Clear Tax Vision for Global Founders
Corporate Tax Strategy & Cross-Border Accounting for Global Founders.
Cut through IRS complexity. We manage corporate tax compliance, multi-currency bookkeeping, and international disclosures (Forms 5471 & 5472) for non-U.S. founders and globally distributed startups.
Choose the support you need
Strategy call
A focused first step for your company.
Foreign-owned LLC package
Explore filing support for your U.S. entity.
Bookkeeping & tax
Keep your books and tax reporting connected.
Dedicated client portal
Access your secure workspace and exchange engagement documents.
Who we help
Built around the way global founders actually operate
Instead of forcing every business into the same accounting package, Optic starts with ownership, entity type, activity and stage.
Non-U.S. Founders
U.S. tax and compliance guidance for founders who own or operate a U.S. business while living outside the United States.
U.S. Startups
Tax returns, bookkeeping, R&D support, elections and ongoing compliance designed around startup operations.
International Businesses
Support for U.S. subsidiaries, foreign ownership and cross-border reporting requirements.
Foreign-Owned U.S. LLCs
Practical support for information reporting, recordkeeping and filing questions tied to foreign ownership.
What we do
One specialist team across tax, books and compliance
The goal is a clearer compliance picture—not a collection of disconnected forms.
Business Tax Returns
C-Corp and LLC tax return preparation based on entity classification, ownership and activity.
International Tax & Reporting
Form 5472, Form 5471, BEA and ITIN support where relevant to the company facts.
Bookkeeping & Reporting
Ongoing books, reconciliations, financial reporting and catch-up work for tax readiness.
Startup & Corporate Compliance
Delaware Franchise Tax, 83(b) election support and R&D tax credit assessment.
Why Optic Tax Global?
Built specifically for cross-border operations.
Domestic accounting workflows can miss the additional reporting created by foreign ownership, intercompany loans and overseas subsidiaries. We bridge both sides of your balance sheet—from an international founder incorporating in Delaware to a U.S. C-Corp scaling overseas development teams.
Our approach connects corporate tax strategy, international disclosures and multi-currency accounting in one coordinated engagement.
Your company. Your books. Your cross-border obligations.
How it works
Clear next steps from the first conversation
A straightforward process keeps the engagement focused and makes it easier to understand what happens next.
Tell us about your company
Share your entity type, ownership structure, business activity, bookkeeping position and current concerns.
We identify the likely requirements
We review the facts and identify the tax, accounting and reporting areas relevant to your company.
We prepare the agreed work
Once scope and fee are confirmed, Optic prepares the required work and coordinates information needed from you.
Keep support connected
Where useful, ongoing bookkeeping, reporting and compliance support can keep the next filing cycle cleaner.
Pricing & Packages
Clear, Predictable Pricing
Choose focused filing support or an all-inclusive monthly package built around your company.
Introductory Strategy Consultation
A 30-minute session with a senior cross-border tax specialist: structural review, entity classification analysis and a clear filing roadmap. Credited towards filing packages.
Foreign-Owned U.S. LLC Package
Form 1120 pro forma, Form 5472 disclosure and Delaware annual tax compliance support. BOI applicability reviewed under current rules; U.S.-created entities are exempt.
Corporate C-Corp Annual Filing
Form 1120 preparation, federal and state tax returns, depreciation schedules and a multi-state nexus check.
Foreign Subsidiary Package
Form 5471 preparation, applicable international tax calculations, foreign-currency translation and treaty analysis. Pricing depends on schedule complexity.
IRS Penalty Abatement & Defense
Reasonable Cause brief, penalty waiver petition, IRS correspondence and account tracking. Relief depends on the facts and IRS review.
All-Inclusive Bookkeeping & Tax
OTG Pro includes monthly multi-currency reconciliation, financial statements, year-round tax advisory and the agreed annual tax return at no additional cost.
Starting prices are in USD. Final scope and fees depend on ownership, states, transactions, required international forms and complexity. Scope is confirmed in your engagement agreement.
Knowledge Centre
Build clarity before you book
Start with practical overviews of the issues international founders are already searching for.
Foreign-Owned LLC Tax & Compliance
A plain-English starting point for understanding the issues a foreign-owned U.S. LLC may need to review.
Form 5472 Explained
What the form is, when it may be relevant and the company facts that affect applicability.
U.S. Startup Tax Compliance Checklist
A practical framework for taxes, books, elections and recurring corporate obligations.