We help U.S. residents and non-residents with federal and state tax compliance, optimized planning, and end-to-end filings.

1) U.S. Individual Income Tax — Form 1040

• Residents: Full-year Form 1040, credits, itemized vs. standard deduction, state filings

• Dual-status cases: Arrival/departure year planning and treaty positions

• Nonresidents: Determining residency status, substantial presence test, 1040-NR implications

• Foreign income reporting: FBAR/8938 coordination (if applicable), foreign tax credits

• Withholding reconciliations & refunds for W-2/1099/backup withholding

2) LLC Filings — U.S. Residents

• Single-member LLC (disregarded): Schedule C to Form 1040, SE tax planning, quarterly estimates

• Multi-member LLC (partnership): Form 1065 preparation, partner K-1s, basis & capital accounts

• Accounting & books: Clean-up, year-end close, and tax-ready financials

• State registrations & returns: Franchise tax, gross receipts, city taxes (where applicable)

• Sales/use tax nexus review for e-commerce and services

3) LLC Filings — Nonresident Owners (Foreign-Owned SMLLC)

• EIN acquisition and classification confirmation for foreign-owned single-member LLCs (disregarded)

• Annual information reporting: Form 5472 attached to Pro Forma Form 1120

• Reportable transactions: Capital contributions, loans, service fees, reimbursements

• Books & records: Reasonable cause documentation, contemporaneous logs

• State compliance: Registered agent, franchise taxes, and local filings

• Owner documentation: W-8BEN/W-8BEN-E guidance, ITIN support if needed

4) Corporate Tax Filings — C-Corporation (Form 1120)

• Federal Form 1120: Income, deductions, and credit optimization

• State corporate income/franchise returns and apportionment (sales/payroll/property factors)

• Estimated tax planning and safe harbor methods

• Officer compensation: Reasonable salary, and benefits planning

• Financial statements tie-out and year-end workpapers

5) Additional Compliance & Advisory

• BOI (Beneficial Ownership Information) reporting (FinCEN)

• Sales tax registrations, marketplace facilitator rules

• CPA letters, and due-diligence packages

• IRS/State notices and audit support

• Process setup: Bookkeeping → tax → compliance workflow

Key Forms Highlight

• Form 5472 + Pro Forma Form 1120 (Foreign-Owned Disregarded Entities):
  Preparation of pro forma 1120 cover, attach Form 5472, complete all reportable transaction sections, and compile support documentation to avoid penalties.

• Form 1120 (C-Corporation):
  Full federal filing with schedules, state apportionment, estimated taxes, and e-file where available.

Work With the Tax Square

We deliver compliant, on-time U.S. filings with practical tax planning for residents and non-residents. Provide your documents, and we handle the rest—from bookkeeping through e-filing and post-filing support.