Start with a consultation with a specialist. You will get personalized advice about the specific needs of your company.
The consultation fee is $69 and will be credited to the overall package price if you move forward with the package.
Two types of consultation — depending on your needs
Incorporations consultation
Our team of incorporations specialists handle formation of any entity type — LLC, S Corp, or S Corp — and tax & compliance for foreign-owned single-member LLCs (5472 filings, etc.).
Tax & compliance for multi-member LLCs, C Corporations and S Corporations require more complex tax forms and are handled by our team of experienced tax accountants.
Formation of any entity type (incorporation process, not tax planning)
US tax & compliance for foreign-owned single-member LLCs
Consultation with tax accountant
What it’s for:
US tax & compliance for multi-member LLCs, C Corporations, S Corporations (for foreign-owned single-member LLCs, please schedule a consultation with an incorporations specialist)
US tax planning and preparation for American citizens and green card holders
For me personally, it's a relief to know I can rely on their expertise.
— Konstantine K
What happens during the consultation?
We will ask questions to fully understand your business and determine its specific reporting and tax requirements. Sure, we could just have you fill out a questionnaire. But then we would assume that you already know exactly how to answer all the questions. And it would be a very long questionnaire to ensure we don’t overlook anything.
Instead, we prefer to ask in person during a call and clarify or explain when needed. And of course, you can ask us questions as well.
We often find during a consultation things that need to be reported or have tax impact, that the entrepreneur didn’t know about. (Not your fault. The complex US tax law is our expertise, it doesn’t have to be yours.)
This sometimes means that a different entity type than the one you already have or planned to get might be more tax optimized.
By the end of the consultation, you will know exactly what paperwork is required for your business and how we file it for you.
What happens after the consultation?
You will receive an engagement letter that explains the scope of the services and the fee for those services. The fee is the cost of the package minus the consultation fee that you already paid.
The engagement letter serves as a contract. You can e-sign it with just a few clicks. No printing or uploading to an external e-signature app required.
You will also receive a payment link. Most people pay via Stripe. But if needed, we also have other payment options.
Once we receive the payment and signature, we start preparing your documentation.
Have a call with a specialist and we’ll find what works best for your business
We used to offer free consultations, but we found that people sometimes didn’t take them seriously and would cancel at the last minute. This left us with less time for our actual clients and for those who were genuinely interested in working with us. Now that we charge for consultations, we know we’re dedicating our time to people who are truly committed and ready to take the next step.
Companies are set up by our incorporations specialists, not by the tax accountants. But the tax accountant can help you decide what the best business structure is for your business and compare the tax implications of different entities.
Form 5472 is an information return, not a standard tax return. In an information return, you must report certain transactions, but it will not generate any taxes due. Our incorporations specialists are experts in this form and the type of information and transactions you must disclose.
Most likely, a consultation was assigned to another specialist or accountant, because the additional information you provided to us to prepare for the consultation indicated that the other person is a better fit for your specific needs, e.g. an expert in e-commerce related tax.
The easiest way is to email the person you have the consultation with directly. If you prefer, you can also reach out to us at the company email (hello@entity.inc), and we’ll handle it for you.
You receive an invitation to a Google Meets event. As a default, we don’t have the camera enabled, so it will be a voice call. If a voice call is not possible for you, please contact us for other options.
No problem. Contact us and we will guide you to the right expert.
Didn’t find the answer here? Don’t hesitate to contact us and we’ll be more than happy to help you!
