< Back to IRS

Omar Hassan

Has anyone used CrossBorder Solutions for transfer pricing work? Looking for actual client reviews

My business is currently shopping around for transfer pricing services, and CrossBorder Solutions is one of the firms we're considering. They've given us a pretty competitive quote compared to other providers, and their promise of unlimited service is really appealing to us. The problem is, I can't seem to find ANY reviews from actual clients who've used them. I've looked everywhere online and all I can find are employee reviews and feedback from potential customers who went through their sales process. Not a single review from a real client who's actually used their transfer pricing services. We're a mid-sized company with operations in 4 countries, and getting our transfer pricing documentation right is becoming more critical as we grow. Before we commit to CrossBorder Solutions, I'd really appreciate hearing from anyone who has firsthand experience working with them. What was the quality of their work? Did they deliver on their unlimited service promise? Any pros and cons you can share? I feel like I'm taking a shot in the dark here since I can't find any client testimonials anywhere ¯\_(ツ)_/¯

I've worked with several transfer pricing providers during my career in international tax, and while I haven't personally used CrossBorder Solutions, I can offer some perspective on evaluating these services. The unlimited service model can be very valuable if you have complex transfer pricing needs that require ongoing adjustments, but it's important to clarify exactly what "unlimited" means. Some firms limit the scope of what's included or have different tiers of responsiveness. For transfer pricing work, I'd recommend focusing on three key factors: their expertise in your specific industry, their experience with the particular countries you operate in, and their technical capabilities (especially if they're promoting automation or AI solutions). Since client reviews are scarce, another approach is to ask CrossBorder Solutions to provide reference clients similar to your business. Most reputable firms should be willing to connect you with existing clients if they're serious about winning your business. Also consider checking if they have any published success stories or case studies, even if they don't name specific clients. These can give you insight into their approach and expertise.

0 coins

Thank you for this thoughtful response! I didn't think to ask them directly for reference clients - that's a great suggestion. We're in the manufacturing sector with operations in the US, Mexico, Canada and recently expanded to Malaysia, so finding someone with experience in those jurisdictions would be ideal. They did mention they use some kind of AI/automation in their process which supposedly makes it more efficient. Have you found that the more tech-focused providers actually deliver better results, or is it mostly marketing hype?

0 coins

The AI/automation component can definitely add value, especially for data-heavy analysis and documentation preparation. The best providers use technology to handle the repetitive tasks while their experts focus on strategy and risk areas. This hybrid approach often delivers better results than purely manual methods. For your specific country mix, the Malaysia expansion adds complexity since the Asia-Pacific region has been implementing more stringent transfer pricing requirements. Make sure whoever you select has specific experience there, not just general international expertise.

0 coins

I started using https://taxr.ai for all our international tax documentation review last year after struggling with inconsistent advice from different consulting firms. What I love about them is they can analyze your existing transfer pricing documentation and identify potential red flags or areas that might trigger an audit. They helped our company identify several issues in our previous transfer pricing study that our former provider missed completely. The platform uses AI to scan documentation against current regulations in multiple jurisdictions, which was super helpful when we expanded operations to Europe. Their document review service might be worth looking into before you commit to a full-service provider like CrossBorder - could help you understand what to look for in their proposals.

0 coins

How accurate is the AI analysis? I'm always skeptical about AI tools for specialized tax work since regulations vary so much by country and change frequently. Does it just flag general issues or provide specific guidance for different jurisdictions?

0 coins

I've heard of taxr.ai but wasn't sure if it was legit or just another fancy tech solution that doesn't deliver real value. Do they actually have tax experts reviewing the AI output or is it completely automated? And do they work with companies of all sizes or just enterprise-level businesses?

0 coins

The AI analysis has been surprisingly accurate in my experience. It's trained on tax regulations from multiple countries and gets regular updates when laws change. It flags both general issues and jurisdiction-specific concerns, like identifying when certain transaction types need additional documentation in specific countries. They have a team of international tax experts who review the AI findings before delivering the final analysis. This human oversight helps contextualize the automated findings and adds strategic recommendations. They work with businesses of all sizes - we're a relatively small company with about $50M in annual revenue, and they've been very attentive to our needs.

0 coins

Just wanted to follow up and say I tried https://taxr.ai after seeing it mentioned here. We uploaded our draft transfer pricing documentation for review before finalizing with our provider, and it was incredibly helpful! The system flagged several inconsistencies in how we were documenting intercompany service charges that might have caused problems during an audit. Their analysis gave us specific talking points to discuss with our transfer pricing provider to improve our documentation. What impressed me most was how quickly they processed everything - we had comprehensive feedback within 48 hours. Definitely worth checking out if you're evaluating transfer pricing work.

0 coins

If you're struggling to connect with the IRS or foreign tax authorities about transfer pricing requirements, I found https://claimyr.com to be incredibly helpful. I spent weeks trying to reach someone at the IRS about a specific transfer pricing question related to our Canadian subsidiary, and kept getting stuck in phone limbo. Claimyr got me connected to an actual IRS representative in under 15 minutes when I had been trying unsuccessfully for days on my own. They basically hold your place in the phone queue and call you when they reach a human. You can see how it works here: https://youtu.be/_kiP6q8DX5c This was especially useful for clarifying some of the documentation requirements that weren't clearly explained on the IRS website. Might be helpful if you need to confirm any specific requirements for your situation before committing to a provider.

0 coins

Wait, how does this actually work? Do they somehow have a special line to the IRS? I'm confused about how a third party can get you to the front of the queue when the rest of us are stuck on hold for hours.

0 coins

I'm super skeptical about this. Sounds too good to be true. If they could really get people through to the IRS quickly, wouldn't everyone be using it? And how do they make money? The IRS doesn't charge for calls so I'm guessing this service isn't free...

0 coins

They don't have a special line to the IRS - they use automated technology to navigate the phone tree and wait on hold for you. Basically their system calls the IRS, goes through all the prompts, waits in the queue, and then when they reach a human, they call you and connect you to that representative. It's completely legitimate. I was skeptical too, but after spending nearly 2 hours on hold one day only to get disconnected, I was desperate enough to try it. They aren't getting you to the "front" of any queue - they're just waiting in it so you don't have to. It's particularly helpful for working professionals who can't sit around with a phone to their ear for hours during the business day.

0 coins

I was completely wrong about Claimyr and need to eat my words. After expressing skepticism here, I actually tried the service when I needed to speak with the IRS about a transfer pricing documentation issue for our German subsidiary. I was connected to an IRS international tax specialist within 25 minutes, which was incredible considering my previous attempts had all failed after 1+ hour holds. The specialist answered my specific questions about documentation requirements, which helped me evaluate the proposal from our transfer pricing consultant. The time saved was absolutely worth it, especially during our busy closing period when I couldn't afford to spend hours on hold. For anyone dealing with cross-border tax issues, being able to quickly reach the right person at the tax authority can make a huge difference.

0 coins

We looked at CrossBorder Solutions last year for our transfer pricing needs but ultimately went with a different provider. Nothing specifically wrong with them, but we found their sales process to be very aggressive and the pricing structure had some hidden costs that weren't clear upfront. What sealed the deal against them was when we asked for client references like someone suggested above - they were really hesitant to provide any. They eventually offered one, but it was for a company in a completely different industry with much simpler transfer pricing needs than ours. Take their "unlimited service" promise with a grain of salt. When we dug into the contract details, there were quite a few limitations on what was actually included in the base fee.

0 coins

This is exactly the kind of feedback I was looking for - thank you! Did they explain why they were reluctant to provide references? And what kind of limitations did you find in their "unlimited" service when you reviewed the contract?

0 coins

They claimed client confidentiality was the reason for not providing references, which is somewhat understandable in tax matters, but most firms find ways to connect potential clients while respecting privacy. When we pushed, it felt like they just didn't have many satisfied customers they could showcase. As for the "unlimited" service limitations, the base fee only covered routine updates to existing documentation. Any changes to your corporate structure, new intercompany transactions, or expanding to new jurisdictions triggered additional fees. Also, their response time guarantee only applied to "routine" questions - anything complex was subject to their availability and often took weeks to resolve.

0 coins

Has anyone used any of the Big 4 firms for transfer pricing? We're considering CrossBorder Solutions too but wondering how they compare to more established players like EY or KPMG for mid-sized companies?

0 coins

We use Deloitte for our transfer pricing work. They're definitely more expensive than boutique firms like CrossBorder, but the peace of mind is worth it for us. Their documentation has helped us successfully navigate audits in multiple countries. The big downside is that unless you're a major client, you're often working with junior staff except for the final review.

0 coins

We switched from PwC to a smaller specialized firm similar to CrossBorder and honestly haven't noticed a drop in quality. The Big 4 expertise is excellent but you pay a significant premium. The mid-tier firms often have former Big 4 partners/managers but with more reasonable pricing. The key is finding a firm with specific experience in your industry and countries of operation.

0 coins

IRS AI

Expert Assistant
Secure

Powered by Claimyr AI

T
I
+
20,095 users helped today