U.S. Expansion Strategy for

International Businesses

Expand into the U.S. with a clear tax plan, the right entity setup, and ongoing support built for long-term growth.

Expanding into the United States creates significant opportunity for international businesses across Canada, Mexico, UK, Europe, Australia, New Zealand, and beyond. It also introduces complex tax rules, reporting requirements, and cross-border considerations that can impact your profitability and ability to scale.

We help you plan and execute your U.S. expansion with a coordinated approach that aligns your entity setup, tax strategy, and ongoing compliance so your business is positioned for sustainable growth.

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COMMON CHALLENGES

Where U.S. Expansion Goes Wrong

Many international businesses enter the U.S. with strong products and clear growth goals, but without a fully aligned approach to tax, compliance, and cross-border operations.

As the business grows, issues begin to surface that could have been avoided with the right planning from the start.

Without the right support in place, businesses often experience:

We help you navigate these challenges by aligning your tax planning, accounting, U.S. setup, and ongoing support from the beginning and continuing to guide you as your business evolves.

Entity Exposure

Entity setups that create unnecessary tax exposure and compliance risk.

Double Taxation

Tax exposure across multiple jurisdictions due to uncoordinated structuring.

U.S. Compliance

Unexpected U.S. filing and reporting obligations as operations expand.

Multi-State Tax Complexity

Multi-state tax challenges and growing compliance requirements across jurisdictions.

Late Restructuring

The need to restructure after growth and expansion are already underway.

OUR APPROACH

How We Support Your U.S. Expansion

A successful U.S. expansion requires alignment across your tax strategy, entity setup, compliance obligations, and long-term business goals. We guide you through each of these areas with a coordinated, practical approach.

Entity Setup & Structural Planning

We help determine the right U.S. entity setup based on your ownership, business model, and long-term plans. This includes evaluating subsidiaries, entity structures, and how your U.S. operations connect to your global business.

Cross-Border Tax Planning

We design a tax strategy that considers both U.S. rules and your home-country obligations. This includes planning around tax treaties, profit allocation, and how money moves between entities.

Compliance & Ongoing Support

We ensure your business meets all U.S. tax and reporting requirements while providing ongoing guidance as your operations grow. This includes federal and state filings, foreign-owned entity reporting, and continuous advisory support.

COORDINATED ADVISORY

A Coordinated Approach Across Your Entire Advisory Team

Expanding into the U.S. often involves multiple advisors across different countries, including accountants, legal counsel, and financial partners. Without coordination, decisions made in one area can create unintended consequences in another.

We work alongside your existing advisors and connect you with trusted specialists when needed, ensuring your tax strategy, entity setup, and financial decisions are aligned across jurisdictions.

This coordinated approach allows you to move forward with clarity and confidence, knowing your expansion is supported from every angle.

EXPANSION PROCESS

Your U.S. Expansion Roadmapping

We support your expansion as a continuous process, from initial planning through ongoing growth and optimization.

Clarity Before You Enter

We start by understanding your business, your ownership, and your plans for the U.S. market. From there, we identify the most effective way to enter and operate in the U.S. based on your specific situation.

Confident U.S. Setup

We design and implement the right entity setup and tax approach so your U.S. operations start on solid ground.

Smooth Implementation

We coordinate filings, registrations, and reporting requirements so your business is fully compliant from day one.

Ongoing Growth & Optimization

As your business grows, we continue to refine your tax strategy, support your operations, and help you scale with confidence.

CLIENT TESTIMONIAL

Trusted By International Businesses Expanding into the U.S.

“As we expanded into the U.S., Lodder CPA helped us navigate cross-border questions and quickly get Pros Pick USA up and running. In our first year, we’ve seen greater efficiency in sales, shipping, and tax strategy, resulting in increased revenue.”

Rod Dykstra
Co-owner, Pro’s Pick

LONG-TERM SUPPORT

Support at Every Stage of Your U.S. Expansion

Whether you are exploring the U.S. market or scaling an established operation, we provide the level of support you need to move forward with confidence.

GROWTH

For businesses operating and scaling in the U.S.

We provide ongoing tax planning, multi-entity support, and coordination across your advisors to ensure your structure continues to support growth as your business evolves.

Everything in Growth, plus:

Implementation roadmap and launch support
Comprehensive cross-border tax strategy and structure design
Ongoing coordination across all relevant U.S. and foreign professionals, including legal, immigration, tax, banking, lending, HR, recruiting, payroll, international trade, and go-to-market advisors
Proactive planning to reduce unnecessary U.S. tax exposure

Best suited for established companies in their home country that require expert, guided U.S. cross-border implementation to expand, scale, and navigate complexities efficiently and professionally.

FOUNDATION

For businesses actively entering the U.S. market.

We work with you to design and implement your U.S. entity setup, align your tax strategy across jurisdictions, and establish the necessary compliance framework.

Everything in Foundation, plus:

Cross-border tax strategy and structure design
Coordination with cross-border business attorney for legal entity formation
Obtain EIN (Tax ID) and register with relevant state tax authorities (as applicable)
Ensure a tax-efficient structure is in place to operate in the U.S

Best suited for companies ready to launch or formalize their U.S. operations.

BASIC

For businesses in the early stages of U.S. expansion.

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You gain clarity on how U.S. tax rules apply to your business, what risks to avoid, and how to approach your expansion with the right structure from the start.

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Cross-border tax strategy and structure advisory
Review of your current situation and expansion objectives
Advisory support during the planning phase

Best suited for companies evaluating entry or preparing for their first steps into the U.S.

TALK TO OUR EXPANSION TEAM

Frequently Asked Questions About Expanding into the U.S.

Do I need a U.S. entity to sell into the United States?

Not always. It depends on how you operate, whether you have a physical presence, and your long-term plans. In many cases, creating a U.S. entity improves tax efficiency and simplifies operations, but it should be evaluated carefully.

What taxes will my business pay in the U.S.?

This depends on your structure and activities. Businesses may be subject to federal and state income tax, as well as withholding taxes on certain cross-border payments. Proper planning helps minimize unnecessary tax exposure.

What is a foreign-owned U.S. entity?

A foreign-owned U.S. entity is a U.S. business with at least 25 percent foreign ownership. These entities have specific IRS reporting requirements, including forms such as 5472 and 1120.

Will I be taxed in both the U.S. and my home country?

It depends on your structure, how profits are allocated, and applicable tax treaties. With proper planning, double taxation can often be reduced or avoided.

What filings are required when expanding into the U.S.?

Most businesses will need to file federal tax returns and may also have state filing obligations. Foreign-owned entities often have additional reporting requirements. These vary based on structure and operations.

Can you help coordinate with my accountant or lawyer?

Yes. We regularly work alongside other advisors to ensure your expansion strategy is aligned across all areas of your business.

Expand into the U.S. with Confidence

Whether you are planning your entry into the United States or already operating and looking to scale, having the right tax strategy and support in place makes a meaningful difference.
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We work with you to align your U.S. operations with your broader business goals and provide ongoing guidance as your needs evolve.

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