Prepare for business expansion, personal and family discussions, and monthly U.S. company records.
Connect entity and EIN matters with federal, state and cross-border business tax requirements.
Prepare for tax residency changes with an organized overview of income, assets, company interests and information reporting.
Build a consistent connection between bookkeeping, close, management reporting and tax documentation.
Chinese businesses expanding to the U.S. and individuals or families with U.S. tax needs. Review the facts before defining the engagement.
Prepare an overview of your business or family, U.S. timeline, existing entities and filings, and the main questions. Detailed records follow through the agreed channel.
Start with the business model, ownership and planned operations. Do not decide tax arrangements based only on an entity name such as LLC.