Client scenarios
The kinds of situations we handle
Until verified client case studies are published, these representative scenarios show how we approach common U.S. tax and accounting situations.
These are representative engagement scenarios illustrating the kinds of situations we handle — not specific client case studies.
Setting up a new U.S. company
The challenge
A founder needs to register a U.S. business, obtain the right tax IDs, and start on a clean compliance footing without guessing at the steps.
How we approach it
- Confirm the entity and registration path for the situation
- Handle formation filings and EIN/ITIN where needed
- Set up the accounting and tax foundation
- Support bank-account readiness
Where you land
The business is registered and operating with its tax IDs in place, books set up from day one and a clear plan for ongoing obligations.
Payroll and compliance for a growing team
The challenge
A company adding employees needs payroll handled correctly — onboarding, deductions and reports — so it avoids penalties from miscalculations or missed deadlines.
How we approach it
- Set up employee onboarding documentation
- Run payroll processing and deductions
- Prepare and submit payroll reports
- Keep recurring deadlines on track
Where you land
Payroll runs on a predictable schedule with deductions and reporting handled, so deadlines stop being a source of risk.
A non-resident with U.S. tax obligations
The challenge
A non-resident is unsure of their U.S. tax status, which forms apply, and what is required for U.S.-source income or U.S. property.
How we approach it
- Clarify residency status and what applies to the case
- Identify ITIN/EIN and documentation needs
- Map filing obligations and deadlines
- Lay out a clear, step-by-step path
Where you land
The client knows exactly which obligations apply, holds the right tax IDs and follows a clear filing plan instead of guessing.
Catching up on annual reports and state compliance
The challenge
A business has fallen behind on annual reports or state filings and needs to get back into good standing before penalties grow.
How we approach it
- Review the current standing and what is overdue
- Prepare and file outstanding reports
- Confirm state-level requirements
- Set up a process to stay current
Where you land
Outstanding reports are filed, the business returns to good standing, and a process is in place to keep it that way.
Get started
Have a situation like one of these?
Tell us what you're dealing with and we'll explain how we'd approach it.
- Florida-based U.S. practice
- Works with non-residents & international clients
- One team owns your work from first contact to filing
- Clear scope and clear next steps