New Client set up and on-boarding
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IRS tax registrations, records maintenance, and filings
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Review of tax classification elections to ensure federal tax regime is adequate for client objectives
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Opening of bank account support
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Review of initial ownership and corporate structure
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Review of shareholders tax residency vs immigration status
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Analysis of business activity, projections, and business objectives for future tax compliance requirements
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State tax permits and registrations
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Review of business operations to determine initial nexus for purposes of state sales tax, franchise tax, personal property tax, excise taxes, and state income tax; if applicable.
Monthly Tax Compliance Services
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Review of client-prepared financial statements (option)
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Preparation of adjustments and financial statements based on client’s books and records (option)
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Transfer pricing studies reviews for US compliance
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Support in documenting and substantiating cross border transactions
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Estimated tax payment calculations, reporting, and execution of payments
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Annual transmittal forms (e.g. forms 1099, 1096, 1042-S, etc)
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Personal property tax and rendition reports- Texas
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Monthly Use of Address
Quarterly Tax Compliance Services
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Review of client-prepared financial statements (option)
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Preparation of adjustments and financial statements based on client’s books and records up to 10 transactions per month - combined accounts
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Estimated tax payment calculations, reporting, and execution of payments
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Federal tax return and TX Franchise Report
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Monthly use of address
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Does not include consultations
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