Complex Tax Advisory

When you’re raising capital and need to get your books, entity structure, and tax positions investor-ready.

Entity restructuring and clean-up (LLC → C-Corp, HoldCo layering)

Tax modeling for equity issuance, capitalization tables, founder compensation

Bookkeeping cleanup & GAAP / IFRS–ready financials

Investor-facing financial package: projections, tax memos, diligence support

Typical engagement size:

$5,000 – $9,000

When you’re entering new markets and need to avoid double taxation, transfer pricing issues, and foreign reporting risks.

Optimal cross-jurisdictional structure (U.S. / Canada / UAE / Cayman / BVI)

Treaty-based planning, intercompany documentation & transfer pricing policies

Foreign reporting compliance (FBAR, FATCA, T1135, etc.)

Flow-of-funds mapping, withholding optimization, and local tax liaison

Typical engagement size:

$5,000 – $9,000

When you’re launching a token or protocol and need the right structure, tax treatment, and treasury accounting in place.

Token classification analysis (utility vs security vs hybrid)

Market maker / listing guidance, launch capital structure

Foundation / DAO structuring (Cayman, BVI, UAE, Delaware non-profit)

Tax treatment for airdrops, staking, vesting, yields, token repatriation

Treasury accounting, proof-of-reserves prep, and assurance design

Typical engagement size:

$7,500 – $20,000

When you’re facing an audit—or want assurance ahead of investor or regulator scrutiny.

Full audit defense & direct representation with IRS / CRA

Audit readiness package (reconciliations, schedules, responses, footnotes)

Advisory on high-risk subjects (crypto, R&D, transfer pricing)

Ongoing retainer for 12-month audit assurance

Typical engagement size:

$3,500 – $10,000

Navigate High-Stakes Tax Mandates with Confidence