US Entity Formation & Accounting Packages
Setting up a US company as a non-US resident involves more than filing paperwork. The IRS requires foreign-owned US entities to file annual information returns — and the penalty for missing a single Form 5472 starts at $25,000. Add banking, sales tax, withholding, and treaty considerations, and it is easy to get expensive advice too late.
Our packages are built specifically for non-resident owners. One firm handles your entity formation, your ongoing accounting, and your US tax compliance — under a fixed monthly fee, with no hourly billing surprises.
Book a Complimentary Scoping CallEvery package includes
Complete formation
US entity formation in your chosen state (Wyoming, Delaware, Florida, or another state suited to your situation), including articles of organization, operating agreement, and EIN.
Federal tax compliance
Annual Form 5472 with pro forma Form 1120 (or Form 1120 for corporations) — the filing every foreign-owned US entity must make, prepared and filed by a US CPA.
Good-standing management
Registered agent coordination and state annual report tracking so your entity stays in good standing.
US banking access
Guidance on opening US business bank and merchant accounts as a non-resident.
Predictable fees
Fixed monthly pricing under an annual agreement — you always know exactly what you will pay.
Three tiers, one point of contact.
State filing fees, registered agent fees, and other government charges are billed at cost. Monthly fees assume typical transaction volume; final pricing is confirmed after a complimentary scoping call.
| FoundationStart Right | GrowthOperate with Confidence | CFO AdvisoryScale with a Partner | |
|---|---|---|---|
| Best for | New US entity, getting started the right way | Operating businesses with US sales and growing activity | Scaling companies that need a US finance leader |
| Formation & onboarding (one-time) | $1,500 + state fees | $2,500 + state fees | $3,500 + state fees |
| Monthly fee (annual agreement) | $450/mo | $950/mo | $1,850/mo |
| Entity formation, EIN & operating agreement | Included | Included | Included |
| Registered agent & state annual report coordination | Included | Included | Included |
| US banking & merchant account guidance | Included | Included | Included |
| Annual Form 5472 + pro forma 1120 (or 1120) | Included | Included | Included |
| Monthly bookkeeping & bank reconciliations | Up to 2 accounts | Up to 5 accounts | Unlimited |
| Financial statements | Quarterly | Monthly | Monthly + KPI dashboard |
| Sales tax nexus monitoring | — | Included | Included |
| Owner's US nonresident return (1040-NR), if required | Add-on | Included | Included |
| Tax treaty & ECI/withholding review | — | Annual | Ongoing |
| Advisory meetings (video) | Onboarding + annual | Quarterly | Monthly |
| Payroll & contractor payment coordination (1099/1042-S) | — | Included | Included |
| Budgeting, cash flow forecasting & scenario planning | — | — | Included |
| Multi-entity / holding structure support | — | — | Included |
Pick the tier that matches your US footprint.
Foundation — Start Right
For founders forming their first US entity. We handle formation end to end, get your EIN and bank account guidance in place, keep your books clean with monthly bookkeeping and quarterly financial statements, and file your required federal compliance every year. You launch knowing the $25,000-penalty filings are covered.
Growth — Operate with Confidence
For businesses actively selling in the US market. Everything in Foundation, plus monthly financial statements, sales tax nexus monitoring across states, payroll and contractor payment coordination (including 1099 and 1042-S reporting), your personal 1040-NR when required, an annual treaty and withholding review, and quarterly advisory meetings to keep you ahead of issues rather than reacting to them.
CFO Advisory — Scale with a US Finance Partner
For companies where the US entity is a serious operation. Everything in Growth, plus fractional CFO support: budgeting, cash flow forecasting, KPI dashboards, scenario planning, support for multi-entity and holding structures, and a standing monthly strategy meeting. You get a US-based finance leader without a US-based hire.
Optional add-ons
| Service | Fee |
|---|---|
| ITIN application (Form W-7) with Certifying Acceptance Agent coordination | $400 |
| Owner's Form 1040-NR (Foundation tier) | from $650 |
| Additional Form 5472 (each additional foreign related party) | $350 |
| Sales tax registration | $250 per state |
| Sales tax return filings | $75 per state / month |
| Foreign qualification in an additional state | $350 + state fees |
| Historical bookkeeping cleanup / catch-up | Quoted after review |
| C-corporation vs. disregarded entity structure analysis | $500 |
| Payroll setup (US employees) | $500 |
| FIRPTA and US real estate withholding matters | Quoted |
From scoping call to standing compliance.
Scoping call
A complimentary call to understand your business, your home-country situation, and your US plans. We confirm the right entity type, state, and package.
Formation & onboarding
We form your entity, obtain your EIN, deliver your operating agreement, and walk you through US banking setup. Typically complete within 1–3 weeks depending on state and IRS processing times.
Ongoing service
Bookkeeping begins the month your entity is active. You receive financial statements on your package schedule and we handle every filing deadline.
Annual compliance & review
Each year we prepare and file your federal compliance package and review whether your structure still fits — before problems become penalties.
Build your US company on a foundation a CPA stands behind.
Book a complimentary scoping call with Mike Gentry, CPA — we'll confirm the right entity type, state, and package for your situation before you commit to anything.
Book a Scoping Call