Frequently asked questions

Don't worry — our process is designed to keep things flexible for you. Once you purchase a package, you'll be able to schedule a consultation (which is included in the package) with us. During the consultation, we'll review your needs and ensure you've chosen the right company type. If another option turns out to be a better fit, our specialists can adjust your package type. Incorporation price is the same for all entity types.

An LLC (Limited Liability Company) is a business structure that offers liability protection, meaning your personal assets are protected from business debts or legal claims. It's a flexible and simple option for business owners.

LLCs have two main tax classifications:

• Single-Member LLC (SM LLC): Owned by one person or entity, offering simplicity and liability protection.
• Multi-Member LLC (MM LLC): Owned by two or more members, providing shared responsibility and flexibility.

Even if you're not a US resident, you can open a US LLC and benefit from features like a US bank account, payment processing, and asset protection. The process is simple and can be completed quickly with proper guidance.

Yes, as a non-US resident, you can be the sole owner of a US LLC or C Corporation (C Corp) without any issues. However, S Corporations (S Corps) are different — only US citizens or residents can own them. So, while you have full ownership options with an LLC or C Corp, S Corps are off-limits unless you're a US resident or citizen.

To form a US company, we only need the basic information of the business itself, such as:

• Name of the company
• Services/products offered
• Owner's personal information

If you want us to assist you in applying for a business bank account, we will also need a scan of the owner's passport.

To avoid common pitfalls when forming a US business entity, keep these tips in mind:

• Choose the right structure: Understand the differences between an LLC, C Corp, and S Corp to select the best fit for your business needs, especially regarding taxes and ownership.
• Ensure eligibility for a US bank account: Confirm that you are from a country that is eligible to open a bank account in the US.
• Register in the right state: Some states offer better benefits for certain types of businesses. For instance, Delaware and Wyoming are popular for their business-friendly laws and lower fees.
• Keep personal and business finances separate: This helps maintain liability protection and simplifies accounting.
• Understand compliance requirements: Stay on top of annual reports, tax filings, and other legal obligations to avoid penalties.

Here's an overview of the information our clients typically provide for Incorporation packages:

• Company Details: Preferred name, entity type, and basic information.
• Member Details: Legal name, address, ownership percentage, and other specifics.
• Identification: Passport (required later for bank account setup).

Once you purchase an Incorporation package, you'll receive a welcome email with all the details to get started, including a link to book your consultation (included in your package) and a short form to provide us with the necessary information. From there, we'll guide you every step of the way to ensure everything runs smoothly.

Yes, your data and documents are completely secure. At Incozi, your privacy and security always come first. Our client portal employs 256-bit encryption and advanced safety features to keep your personal information confidential. As a client, you'll create a free account in our secure portal to upload your documents safely. We avoid sharing sensitive information via email, ensuring your data remains protected at all times.

It depends on your specific situation. Your tax obligations are determined by the nature of your business activities and how they are connected to the US.

Generally, if your US company does not have US-connected income, you won't owe US taxes. However, certain factors, such as having a physical office, warehouse, or shipping products into the US (not just within the US), can create tax obligations. Simply selling to US customers does not automatically result in tax liability, as long as you do not live, employ staff, or conduct business activities within the US.

If you are providing solely digital products or services to US customers, with all work done fully remotely outside the US, you most likely won't owe any US taxes.

If you're unsure, it's best to consult a tax expert to assess your situation.

Yes, most foreign-owned US companies do need to file a tax return in the US even if they are not paying any taxes.

Here's how our tax consultation works:

• Book a consultation: If you've purchased a service package, your consultation is included and helps us understand your situation and outline the next steps. If you're still deciding, you can book a paid consultation for $39.
• During the consultation: Whether part of the service package or purchased separately, each consultation offers the same personalized guidance. Our tax accountants will discuss your business, address your specific needs, and create a clear plan for the required paperwork and next steps. This is a personalized session with experienced professionals — not a sales or general support call.
• After the consultation: You'll have a clear understanding of the paperwork required for your business and how we'll handle the filing process for you. If you have not done so already, you can purchase your preferred service package directly on our website.

The packages include the business tax forms required for your entity type. In certain situations, you may also have to file individual tax forms, in addition to the business tax forms. Those additional tax forms will incur an additional fee. We determine during the consultation what you need and provide you with a fixed quote for those additional forms.

Here's an overview of the information our clients typically provide for Tax & Compliance packages:

• Company Information: Legal name, EIN, and state of formation.
• Member Details: Legal name, address, and ownership percentage.
• Financial Records: Income, expenses, and any prior tax filings.

Once you purchase a Tax & Compliance package, you'll receive a welcome email with all the details to get started, including a link to book your consultation (included in your package) and a short form to provide us with the necessary information. From there, we'll guide you every step of the way to ensure everything runs smoothly.

Yes, your data and documents are completely secure. At Incozi, your privacy and security always come first. Our client portal employs 256-bit encryption and advanced safety features to keep your personal information confidential. As a client, you'll create a free account in our secure portal to upload your documents safely. We avoid sharing sensitive information via email, ensuring your data remains protected at all times.

Bookkeeping serves two essential purposes for your business:

• Financial Visibility: It helps you monitor key financial indicators — profit & loss, balance sheet, and cash flow — allowing you to make informed business decisions backed by real data.
• Tax Compliance & Protection: Regular bookkeeping maintains your financial history throughout the year, simplifying and improving the accuracy of IRS tax reporting. It also provides comprehensive documentation that protects you in case of an IRS audit by making all required details readily available.

Our bookkeeping and tax teams work closely together to provide a fully integrated financial solution. When you choose both services, you get a seamless experience where your bookkeeping is always aligned with your tax needs.

Our bookkeepers handle the day-to-day work — organizing financial records, processing daily transactions, reconciling accounts, and preparing everything for tax season. Meanwhile, our tax accountants focus on the bigger picture, using the organized data to ensure accurate and compliant IRS filings. This integration eliminates the hassle of managing separate services.

We're here to help you find the perfect fit. Schedule a call with our bookkeeping team for a personalized consultation at $19. If you decide to move forward with us, we'll credit that consultation fee toward your package.

Absolutely. We specialize in catchup bookkeeping and review services to get you back on track. We'll organize and update your financial records to ensure everything is accurate and compliant with regulations. Contact us to discuss your specific situation and we'll create a plan tailored to your needs.

Yes, we understand that not all businesses fit into standard packages. We offer tailored solutions that help you prepare tax-ready financials, maintain compliance, and manage costs without straining your budget. As your business grows, you can scale up your bookkeeping service. Contact us to discuss options that fit your current situation.

No, you don't have to change anything. We're flexible and experienced with various industry-leading accounting software platforms. We can work with your existing setup and transfer billing if needed. If you're migrating from another bookkeeper, the transition will be smooth — we can work directly with them to ensure minimal disruption to your business.

Here's an overview of the information our clients typically provide for Bookkeeping packages:

• Financial Statements: Bank and card statements for your accounts.
• Accounting Access: Login access to any accounting software you're currently using.
• Company Information: Basic company details and member/ownership information.

Yes, your data and documents are completely secure. At Incozi, your privacy and security always come first. Our client portal employs 256-bit encryption and advanced safety features to keep your personal information confidential. As a client, you'll create a free account in our secure portal to upload your documents safely. We avoid sharing sensitive information via email, ensuring your data remains protected at all times.

Our pricing is designed to be simple, transparent, and predictable. We don't believe in hidden surprises—what you see is what you get, with no unexpected charges lurking in the fine print.

Incorporation Packages: Include everything you need to establish your US company, such as entity formation, EIN registration, and registered agent services.

Tax & Compliance Packages: Cover essential filings including business tax returns, FBAR filings, annual compliance reports, and ongoing support throughout the year. Individual tax filings are available as an optional add-on if needed.

Bookkeeping Packages: Organized financial management with no surprises built in. Our bookkeeping packages keep your records clean and audit-ready.

Payroll Setup: We provide comprehensive guidance on setting up your payroll system. The only additional cost is your Gusto subscription (which covers your actual payroll processing).

Everything else? It's all included in your package price.

Absolutely. We understand that every business is different, and some may have special requirements or complex situations that don't fit perfectly into our standard packages.

If you have unique needs—whether that's reinstating a previous entity, applying for an ITIN, setting up specialized services, or something else entirely—we're happy to create a custom quote tailored specifically to your situation. Just tell us what you need, and we'll work with you to develop a solution that makes sense for your business.

Contact our team to discuss your specific requirements, and we'll put together a personalized option that covers exactly what you're looking for.

Consultations are included free with our Incorporation, Tax & Compliance, and Incorporation & Tax Bundle packages. These consultations help you finalize your setup and ensure everything is aligned with your business goals.

If you'd prefer to explore your options and ask questions before purchasing a package, you can schedule a standalone consultation for $39. This pre-purchase consultation is designed to help you understand which services are right for your situation. You'll meet with a real expert (same as our package consultations), get personalized advice, and receive a follow-up email with our recommendation and a direct link to the best-fit package for you.

Whether pre-purchase or included with your package, you're always getting expert guidance from the same professional team.

Our Incorporation, Tax & Compliance, and Incorporation & Tax Bundle packages all include a free consultation with our experts.

If you'd like to explore your options and make an informed decision before committing to a package, you can schedule a paid consultation for $39. This session is designed to help you understand what services are best for your situation. After the consultation, you'll receive a summary email with our personalized recommendation and a link to the appropriate package.

Both consultations are conducted by the same real experts and are the same length, providing you with personalized advice to ensure you're making the right choice for your business.

We used to offer free consultations, but we found that many were canceled at the last minute, which took time away from our other clients who were serious about moving forward.

By charging a small $39 fee, we ensure that our experts' time is spent helping people who are genuinely ready to take action. The good news? If you decide to purchase a package, that consultation fee is waived — your consultation is included free of charge with your package.

Company formation is handled by our incorporation specialists, not by our tax accountants. However, our tax accountants can definitely help you decide which business structure is best for your situation and walk you through the tax implications of different entity types (LLC vs. C-Corp vs. S-Corp).

If you need help with formation, our incorporation specialists will guide you through the entire process, and they work closely with our tax team to ensure your new structure is optimized for your tax situation.