration requirements, monitor threshold changes, and ensure that reconciled transaction data and proper documentation support each return. We also review each state’s credit, exemption, and incentive programs to ensure you are not over-remitting taxes and that all allowable reductions are applied correctly.
For companies expanding into new states, we build a staged registration and compliance plan that aligns with actual activity levels. This prevents early or unnecessary registrations, avoids late filings, and ensures the organization meets all statutory requirements without over-reporting.
Deliverables
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Accurate compliance requires complete, verifiable, and well-organized documentation. TYM Business Consulting builds recordkeeping systems that align tax filings with accounting data, so every deduction, credit, and adjustment is supported by clear source documentation.
We prepare detailed support files for all tax-sensitive accounts, maintain CPA review notes for each reporting period, and log adjustments through controlled audit records. Each file is tied directly to the general ledger, bank activity, payroll data, invoices, and other underlying documents to ensure consistency and accuracy across reporting periods.
We also implement digital indexing for source documents, version control for reconciliations, and defined documentation protocols that keep records consistent and easy to review. These processes reduce review time, strengthen accuracy, and streamline responses during IRS and state audits.
Deliverables
Each engagement begins with a discovery review of your tax position, entity structure, reporting systems, and filing requirements. This allows us to confirm your current obligations, identify inconsistencies, and establish the technical baseline for ongoing work.
Within 30-60 days, we complete a full mapping of risks, savings opportunities, and jurisdiction-specific requirements. From this analysis, we develop a tax strategy aligned with your cash-flow cycle and create a detailed compliance calendar covering all federal, state, and cross-border filings. Quarterly CPA reviews are included to ensure timely adjustments and prevent year-end issues.
Engagements are delivered through fixed monthly or quarterly retainers based on the number of entities, jurisdictions, and the depth of CPA involvement required. This structure provides predictable costs and consistent access to senior-level tax advisory.
For clients needing broader financial oversight, our Fractional CFO and Accounting & Bookkeeping teams integrate with the tax function to ensure all financial reporting, reconciliations, and tax positions remain aligned and supported.
All work is directed by licensed CPAs with U.S. and Canadian tax experience. A CPA reviews every filing, election, adjustment, and position to ensure it aligns with the Internal Revenue Code, state statutes, and the Canada Income Tax Act. Clients receive senior-level interpretation, not junior preparer output.
Quarterly reviews include updated projections, estimated payments, credit analysis, depreciation adjustments, and state-level exposure checks. This ensures tax positions stay accurate as revenue, payroll, and intercompany transactions change—eliminating year-end corrections and unexpected liabilities.
For clients operating in both countries, we reconcile IRS and CRA filings to ensure income is recognized consistently in both jurisdictions. This includes residency evaluation, treaty application, withholding analysis, and transfer pricing documentation, thereby preventing duplicate taxation and misaligned reporting between related entities.
All positions are supported with complete support files: ledger-tied schedules, statutory references for deductions and credits, source-document indexing, reconciliation logs, and CPA review notes. This structure reduces audit time, eliminates back-and-forth, and provides clear justification for every reported item.
Clients regularly achieve lower effective tax rates, improved capital gains outcomes, the removal of historical filing errors, and the elimination of audit adjustments. Most engagements achieve measurable improvements within one fiscal year due to consistent CPA oversight and corrected reporting practices.
Whether you're a startup, an established business, or somewhere in between, we understand that every situation is unique. Let’s explore tailored packages or custom services that align with your goals and budget.
