Books closed and taxes filed

No. Nimble & Cross prepares and files your corporate and individual returns directly. Routine filings are automated, while complex scenarios, like multi-jurisdiction restructuring or aggressive tax incentive claims, are reviewed and signed off by our in-house licensed CPAs before submission.

We are. If a mechanical error occurs, such as a miscategorized transaction, we amend the return entirely at our cost. For complex tax positions reviewed by our internal CPAs, the liability for that judgment call sits squarely with our firm and our professional liability coverage.

Yes. A messy history is our standard starting point. Before continuous daily closing begins, we execute a full cleanup engagement: rebuilding your chart of accounts, matching duplicate entries to source documents, and clearing every unreconciled gap. You start month one with perfectly clean, trustworthy data.

Traditional accountants are retroactive, they only categorize what you give them. Our system connects directly to your operational data to actively hunt for deductions. We map mixed-use expenses, flag eligible home office and travel write-offs, and apply complex depreciation rules automatically throughout the year, not just at tax time.

You are never guessing at a number. The system continuously calculates your quarterly tax liability based on your real-time profit, not last year’s return. We generate and file the exact estimated payment vouchers, whether that is Form 1040-ES for personal estimates or a provincial installment requirement, so you never face an underpayment penalty or a surprise balance due at filing time.

Intercompany transactions, like IP licensing fees or cost-sharing, are booked on both ledgers simultaneously so they never drift apart. We automatically prepare the required foreign ownership disclosures (like Form 5472 or T106) and maintain the transfer pricing documentation that justifies your intercompany rates.

The system tracks your cumulative revenue and transaction count per jurisdiction against specific economic nexus thresholds. The moment you cross a threshold (e.g., $100,000 in a specific US state or VAT territory), we automatically register your entity and begin collecting and remitting the tax so you never fall out of compliance.

Because your multi-currency balances sit natively in Nimble & Cross accounts, every settlement date and rate is captured automatically. The system tracks the distinction between realized gains and translation adjustments transaction by transaction, ensuring the numbers on your tax return perfectly match your bank records under audit.

We handle it. Because every transaction in our system is already permanently linked to its source receipt, your audit-ready trail exists before the letter arrives. One of our in-house licensed professionals represents you directly before the revenue agency, so you don’t have to scramble to reconstruct your records or hire outside counsel.

No. The system integrates with your email and workspace tools to hunt down invoices and receipts automatically. When you swipe a Nimble & Cross corporate card, the transaction is instantly matched to the exact receipt and permanently logged in the ledger without your intervention.

Yes. Business and personal taxes are inherently linked for founders, freelancers, and creators. We optimize your corporate structure, managing how you pay yourself via dividends or salary, and file your personal returns to ensure your overall tax liability is minimized across the board.