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Our Services

Advisory and preparation services with a defined scope, delivery time and fixed fee. Government fees, where applicable, are separate and paid at cost.

US Tax ConsultationTax Return Preparation & E-FilingITIN Application AssistanceBusiness Structure ConsultingCompliance AdvisoryOne-on-One Consultation Calls
Service 01

US Tax Consultation

A focused advisory session to help you understand which federal tax rules apply to you or your LLC, which forms you may need to file, and what to prepare. Suitable for first-time filers, foreign owners of US LLCs and anyone unsure where they stand.

What's included

  • 45-minute video or phone consultation
  • Review of your situation and any documents you share in advance
  • Explanation of applicable federal filing requirements and deadlines
  • Written summary of the discussion and recommended next steps by email

Who it's for

  • Non-US residents who own a US LLC
  • Entrepreneurs starting or running a US business
  • Individuals with US-source income who need clarity on filing
Service 02

Tax Return Preparation & E-Filing

We prepare your federal return from the information and documents you provide, review it with you, and file it electronically once you approve it. Where e-filing is not available for a particular form, we prepare the return for paper filing and explain how to submit it.

What's included

  • Document checklist and secure collection of your information
  • Preparation of the federal return (e.g. Form 1040, 1040-NR, 1065, or Form 5472 with pro forma 1120 for foreign-owned single-member LLCs)
  • Review call or email walkthrough before filing
  • Electronic filing (where available) and copy of the filed return with IRS acknowledgment

Who it's for

  • Individuals, including nonresident aliens with US filing requirements
  • Multi-member LLCs filing as partnerships
  • Foreign-owned single-member LLCs with information-return obligations
Service 03

ITIN Application Assistance

As an IRS Certifying Acceptance Agent (CAA), we help eligible applicants prepare Form W-7, review supporting documents, and submit the application. Where CAA rules permit, we can certify identity documents so that original passports generally do not need to be mailed to the IRS.

What's included

  • Eligibility review and guidance on the correct W-7 reason code
  • Preparation of Form W-7 and the required supporting statement or tax return
  • Review and, where permitted, certification of identity documents by a CAA
  • Submission of the application package and status guidance until the IRS responds

Who it's for

  • Non-US residents who need an ITIN for a tax return or treaty purpose
  • Foreign owners of US LLCs required to file with the IRS
  • Spouses and dependents of US taxpayers who are not eligible for an SSN
Service 04

Business Structure Consulting

We walk through the practical differences between US entity types and state options, and how each choice affects your filing obligations. You leave with a written recommendation and a step-by-step setup plan you can carry out yourself or with our help.

What's included

  • 60-minute strategy consultation
  • Comparison of relevant options (e.g. single-member LLC, multi-member LLC, corporation) and state considerations
  • Overview of federal filing obligations for each option
  • Written recommendation and setup checklist (EIN, registered agent, operating agreement, banking preparation)

Who it's for

  • Founders deciding how to structure a new US business
  • Non-US residents planning to form a US company
  • Existing owners considering a change in structure
Service 05

Compliance Advisory

We review your entity's current status and build a personalised compliance calendar covering federal and state obligations such as annual reports, information returns and registered agent requirements. This is a one-time engagement, not a subscription; you can repeat it each year if useful.

What's included

  • Review of your entity details and past filings you provide
  • Personalised compliance calendar for the next 12 months
  • Identification of missed or upcoming filings and how to address them
  • 30-minute call to walk through findings and answer questions

Who it's for

  • US LLC owners, especially those living outside the US
  • Business owners who want a clear filing schedule
  • Anyone who has fallen behind and needs a plan to catch up
Service 06

One-on-One Consultation Calls

A flexible option when you have specific questions or need a second opinion. Sessions are held by video or phone with the founder. You may share documents in advance so the time is used efficiently.

What's included

  • Private video or phone session
  • Advance review of documents you share (within the booked time)
  • Direct answers and practical next steps
  • Short follow-up email with key points

Who it's for

  • Clients with specific questions that do not need a full engagement
  • Business owners who want a second opinion
  • Professionals seeking guidance on a client situation
Next Step

Not sure which service you need?

Start with a consultation call. We'll recommend the right next step for your situation.

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