Complex Tax Advisory

Convoy Finance provides specialized complex tax advisory services focused on high-stakes tax mandates that directly impact valuation, expansion, or compliance for founders and growing companies.

Cross-Border & International Structuring

Typical engagement $5,000-$9,000. For companies entering new markets needing to avoid double taxation, transfer pricing issues, and foreign reporting risks. Services include optimal cross-jurisdictional structure design across U.S., Canada, UAE, Cayman, and BVI. Covers treaty-based planning, intercompany documentation, transfer pricing policies, foreign reporting compliance (FBAR, FATCA, T1135), flow-of-funds mapping, withholding optimization, and local tax liaison.

Token Launch & Digital Asset Advisory

Typical engagement $7,500-$20,000. For companies launching tokens or protocols requiring proper structure, tax treatment, and treasury accounting. Services include token classification analysis (utility vs security vs hybrid), market maker and listing guidance, launch capital structure design, foundation and DAO structuring, tax treatment for airdrops, staking, vesting, yields, and token repatriation, plus treasury accounting and proof-of-reserves preparation.

IRS/CRA Audit Defense & Assurance

Typical engagement $3,500-$10,000. For companies facing audits or requiring assurance ahead of investor or regulator scrutiny. Services include full audit defense and direct representation with IRS/CRA, audit readiness packages, advisory on high-risk subjects including crypto, R&D, and transfer pricing, plus ongoing retainer options for 12-month audit assurance.

Fundraising & Investor Readiness

Typical engagement $5,000-$9,000. For companies raising capital needing investor-ready books, entity structure, and tax positions. Includes entity restructuring, tax modeling for equity issuance, bookkeeping cleanup, and investor-facing financial package preparation.