U.S. Business and Individual Taxes

Tax Filing That Prevents $25,000+ Penalties

Your non-U.S. ownership creates complex tax obligations. We handle everything from basic returns to foreign ownership reporting requirements so you never face surprise penalties.

chart 1

Stop Dreading
Tax Season

Frame 21472067175

On your own during an IRS audit

Frame 21472067174

"What's Form 5472?" - $25,000 penalty​

Frame 21472067173

Missing R&D credits worth thousands​

Frame 21472067172

Cross-border transactions not understood​

Frame 21472067174

Scrambling for documents in March​

Frame 214720671710

$1M Audit Defense Protection included

Frame 21472067179

Foreign ownership forms filed correctly​

Frame 21472067178

R&D credits maximized (save up to $500K)​

Frame 21472067177

International transactions captured correctly​

Frame 21472067179

Documents organized year-round

Tax Filing Built for Your Reality

Compliance Without Penalties

Never worry about foreign ownership rules again

Form 5472, FBAR, state registrations – the penalties that destroy foreign-owned startups, block investors or an exit. Your structure tracked, deadlines met, filings done right.

Protected from:

image 96

$1M Audit Defense Included

If the IRS comes knocking, you’re covered.

Every return we prepare is audit-ready from day one. But if you’re receiving a tax audit or notice, you’re not on your own. Your filing includes $1M audit defense coverage from the industry’s leading tax audit defense team – our tax legal partner.

Coverage includes:

image 2026 02 03T171906.402

Maximum Legal Tax Savings

Pay what you owe. Not a penny more.

Most founders overpay by 20-30%. Treaty benefits unclaimed. R&D credits missed. State tax optimizations ignored. 

Not anymore.

With our tax planning service, we look for:

image 97

Your Foreign Ownership Isn't a Problem. Your CPA Is.

The only firm where foreign ownership is the norm, not the exception. Your structure understood. Your taxes optimized. Your penalties prevented.

From Tax Stress to Tax Strategy​

STEP 01
OverlayShadow 15

Strategic Review​​

STEP 02
OverlayShadow 17

Document & Prepare​​

STEP 03
OverlayShadow 7

File & Optimize​​