Tax & Accounting for U.S Operations


Structured, audit-ready support for growing businesses and international subsidiaries.


We focus on structured, reliable financial operations — especially for businesses that need clean reporting, strong compliance, and ongoing support.

Bookkeeping & Monthly Accounting

  • Transaction recording and categorization
  • Bank, credit card, and loan reconciliations
  • Cleanup and organization of prior periods
  • Audit-ready documentation and workflows
  • Monthly financial reporting (P&L, Balance Sheet, Cash Flow)



Tax Preparation & Compliance

  • Individual (1040) and S-Corp owner integration
  • S-Corp (1120-S) and C-Corp (1120) tax returns
  • Multi-state tax filings and compliance
  • Foreign-owned U.S. entity reporting (1120 + 5472)
  • Nonprofit filings (Form 990)
  • Quarterly estimated tax planning
  • Annual state filings and franchise tax compliance

Payroll & Sales Tax Support

  • Payroll setup and ongoing processing
  • Employee onboarding and payroll administration
  • Payroll tax filings and compliance
  • 1099 preparation and filings
  • Sales tax setup and recurring filings

Financial Strategy & Advisory

  • Budgeting and financial forecasting
  • Lender and financial support
  • Profitability analysis and recommendations
  • S-Corp reasonable compensation planning
  • Year-end tax planning and long-term strategy

Cleanup & Catch-Up Work

  • Cleanup of disorganized or incomplete books
  • Reconstruction of prior-year accounting records
  • Bank and credit card reconciliation corrections
  • Fixing misclassifications (COGS, payroll, owner draws)
  • Preparing clean books for tax filing or audit

State & Local Compliance Support

  • Annual state filings
  • Franchise tax and business compliance filings
  • Business license registrations and renewals
  • Sales tax registrations and compliance setup
  • Registered agent coordination
  • Ongoing compliance tracking and reminders

Every engagement is structured around your operations, complexity, and compliance needs — ensuring the right level of support from day one.
We don’t use one-size-fits-all packages — everything is designed to match your business and growth stage.

⭐ 1. Business Profile


  • Entity type (LLC, S-Corp, C-Corp, foreign-owned)
  • Ownership structure (individual, multi-owner, foreign parent)

⭐ 2. Accounting Scope


  • Monthly transaction volume
  • Reporting cadence (monthly or quarterly)
  • Cleanup or catch-up requirements

⭐ 3. Payroll & Workforce


  • Number of employees (W-2)
  • Contractors (U.S. and international)
  • Payroll complexity and structure

⭐ 4. Tax & Compliance


  • Federal and state filing requirements
  • Multi-state activity and exposure
  • Foreign reporting obligations

⭐ 5. Operations & Footprint


  • Operational footprint (office, warehouse, distribution)
  • Sales tax exposure across states
  • State registrations and compliance requirements

⭐ 6. Advisory Support


  • Budgeting and financial forecasting
  • KPI reporting and performance tracking
  • Strategic tax planning
  • Ongoing advisory support
  1. Assess your current setup and risks
  2. Clean, structure, and align your financials
  3. Implement consistent monthly processes
  4. Provide ongoing compliance and advisory support


Engagements are tailored based on your operations, complexity, and compliance requirements.
Most clients fall within $700–$1,500+ per month.