Frequently Asked Questions

General Questions

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1. What services do you offer?

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We specialize in tax preparation, accounting, and advisory services for small businesses and cross-border clients. Our services include:

• U.S. tax filings and FATCA/FBAR information reporting

• Cross-border tax planning

• Business entity structuring

• Bookkeeping and financial reporting

• Start-Up Advisory

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​2. Can you file state returns in all 50 states?

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Yes, absolutely. CPAs are trained to handle tax filings for all 50 U.S. states. In fact, many of our business clients have multi-state apportionment and file in many different state, county, and city jurisdictions.

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3. Do you work with businesses of all sizes?

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We primarily serve small businesses (under 50 employees, under 5 million revenue), freelancers, and entrepreneurs, but we also assist mid-sized businesses with their tax and accounting needs.

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4. What industries do you specialize in?

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We work with a variety of industries, including e-commerce, technology, consulting, real estate, and service-based businesses. Many of them operate in multiple states.

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5. How do you handle international tax issues?

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We provide tax planning and compliance services for businesses operating in multiple countries. Whether you're expanding internationally or managing tax obligations in the U.S., we ensure compliance while minimizing your tax liability.

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6. Are you able to file my taxes in the foreign country I live in?

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Unfortunately, we are unable to handle the foreign side of your tax reporting. As U.S. CPAs specializing in cross-border taxation, our expertise is focused exclusively on U.S. tax compliance. Unlike general CPAs, we have a deep understanding of the tax implications associated with purchasing foreign properties, relocating abroad, or establishing a business overseas. To ensure seamless compliance, we either collaborate directly with qualified CPAs in your host country or request that you provide your foreign tax return. From there, we ensure that all U.S. tax obligations are properly managed. Additionally, we offer strategic analysis of foreign business entities and can advise on the most tax-efficient structures for U.S. tax purposes.

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Cross-Border Tax & Compliance

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6. Do I need to file U.S. taxes if I’m a foreign business owner?

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If you have U.S. customers, employees, or business activities, you may have U.S. tax filing requirements. We can assess your situation and help you stay compliant.​

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7. How do I avoid double taxation between the U.S. and my foreign country of residence?

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Tax treaties exist to help reduce double taxation. We analyze your income sources and apply tax credits or exemptions where applicable to minimize your tax burden.

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8. Can a U.S. LLC be owned by a Canadian resident?

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Yes, but there are specific tax implications in both countries. We help structure your LLC properly to optimize taxation and compliance.

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9. Can I buy or register a company in a foreign country as U.S. resident?

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Yes, but there are specific tax implications in both countries. We help ensure that all regulations are followed, and no informational returns are missed since they carry hefty penalties.

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Small Business Accounting & Taxation

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10. Do you offer bookkeeping services?

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Yes! We provide monthly and quarterly bookkeeping services, ensuring accurate financial records and tax compliance.

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11. Can you help with sales tax compliance?

Yes, we can assist businesses with U.S. sales tax registration, filings, and compliance.

Often, we advise on initial set-up, register state portal access, and then connect them with third-party providers that take care of monthly filings. These third-party providers are specialized on sales tax automations that allow them to offer very affordable rates.

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12. What accounting software do you recommend?

We work with QuickBooks, Xero, and other cloud-based accounting platforms to streamline your financial management.

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Getting Started

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13. How do I schedule a consultation?

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You can book a consultation through our website or contact us via email. We offer virtual consultations for convenience.

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14. What documents do I need for tax preparation?

For business tax filing, we require income statements, expense reports, payroll details, and any relevant tax documents. We provide a checklist to help you gather everything. We will also set you up with your own client portal access, where you can safely up- and download documents, even straight from your phone.

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15. Do you offer year-round tax support?

Yes! We don’t just prepare taxes—we offer ongoing advisory services to help you make smart financial decisions year-round.

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