There are many nitty-gritty details to deal with, like choosing the state where you incorporate your business, choosing the proper business entity structure, and accounting systems, among other things. There is a lot of information available online, which needs to be more reasonable, accurate, and detailed to give an accurate understanding to arrive at the best-informed decision. Further, one must know a set of rules when having business transactions and flows across countries before even planning to incorporate them. Many business owners realize later, either at the time of filing taxes or in the future, when they get a notice from the government authorities on the missed compliance or losing many business funds in paying taxes that could have been saved had the business structure and planning was done the right way while incorporating.  The good news is that we're here to help you figure it out.

Under our “Tax-Efficient Business Structure Advisory & Set Up” services, we provide three levels of services catering to the requirements of various clients from across the globe.

New Business Tax Efficient Business Structure Advisory

This is good for business owners who are at the idea stage and have yet to decide to incorporate it; however, they would like to get a broad understanding of an essential aspect of setting up, considering their short, mid, and long-term plans to ensure that your business does not end up incurring unnecessary setup and tax costs. This service is delivered via a call for up to an hour with a senior CPA of the firm in a one-on-one conversation. The following is broadly covered:

• State you should incorporate your business (No Delaware/Wyoming by default).
• Understanding choosing the proper business entity structure to incorporate will be the most tax efficient and save hundreds of thousands of dollars in the long run. T
• How the business transactions should be structured between the US entity and any foreign affiliated entity to minimize tax obligations.
• What the inhouse compliances the business would need
• How much profit margins should companies maintain so there are no issues from the tax authorities?
• What method of accounting would be suitable to choose initially and in the long run as the business grows?
• Endless questions about setting up tax-efficient business structuring that you may have.

New Business Set-Up

This service package is suitable for clients who already have decided on the state where they would like to incorporate and the type of business entity they want (such as Sole-proprietorship, LLC, C-Corporation, S-Corporation, Partnership).  It primarily covers setting up the entity by professional CPAs and the right way at the minimum cost.

• Preparing charter documents and filing with the Secretary of State
• Obtaining first-year registered agent services
• Obtaining a federal employer identification number (FEIN)
• Obtaining one State business tax ID

Tax-Efficient Business Set-Up (Premium)

This package is suitable for clients who want to get both “Tax Efficient Business Tax Advisory and Set Up.” The scope includes the following: 

Scope stated under tax Efficient Business Advisory and Tax Efficient Business Set-Up Plus facilitating the following documentation:

• By-laws/operating agreements as required between stockholders/members
• Order Corporate Kit
• Creating membership/stock ledger
• Filing the First Annual Report of the Company.

Schedule an appointment using the contact form below to find out how our team of experienced professionals can help.