United StatesAccounting, tax and tax strategy.
You opened a U.S. entity and you are not sure what you owe, or what it costs you not to file.
We operate from Houston with our own team. We serve both companies established in the country and foreign owners who need to comply without living there.
Compliance for foreign owners
What costs the most to ignore.
Mandatory for every single-member LLC with a foreign owner. Failure to file carries an automatic $25,000 penalty per year.
LLC or Corporation formation, EIN without a Social Security number, banking structure and determination of the applicable tax treatment.
Handling of Form W-7 to obtain a taxpayer identification number without an SSN, including document certification and IRS follow-up.
Forms W-8BEN, W-8BEN-E and 1042-S, and determination of withholding rates on international payments.
Accounting
The monthly operation, clean and current.
Transaction recording, bank and credit card reconciliations, categorization, monthly close and delivery of financial statements.
Reconstruction of records 6 to 24 months behind. Quoted per project based on volume and months outstanding.
Close oversight, accounting policy and internal control definition, and monthly management reporting with variance analysis.
Payroll processing, withholding calculation and filing, Forms 941, 940 and W-2, and state agency registration.
Tax
Federal, state and corporate.
Form 1040 with applicable schedules: Schedule C, Schedule E and Schedule D.
Federal and state entity returns: 1120, 1120-S and 1065, including K-1s.
Forms 4868 and 7004, and federal and state estimated payments to avoid underpayment penalties.
Form W-9 collection and validation, preparation and filing of 1099-NEC and 1099-MISC, and distribution to contractors.
Response to letters and notices, audits, payment plans and tax debt resolution.
Strategy and financial leadership
When compliance is no longer enough.
Forward-looking planning: entity selection, S-Corp election, reasonable owner compensation, QBI deduction, accelerated depreciation and retirement strategies.
Outsourced financial leadership: annual budget, projections, modeling, cash flow management, KPIs and support in capital raising or bank financing.
Management reporting package with dashboards, budget vs. actual, margins by business line and cash flow projections.
Implementation or migration to QuickBooks Online, Xero, Bill.com or Gusto, with chart of accounts, integrations and training.
Tell us what you aretrying to solve.
Write to us with your situation and we will reply with a concrete read on what applies in each country.