WHAT

USA

Tax Preparation

Digital Accounting Services

Audit & Assurance Back office

Filing 1099 & Issue Forms

Payroll Services

Sales Tax Services

Cross Border Entity Structuring

Tax Preparation

Client Onboarding

Collection of Tax Documents

income statements, deductions,
credits, etc.

Review of Tax Data

Preparation of Tax Return

Form 1040, etc.

Tax Calculation & Optimization

deductions, credits, etc.

Client Review & Approval

Filing
Tax Return

electronic submission to IRS

Post-filing Support

(amendments, IRS inquiries, etc.)

Digital Accounting Services

Client Onboarding & Software Setup

Data Collection & Input

financial transactions, invoices, etc.

Automated Bookkeeping

cloud software integration

Reconciliation & Reporting

bank accounts, ledgers, etc.

Client Review & Adjustments

Monthly/Quarterly
Reports

Ongoing Compliance

tax and financial reports

Audit & Assurance Back office

Client Onboarding & Engagement Letter

Collection of Financial Data

financial statements, ledgers

Risk Assessment & Audit Planning

Perform Audit Procedures

testing, sampling, internal control evaluation

Draft Audit Report & Review

Client Review
& Feedback

Final Audit Report
Submission & Assurance Certification

Filing 1099 & Issue Forms

Client Onboarding & Information Collection

Data Gathering

payments made to contractors

Prepare Form 1099

Client Review & Approval

Submission of Form 1099 to IRS

Issue Forms
to Contractors

Post-Filing Support

corrections, inquiries

Payroll Services

Client Onboarding & Employee
Data Collection

Payroll System Setup

software integration

Employee Time
Tracking & Data Input

Tax Calculations & With holdings

federal, state, local taxes

Employee Pay Distribution

direct deposit, check

Submission of
Payroll Tax Forms

941, W-2, etc.

Ongoing Compliance

reporting & filings

Sales Tax Services

Client Onboarding & Sales Tax
Nexus Evaluation

Data Collection

sales records, invoices

Sales Tax Calculation

state and local rates

Client Review & Approval

Sales Tax Filing with
Relevant Jurisdictions

Payment of
Sales Tax

Ongoing Compliance & Reporting

sales tax audits, notices

Cross Border Entity Structuring

Client Onboarding & Understanding
Global Business Objectives

Review of Foreign
Jurisdiction & Tax Laws

Advisory on Entity Structure

LLC, Subsidiary, Branch

Advisory on Legal,
Tax & Regulatory Implications

Preparation of
Cross-Border Agreements

Incorporation Assistance
in Foreign Jurisdiction

Ongoing Compliance

tax filings, audits, etc.