Your U.S. Cross-Border Tax and Accounting Partner

Lodder CPA is a CPA-led advisory firm specializing in U.S. tax, accounting, and cross-border strategy.
‍
We work alongside attorneys, accountants, and financial professionals to ensure your clients’ U.S. structures, tax strategy, and financial operations are aligned and built for long-term success.

CROSS-BORDER COMPLEXITY

When U.S. Complexity Enters the Picture

We are typically brought in when U.S. exposure introduces complexity that requires specialized expertise.

This can happen at different stages — expansion, restructuring, or as operations grow across jurisdictions.

Entry into the U.S. market

Cross-border structuring or restructuring

U.S.-sourced revenue and tax exposure

Multi-entity, multi-state complexity

Early involvement ensures the right structure is established upfront — reducing downstream risk and avoiding costly rework.

PARTNERSHIP APPROACH

Integrated Into Your Advisory Team

We operate as the U.S. tax and accounting specialist within your advisory ecosystem.

Our role is to provide clear, actionable input and coordinate directly with you and any other professionals involved — ensuring alignment across legal, tax, and financial advisors on both sides of the border.

✔        One strategy.

✔        Clearly executed.

✔        No fragmentation across advisors.

CLIENT SUPPORT

When U.S. Complexity Enters the Picture

We support your clients across the full lifecycle of U.S. exposure — from initial planning through ongoing operations and growth.
Our work is focused on ensuring their structure, tax strategy, and reporting obligations are aligned from the start and evolve as complexity increases.

U.S. Entity Structuring & Ownership Design

Entity selection, ownership alignment, and structuring decisions that support tax efficiency and long-term plans.

Cross-Border Tax Strategy

Planning across jurisdictions, including U.S. tax exposure, treaty considerations, and how income flows between entities and owners.

U.S. Tax Filings & Reporting

Corporate and individual filings, foreign-owned entity reporting (including Forms 5472/1120), and multi-jurisdiction compliance.

Multi-State & Operational Complexity

State tax exposure, nexus considerations, and support as clients expand operations within the U.S.

Accounting Oversight & Coordination

Ensuring financial reporting aligns with tax strategy, while coordinating with internal teams or external bookkeepers.

PARTNER VALUE

A Stronger Outcome for Your Clients

Reduce Cross-Border Risk

U.S. exposure is identified early, and gaps between advisors are eliminated.

Extend Your Advisory Capability

Help clients navigate U.S. tax complexity confidently — without building internal specialization.

Deliver Complete Solutions

Clients experience a coordinated, professional advisory team across all jurisdictions.

HOW IT WORKS

What It Looks Like to Work Together

We work alongside you as your U.S. tax and cross-border specialist.You remain the primary advisor, leading the client relationship.
We support on the U.S. side ensuring the strategy is aligned, executed correctly, and coordinated across all advisors.

Align

We connect to understand the client’s situation, goals, and where U.S. complexity comes into play.

Plan

We develop a clear cross-border strategy, keeping you involved and aligned throughout.

Execute

We implement the plan and coordinate directly with you and any other advisors.

Stay Connected

We stay involved as needed, ensuring the strategy continues to support the client as things evolve.

CLIENT TESTIMONIAL

What Partners Say

"Working with Lodder CPA has been consistently excellent. Their deep expertise in U.S. international tax, especially for foreign founders, global entities, and cross-border operations, aligns perfectly with the needs we see across our banking client base. They understand the unique challenges of businesses entering or operating in the U.S., and they deliver clear, accurate guidance that helps our clients stay compliant and confident."

Travis Price
Partner

“I have used Kyle & his team for years now & have found them to be excellent for the cross border tax process. This year Fiona was my personal contact & she made the process effortless for me. I strongly recommend this firm to anyone considering them. Thanks Kyle & team.”

Spencer McGrath-Agg
Lawyer

Deliver a Stronger U.S. Strategy to Your Clients

Partner with Lodder CPA to ensure your clients have the right U.S. tax and cross-border strategy in place — while you stay focused on what you do best.

Start a Partnership Conversation