Flat-Fee Annual Service for International Founders with U.S. LLCs

Managed by: O & G Tax and Accounting Services, LLC

💼 Who This Is For

This package is ideal for non-U.S. persons who own a single-member LLC registered in the United States (typically Delaware, Wyoming, Florida, etc.) and are operating their business from abroad. Whether you’re a freelancer, software developer, e-commerce operator, consultant, or IT service provider-this all-in-one compliance solution ensures you stay legal, tax-smart, and stress-free.

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✅ What’s Included

📊 Monthly Bookkeeping & Financial Management

• Full-service monthly bookkeeping using QuickBooks Online
• Categorization of income and expenses
• Monthly reconciliations of bank/merchant accounts
• Monthly financial statements (P&L, Balance Sheet, etc.)
• Year-end closing and reporting preparation

🧾 IRS Compliance Filings (Required for All Foreign-Owned LLCs)

• Form 1120 (Pro Forma)
• Form 5472 (Information Return for Foreign Owner Transactions)
• Tracking and reporting of all related-party transactions
• Filed accurately and on time to avoid $25,000+ penalties

📄 Protective Tax Return Filing (Form 1040-NR/1120-F)

• Preparation of a protective federal non-resident tax return even if no U.S. tax is owed
• Ensures procedural compliance with the IRS
• Helps secure an ITIN for banking and financial verification

🪪 ITIN Application with Legal Memo

• Preparation of Form W-7 for Individual Taxpayer Identification Number (ITIN)
• Use your ITIN to open U.S. bank accounts or comply with platforms (e.g. Stripe, Mercury, PayPal)

📞 Unlimited Email Support + Quarterly Consultations

• Unlimited email access to your assigned CPA/legal team
• Up to 12 strategy calls per year (1 Per Month or as needed)
• Ask about taxes, payments to yourself, entity structuring, new LLCs, and more
• Support for issues like cross-border payments, treaty questions, or U.S. business expansion

🏛 Franchise Tax & State Compliance Guidance

• Timely reminders and filing assistance for your state franchise tax or annual reports
• Guidance on multi-state sales tax, registration thresholds, and permit requirements if you sell physical goods or digital products

📐 Tax Planning & Structuring Advice

• Year-end tax optimization strategy session
• Ongoing advisory for launching additional LLCs or business lines
• Entity classification elections (e.g., C-Corp or S-Corp if needed)
• EIN issuance and IRS registrations for new ventures

💰 Flat Annual Fee: $8,000

(Billed annually or $667/month)

Includes:

• One foreign-owned, single-member U.S. LLC
• IRS filings (1120, 5472, 1040-NR, W-7)
• Monthly bookkeeping (up to $120K/year in revenue or expenses)
• Dedicated CPA + Tax Attorney oversight
• ITIN application and legal memo
• Delaware/state compliance support
• Monthly strategy sessions + unlimited standard inquiries

🟨 Add-On Support (as needed)

• New LLC with partners: +$1,500-$2,000/year (includes setup + tax filing)
• Prior-year bookkeeping cleanup: Quoted separately if applicable
• IRS audit or dispute response: Scoped and priced case-by-case

⚖️ Why Choose O & G

• Legal + Tax Expertise: Your advisor is a licensed CPA and U.S. tax attorney
• Global Focus: We specialize in helping non-U.S. residents navigate U.S. business compliance
• No Surprises: Flat-fee pricing means you can budget confidently
• Priority Support: You get a trusted U.S.-based advisor—on call when you need them

📌 How to Enroll

• Click [Here] to schedule a free initial consultation
• We’ll send a formal engagement letter and invoice
• You’re onboarded within 24 hours, and we handle the rest