CLIENT SUCCESS STORY

Helping an International Business Owner Save Tens of Thousands in Tax Every Year

How Lodder CPA helped Dr. Brad Stanfield optimize a complex cross-border business structure, uncover significant tax savings, and create a stronger foundation for long-term growth.

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Dr. Brad Stanfield

Family Medicine Doctor, Content Creator & Business Owner

I first approached Lodder CPA because I needed someone who could understand the whole ecosystem rather than just file a return. And right from the early calls, what stood out was how quickly they grasped the different revenue streams and identified where money was being lost. They sorted out compliance straight away, but the real transformation has been the tax strategy.

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My business is registered in the USA while I live in New Zealand, so getting the cross-border structure right was critical. They put everything on solid footing, and we’re now saving tens of thousands of dollars each year. That’s taken a huge weight off me and lets me focus on running and growing the business instead of worrying about tax rules.

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If another business owner asked me about Lodder CPA, I’d say that if you want a team that’s proactive, clear, and genuinely improves your bottom line, they’re it. It’s honestly been one of the most valuable professional relationships I’ve built.

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Dr. Brad Stanfield

Family Medicine Doctor, Content Creator & Business Owner

THE CHALLENGE

Growth Created Complexity

As Dr. Brad's business expanded across multiple revenue streams, managing tax obligations became increasingly complicated. With a U.S.-registered business while living in New Zealand, he faced growing cross-border tax considerations, compliance concerns, and uncertainty around whether opportunities were being missed. More than tax preparation, he needed a strategic advisor who could understand the entire business ecosystem and create a plan that supported long-term growth.

Multiple business revenue streams
U.S. business ownership while living abroad
Cross-border tax complexity
Concerns about missed deductions
Lack of proactive tax planning
Time spent worrying about compliance

HOW WE HELPED

Building a More Strategic Tax Foundation

How Lodder CPA helped Dr. Brad Stanfield optimize a complex cross-border business structure, uncover significant tax savings, and create a stronger foundation for long-term growth.

Understanding the Full Business Ecosystem

Reviewed multiple revenue streams, ownership structure, and cross-border considerations to identify inefficiencies and opportunities.

Resolving Compliance Concerns

Addressed immediate compliance issues and ensured the business was operating from a stronger foundation.

Implementing Proactive Tax Strategy

Developed a cross-border tax strategy designed to improve efficiency, reduce unnecessary tax costs, and support future growth.

THE OUTCOME

Greater Savings. Greater Confidence. Greater Focus.

Significant Annual Tax Savings

Implemented tax strategies that now save tens of thousands of dollars each year.

Improved Tax Efficiency

Created a stronger cross-border structure aligned with both U.S. and New Zealand considerations.

Confidence in Compliance

Reduced uncertainty and ensured tax matters were being handled properly.

Ready to Expand with Confidence?

Whether you're entering the U.S. market for the first time or looking to improve the efficiency of an existing cross-border operation, our team can help you navigate the complexities and build the right foundation for growth.

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