Professional diagnosis
Tax Strategy Consultation
A 30-minute, one-to-one session with a senior cross-border tax specialist. For $99, review your structure, entity classification and U.S. filing roadmap. The consultation fee is credited towards your filing package.
Schedule a call
Choose a convenient time
Select an available appointment below.
Who it is for
A useful first step when the answer is not obvious
The consultation is designed to turn a complex situation into a clearer list of issues to review.
Non-U.S. founders
You own a U.S. entity from abroad and are unsure what filings may apply.
New U.S. companies
You recently formed a C-Corp or LLC and want to understand the tax and accounting setup.
Growing startups
Your company now needs more structured tax, bookkeeping or compliance support.
Cross-border groups
Foreign ownership, subsidiaries or transactions make the U.S. reporting picture more complex.
What we cover
Bring the company facts, not the form names
The call focuses on understanding the structure and the likely areas that need professional attention.
Prepare these details
- U.S. entity type and formation state
- Owner/shareholder names, percentages and countries
- What the business does and where it operates
- Prior U.S. tax filings, if any
- Current bookkeeping status
- Any notice, deadline or form you are concerned about
The consultation
What happens next
A structured process keeps the conversation focused, practical and easy to follow.
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Before the call
Book and complete intake
Select a time and provide the basic company and ownership facts requested.
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The conversation
Focused strategy call
Discuss the entity, ownership, activity and questions that need to be clarified.
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The review
Identify likely workstreams
Optic outlines the tax, accounting or reporting areas that may require professional work.
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Your next step
Choose the next engagement
Where appropriate, receive a separate scope and fee for the services you want Optic to perform.