State Bird Corp

What State Bird Corp does

State Bird Corp is a privately held, Arizona-based financial, tax, and management consulting firm founded in 2018 and headquartered in Scottsdale. The firm serves high-net-worth families, cross-border individuals (with a stated US-Canada focus), and business owners with succession planning needs, delivering outsourced family CFO services, international tax residency planning, foreign tax credit utilization, wealth transfer, and business succession advisory through bespoke consulting and management agreements.

The firm's core service stack comprises Outsourced CFO (cash management, financial planning, wealth transfer, business succession oversight), Global Cross Border Financial Consulting (tax residency, immigration integration, cross-border estate analysis), and Foreign Tax Credit Utilization (offsetting US income tax with foreign-sourced credits, including a 10-year carry-forward feature). It operates two wholly-owned subsidiaries: SBC Investment Management, LLC, an Arizona Registered Investment Advisory Firm providing discretionary money management, and SBC Investment Finance I, LLC, a special purpose vehicle created to monetize clients' foreign taxes paid. Outside counsel is provided by Abrams Law, PLLC.

Commercially, State Bird Corp is a sales-led, professional services firm with 1-10 employees, no public pricing, and quote-based engagements delivered via direct client consultation. Demand generation relies on content marketing (insights/blog), an email newsletter, and direct contact (phone, email, contact form). Revenue figures are not disclosed, and the firm has no venture or institutional funding, operating as an independent boutique with a specialized US-Canada cross-border practice.

Name

State Bird Corp

Legal name

State Bird Corp.

Website

https://statebirdcorp.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

State Bird Corp is an Arizona-based boutique financial, tax, and management consulting firm founded in 2018. It serves high-net-worth families, cross-border US-Canada individuals, and business owners with outsourced CFO, foreign tax credit utilization, and succession planning services.

Ownership category

akta.pro rank

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial and Management Consulting Services: Professional consulting fees for outsourced CFO services, cross-border financial consulting, foreign tax credit utilization, business succession planning, and international finance advisory. Services are provided through consulting and/or management agreements.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

State Bird Corp is a financial, tax, and management consulting firm that delivers outsourced CFO services, global cross-border financial consulting, foreign tax credit utilization, international tax planning, business succession planning, and international finance advisory. Services are provided through consulting and/or management agreements, primarily to high-net-worth individuals and families with cross-border (especially US-Canada) financial needs.

Product overview

State Bird Corp is a financial and management consulting firm that offers a suite of interconnected advisory services. The core offerings include Outsourced CFO services (providing family financial management, cash flow planning, wealth transfer, and business succession planning), Global Cross Border Financial Consulting (tax residency and international planning), and Foreign Tax Credit Utilization (strategies to offset income tax with foreign tax credits). SBC Investment Management provides discretionary money management, while SBC Investment Finance I, LLC serves as a special purpose vehicle for foreign tax credit optimization.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced CFO Services
• Global Cross Border Financial Consulting
• Foreign Tax Credit Utilization

Quantifiable outcome

• High marginal income tax rates can be increased; proactive planning can lock in current benefits before year-end
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Abrams Law, PLLCcoreImplementation/ SI/ Consulting PartnerAbrams Law, PLLC serves as general counsel to State Bird Corp and several State Bird Corp employees. The firm collaborates on cross-border legal and tax matters, providing legal expertise that complements State Bird's financial consulting services.
• SBC Investment Management, LLCcoreStrategic or Co-development PartnerArizona Registered Investment Advisory Firm founded by Bryant Andrus that provides discretionary money management services within financial markets. Created as part of the transition when Bryant joined State Bird Corp. State Bird Corp is the managing member of SBC Investment Finance I, LLC, a special purpose finance company created for utilizing clients' foreign taxes paid.
• Exadyn Consultants Inc.minorStrategic or Co-development PartnerClaude Ayache serves as President of Exadyn Consultants Inc., a financial management consulting firm specializing in providing financial reporting support and capital market advisory services to public and private companies since 1999.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Greenback Expat Tax Services: Specialized US expat tax preparation and advisory firm focused on Americans living abroad; overlaps with State Bird Corp on cross-border tax planning, FTC utilization, and foreign income reporting.
• Bright!Tax US Expat Tax Services: US expat tax preparation and advisory firm serving Americans overseas; competes for cross-border clients needing FTC optimization and US compliance, with comparable niche specialization.
• KeatsConnelly PLLC: Direct US-Canada cross-border financial planning and tax specialist firm; the most comparable peer given that State Bird Corp team member Claude Ayache previously served as a Senior Tax Specialist at KeatsConnelly, and both firms target the same HNW cross-border segment with similar service lines.
• 1040Abroad (now taxes for expats): US tax preparation and advisory firm specializing in US citizens and residents abroad; competes with State Bird Corp on the expat and cross-border tax advisory axis, particularly for clients with foreign-sourced income and FTC needs.

Broad incumbents

• BDO USA / BDO Canada Cross-Border Practice: Top-tier global accounting network with dedicated US-Canada cross-border tax and wealth practices serving HNW individuals and families; a scaled incumbent offering overlapping advisory services.
• BMO Wealth Management (US and Canada): Canadian bank with US wealth operations providing cross-border banking, lending, and advisory services to HNW individuals and families moving between US and Canada.
• RBC Wealth Management (US) / RBC Phillips, Hager & North (Canada): Canadian bank-affiliated wealth manager with significant US wealth operations, serving clients with cross-border US-Canada wealth, retirement, and estate planning needs; competes for HNW client wallet share.
• H&R Block Expat (and Block Advisors): National US tax preparation chain with a dedicated expat/international tax practice serving US citizens abroad and cross-border taxpayers; overlaps with State Bird Corp on FTC and cross-border filings at a more mass-market tier.
• Andersen Global (US/Canada member firms): Global tax and legal services network with US and Canadian member firms delivering cross-border wealth, tax, and advisory services; competes for higher-end HNW cross-border engagements with broader resources than a boutique.
• KPMG US/Canada Private Client / Cross-Border Tax: Big 4 cross-border private client and family office practice operating across US and Canada; targets the same HNW cross-border segment with substantially greater bench depth and brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/statebirdcorp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about State Bird Corp