Scope the filing
Identify returns, information forms, states, extensions, elections, and the records required to prepare them.
Preparation built around the facts
U.S. Tax Preparation
Federal and state return preparation, foreign-owner information reporting, and cross-border coordination with a clear record of what was filed and why.
The return is the final step—not the first.
Accurate preparation begins with entity classification, ownership, residence, activities, books, prior filings, and the jurisdictions connected to the business.
Prepare and reconcile
Tie the tax work to accounting records, supporting documents, owner information, and material transactions.
Review and document
Resolve open questions, review the filing with you, obtain authorization, and retain submission evidence.
A disciplined filing process.
Software—and AI-assisted research—can support the work. They do not replace due diligence or professional judgment.
Gather
Books, statements, prior returns, ownership, activities, and changes.
Question
Follow up on information that appears incomplete, inconsistent, or unusual.
File
Client review, authorization, submission, acceptance tracking, and records.
Foreign-owned does not mean filing-free.
A company can have no U.S. federal income tax due and still owe information returns. Form 5472, pro forma Form 1120, partnership filings, owner returns, withholding, and state obligations depend on the entity and transactions.
We do not assume the result from the company’s state of formation or the owner’s passport. We examine how the business actually operates.
Your information matters: You are responsible for providing complete and accurate records and reviewing representations before filing. We are responsible for the work expressly accepted in the engagement.
Turn the filing into a defensible record.
Send the entity type, owners, prior returns, and a summary of the year. We’ll identify the next step.