Case Studies
How Optic solves real tax and accounting problems
Explore how Optic Tax Global helps international founders resolve penalty notices, align cross-border books and restore corporate compliance.
Client Success Stories
Cross-border challenges. Practical outcomes.
Recorded outcome
in penalties abated
The IRS abated the full $50,000 in penalties, and the business was restored to good standing.
Case 01 · Penalty response
Complete Abatement of $50,000 in Late-Filing Form 5472 Penalties
Client profile: A European e-commerce founder with two U.S. single-member LLCs operating through Stripe.
The challenge: Incorrect advice from an online registered agent service led to missed Form 5472 filings and combined IRS penalties of $50,000.
Our intervention: We reviewed bank records, reconstructed historical intercompany capital transfers, filed back-year Forms 1120/5472 and prepared a Reasonable Cause defense addressing the applicable Internal Revenue Manual provisions and good-faith reliance.
Recorded outcome
financing completed
The client closed a Series Seed financing round with no tax red flags during investor due diligence.
Case 02 · International accounting
Cross-Border Subsidiary Integration & FX Normalization
Client profile: A Delaware C-Corp SaaS startup with engineering subsidiaries in Kenya and the United Kingdom.
The challenge: Separate KES and GBP ledgers, incomplete currency translation and inconsistent intercompany loan balances created unresolved Form 5471 Schedule M disclosures.
Our intervention: We reconciled three years of accounting transactions and foreign-exchange records, restructured intercompany debt documentation and prepared the applicable Forms 5471 and 8992.
Recorded outcome
recalculated franchise tax
The franchise tax liability was recalculated to $400, a reduction of more than $84,000, preserving the company’s good standing.
Case 03 · Corporate compliance
Delaware Franchise Tax Recalculation & Corporate Compliance
Client profile: A Latin American fintech startup incorporated in Delaware.
The challenge: A Delaware Franchise Tax assessment exceeding $85,000 calculated using the Authorized Shares method.
Our intervention: We amended the corporate report using the Assumed Par Value Capital Method, supported by gross asset and issued-share calculations.
Results relate to the specific client circumstances described. They do not guarantee a similar outcome, penalty waiver, financing result or tax saving for another business.
Every engagement starts with the facts: your entity structure, transaction history, notices and deadlines. We agree the scope before beginning the work.