Who we help
Tax & Accounting for U.S. Startups
Tax and accounting support built for companies that need clean books and reliable compliance as they grow.
Is this you?
Common situations we help founders work through
You do not need to know the form number before you ask for help. Start with the facts about your company and ownership.
Typical starting points
- Your startup needs annual federal and state tax preparation.
- You want bookkeeping and financial reporting ready for operators, investors and tax work.
- You are reviewing R&D tax credit eligibility or startup equity elections.
- You want tax and accounting support to remain connected as the company scales.
What shapes the answer
The compliance picture is fact-specific
These are the areas we normally need to understand before deciding which filings or accounting work may be relevant.
Tax returns
Reliable preparation that starts from accurate books and entity facts.
Books & reporting
Monthly transaction recording, reconciliations and management-ready financial information.
Startup incentives
Assessment and documentation support for potentially qualifying R&D activity.
Equity & compliance
Time-sensitive 83(b) support and recurring corporate obligations such as Delaware Franchise Tax.
Our process
From uncertainty to a clear scope
The goal is to make the next action understandable before work begins.
Share the company facts
Entity type, owners, countries of residence, business activity, tax history and bookkeeping status.
Review what may apply
We identify tax returns, information reporting, bookkeeping or corporate compliance areas that may need attention.
Agree the work and fee
You receive a defined scope based on the complexity of your situation.
Prepare and support
Optic completes the agreed work and can provide ongoing support where appropriate.
Related services
Start with the service that matches your immediate need
If you are not sure which service is right, use the strategy consultation as the diagnosis step.
Delaware Franchise Tax
A related service commonly considered for this type of company.
Common questions
Questions founders often ask
Do I need to be based in the United States to work with Optic?
Optic is positioned for global founders and internationally owned U.S. companies. Service availability and engagement details should be confirmed during intake.
Can you tell me what I need before I know the form names?
Yes. The strategy call is designed to start from your ownership, entity structure and activity rather than expecting you to diagnose the filing yourself.
Is every foreign-owned company required to file the same forms?
No. Applicability depends on entity classification, ownership, transactions, tax status and other facts.
Can bookkeeping and tax work be handled together?
Yes, where within the agreed scope. Connected bookkeeping can make tax preparation and reporting more reliable.