01Company registration
- Delaware C-corp / LLC formation
- Founder stock + 83(b) elections
- EIN · cap table · QSBS set-up
FilingsSS-483(b)2553
A modern tax & accounting firm for complex structuresBeyond filing.
Beyond filing.
Built for decisions.
Ownership, entities, lending, cross-border — when things start to overlap, our AI workflow brings structure, and licensed CPAs bring judgment.
i.AI-nativeAgents draft, reconcile, and watch every deadline.
ii.CPA-signedReviewed, decided, and signed by a licensed CPA.
iii.Complex-readyCross-border, multi-entity, lending — the default.
§The complex filings — standard software quietly skipsforms we file every week
i. Delaware C-corpii. Form 5471 / 5472iii. QSBS & §1202iv. 83(b) electionsv. Foreign-owned entitiesvi. SAFE & convertible notesvii. Multi-state nexusviii. FBAR / FATCAix. U.S. ⇄ Asia structurex. Sales tax · F&Bxi. Streamlined Procedurexii. Founder compensation
i.The recurring workFrom incorporation,
From incorporation,
to year-end.
i.Set upDay 0 · Once
ii.BooksMonthly
iii.Sales taxMulti-state
iv.ReportsMonthly
v.Tax planQuarterly
vi.Annual fileYear-end
01
02Bookkeeping & close
- QuickBooks / Xero set-up & clean-up
- Monthly close · bank & card recon
- Accruals, deferred revenue, 1099s
OutputsGL1099-NECRecon
03Sales tax
- Nexus study across 50 states
- State registration & permits
- Monthly / quarterly ST filings
CoversWayfairNexusVDA
04Financial reports
- Investor P&L & balance sheet
- Runway & burn-rate forecast
- Board / KPI pack, by the 10th
DeliverablesP&LBSRunway
05Tax planning
- Federal & state estimated payments
- Founder W-2 / owner comp strategy
- QSBS §1202 · state residency moves
Filings1040-ES1120-W§1202
06Annual tax filing
- Federal 1120 / 1120-S / 1065
- Multi-state corporate returns
- 5471 · 5472 · FBAR · K-1s
Filings11205472K-1
ii.Who we work withFounders come in different shapes.
Founders come in different shapes.
So do the entities around them.
01
Startup Founders
- structureDelaware C-corp · QSBS · 83(b) · SAFE
- compFounder compensation & multi-state moves
- advice"I already researched it — I need a real answer"
Business Owners
- entityLLC / S-corp & owner-compensation calls
- booksBookkeeping handoff · contractor & reimbursements
- edgeTax questions that don't fit standard software
Mortgage + LLC + Property
- overlapPersonal + business facts that intersect
- real est.Mortgage, refinance & investment property
- filingsLLC owners with non-standard filings
Cross-Border Brands
- scopeRetail, F&B & consumer brands in the U.S.
- setupU.S. entity · sales tax · payroll · bookkeeping
- bothFounder + company tax, coordinated as one
iii.The firmCPAs with
CPAs with
agents on staff.
CPA
Licensed & signs every return
A licensed CPA reads, reviews, and signs every filing. Real judgment, real accountability.
AI
Agents drive the work
Our own agents — not bolted-on tools — organize files, draft returns, watch deadlines, flag risk.
24h
Reply fast, plan ahead
The hours we save on paperwork go straight to your calendar — answers in hours, not weeks.
50
Multi-state & cross-border
Nexus, apportionment, 5471 / 5472, FBAR — handled as core work, not exceptions.
i. The AI layer
always-on agentsDrives the workflow.
Our agents organize, reconcile, draft, and watch deadlines — so a CPA isn't doing data entry.
Organizes & reconciles documentsauto Drafts returns & cross-checks rules24/7 Tracks every filing deadlinealways Flags risks before they cost penaltiesearly
ii. The CPA layer
judgment + conversationSpends time with you.
A licensed CPA who answers fast, reads your context, and actually picks up the phone.
Replies in hours, not weeks Decides QSBS, entity, founder comp Plans cross-border structure Reviews & signs every return
80%
of a traditional firm's time goes to data entry and chasing paper. Our agents handle that — so your CPA has the bandwidth to reply fast, plan ahead, and pick up the phone.
iv.The problemThe old way breaks
The old way breaks
when tax stops being standard.
The old way
You explain everything twice
Generic intake, then a call to repeat it all.
Complexity grows, the quote doesn't
Year-1 price for a Year-3 case — plus a vague "consulting fee."
Recording isn't deciding
Bookkeeping logs it. Nobody makes the actual call.
Slow replies, missed deadlines
Complex cases sit in a queue. By the time someone looks, the deadline's past — and penalties have started.
A tax & accounting firm built for the AI era
Tax that moves at startup speed.
Agents handle the paperwork.
Your CPA handles the call.
¶For founders building at the pace of 2026
vi.ClientsFrom founders who stopped
From founders who stopped
explaining it twice.
Representative client experiences across our four lines of work.
"
Startup Founder · SF → AustinWe moved CA → TX mid-raise and I had no idea what it did to my QSBS or founder comp. They'd read everything before our first call — I didn't have to re-explain a thing.
Multi-state plan set · QSBS preserved
Daniel L.
SaaS Founder
SF → Austin
"
Mortgage + LLC + Property · Bay AreaA few LLCs, two mortgages, a refi pending — I genuinely couldn't tell which entity reported what. They mapped the whole structure and my filing was ready for the lender on time.
Structure mapped · lender-ready filing
Mona C.
Property Investor
Bay Area
"
Cross-Border Brand · Asia → U.S.Our U.S. stores opened fast and nobody owned the tax side — sales tax, payroll, the overseas parent. They took the whole picture and now it just runs.
Nexus cleaned up · ongoing support
Jasmine W.
F&B Brand Founder
Asia → U.S.
vii.Behind on filings?Every day late
Every day late
has a price tag.
Late penalties are mostly flat — they accrue whether or not a CPA is looking at your case. The numbers below are real, and they stack.
Form 5472$25,000per missed filing · automaticForeign-owned U.S. entity that didn't file. Each year is another $25K.
Form 5471$10,000per year · per entityU.S. person with foreign-company ownership and no information return.
FBAR$10,000+non-willful · per violationForeign accounts over $10K not reported on FinCEN 114.
Late filing5% / mocapped at 25% of tax duePlus failure-to-pay, plus interest. The total stacks quickly.
i.
Late or unfiled returns
Prior-year 1040, 1120, or state returns never filed.
ii.
Missed 5471 / 5472 / FBAR
Cross-border information returns nobody flagged.
iii.
Years behind — Streamlined Procedure
Multiple unfiled years cleaned up in one filing.
iv.
IRS notice or letter
We read it, decode it, and respond on time.
Get on the priority list →Most cases turned around in 5–10 days once we have documents.
viii.Book a call
Let's talk.
15 minutes. A licensed CPA. No sales pitch — just the answers you came for.
What happens next
i.
You send the form belowTell us what's on your mind — entities, deadlines, the actual question.
ii.
We reply within 1 business dayYou'll get a private folder for documents and questions.
iii.
We come preparedAgents prep your file. Your CPA shows up ready, not stalling.
Book a free CPA call
Tell us about your situation
The more context up front, the better the first call.
Your message is on its way
Got it — your details have been sent straight to our inbox. A licensed CPA will reply within 1 business day.
ix.Questions & checklists
Before you book.
Common questions — and what to have ready — across our four lines of work.
No. The four lines are just doors — many clients sit across two of them (a founder who also owns property, a brand whose founder needs personal filing). Book one call and we'll sort the structure with you.
Our own agents handle the repetitive work — organizing documents, extracting figures, cross-checking against current rules — in seconds. That isn't where judgment lives. It frees a licensed CPA to spend their time reading your context and making the real decisions. A human reviews and signs every return.
Yes. We regularly work with founders, families, and brands operating across the U.S. and Asia, and we're comfortable handling the conversation in Mandarin. Cross-border facts — overseas entities, foreign accounts, parent-company structures — are core to what we do.
Every form and service is quoted on its own line, upfront, before any work begins. No vague "tax services" total, and no surprise consulting fee when a case turns out to be complex.
Whatever you have — it doesn't need to be complete. Most useful to start: your most recent tax return, a rough list of your entities and accounts, and the actual question on your mind. We read it before the call so the time goes to the answer, not the recap.
To start: certificate of incorporation, EIN letter, cap table, prior-year return (if any), bank statements, and bookkeeping or accounting records. If you raised on SAFEs or notes, those agreements too. Missing a few? Still reach out — we'll tell you exactly what's needed.
It depends on your income, owner compensation, and growth plans — there's a real breakeven, not a one-size answer. This is exactly the kind of judgment call a CPA should make with you, and timing of the election matters, so it's worth a conversation before year-end.
QSBS can be very valuable but the eligibility rules are specific — entity type, when shares were issued, asset tests, and holding period all matter. Send us your incorporation and equity documents and a CPA will assess whether it applies and what to preserve.
A move can trigger part-year residency, multi-state filing, and questions around founder compensation and equity. We map which states you owe and how to file cleanly — bring approximate move dates and where you and the company were based.
Common — and it's the gap we fill. Bookkeeping records history; tax decisions shape it. We work alongside your existing bookkeeper or take the handoff, and own the decisions on owner comp, reimbursements, and entity strategy.
A starting set: prior-year personal return, each LLC's operating agreement and K-1s (if any), property documents, mortgage and any refinance statements, and rental income/expense records. We map which entity reports what before anything is filed.
It can matter a lot. Lenders read your returns closely, and how income and entities are presented affects what you qualify for. If a mortgage or refi is on the horizon, tell us — timing the return around it is part of the planning.
Rental property brings depreciation, expense allocation, and sometimes passive-activity rules — and held in an LLC, another layer. Bring purchase documents, mortgage statements, and income/expense records and we'll handle the structure.
Yes — that's a core complex-personal case. We separate what's personal from what's entity, decide what belongs where, and give you a filing that holds up for lenders, partners, and future planning.
One of the most common reasons people reach out. Late returns, missed 5471/5472, FBAR, or years behind — there's almost always a path back. The penalty clock is real, so the first step is a quick call; the second is a clear plan. Speed helps.
If a U.S. entity has significant foreign ownership and reportable transactions, 5472 is likely required — and the penalty for missing it is steep and automatic. Send us your ownership structure and entity documents and a CPA will confirm what applies.
A useful starting set: a list of foreign accounts with peak balances, any foreign entity ownership and financials, prior U.S. returns, and details of income earned abroad. This drives FBAR, FATCA, and 5471/5472 — bring what you have and we'll identify the gaps.
Incorporation is just step one. Entity setup, sales tax nexus across states, payroll, bookkeeping, and the overseas parent structure all start to overlap fast. We coordinate it as one picture — bring your U.S. entity documents and a sketch of your ownership structure.
If you have unfiled years involving foreign accounts or income and the omission wasn't willful, the Streamlined Procedure is often the cleanest way back into compliance. We assess eligibility and handle the full filing — usually within about ten days once we have your documents.