Tax documents, financial forms, and calculator on corporate desk for US tax return preparation

Business & Individual Tax Returns

Review your income, expenses, and supporting documents before filing your US tax returns.

Your tax return depends on your income, residency, and business structure. We organize the information, review applicable deductions, and prepare the federal and state filings your situation requires.

For businesses, we review financial statements and the entity's tax classification to identify the appropriate returns, such as Forms 1120, 1120-S, or 1065. For individuals, we review income statements and the records needed for their return.

International founders may have additional reporting duties, including Form 5472 and a pro forma Form 1120 when applicable. Ana Claudia reviews these requirements with you, explains any missing information, and coordinates the filings. Questions can be discussed in English, Portuguese, or Spanish.

Talk to our accounting team

Schedule a free consultation or reach out directly for dedicated bookkeeping, payroll, and corporate tax support.

Initial Consultation

Schedule a direct 30-minute introductory call with Ana Claudia to discuss your bookkeeping, corporate taxes, or business setup in the United States.

  • 30 minutes
  • Google Meet or Phone
  • Direct with Principal Accountant

No preparation required. Choose any open slot on our schedule.

The deadline depends on the return, the tax year, and any applicable extensions or relief. We confirm the federal and state dates for your situation when planning the filing.

Generally, no. A filing extension gives more time to submit the return, while tax payments remain due by the original deadline. We review estimated payments and any outstanding amounts with you.

Yes. For a foreign-owned single-member LLC treated as a disregarded entity, reportable transactions can trigger Form 5472 with a pro forma Form 1120. Owner contributions and distributions may count even without sales. We review the year's activity before determining what to file.

Yes. We review where you live, earn income, or operate your business to identify the state returns and related information needed.

Prior returns, income statements such as W-2 or 1099, and supporting expense records. Businesses should also gather their profit and loss statement, balance sheet, and details of loans or asset purchases. We confirm a checklist for your case.