Inquiry

Step 1 of 5

Before your call

A few questions so we arrive prepared and spend the call on your situation, not on paperwork. Skip anything you're unsure about.

First name *

Please add your first name.

Last name *

Please add your last name.

Email *

Please add a valid email address.

Phone

Company nameOr the planned name

Your home country

Preferred language

Industry

How did you hear about us?

Step 2 of 5

Your US company

Where things stand today. "Not sure" is a fine answer.

Where is your US company today?

Your home stateChosen or planned

Company type

Do you already have…

An EIN (US tax ID for the company)

A registered agent

A US business address

Does the person responsible for the company (CEO, President, CFO, etc.) have a US Social Security Number (SSN)? Yes or no only. Please don't enter the number.

Are any of the owners US citizens or green card holders?

Is there a related company outside the US?A parent, holding or sister company

Step 3 of 5

Paying people

Your plans for the next 12 months.

Will you pay anyone in the US in the next 12 months?

How many employees in the first year? *

Choose how many employees you expect, so we can plan payroll with you.

Step 4 of 5

Selling

What you sell and where your customers are.

What do you sell?Choose all that apply

How do you sell?Choose all that apply

Where are your customers?

Step 5 of 5

Your numbers and setup

Rough numbers are fine. We'll go through the detail together.

Expected US revenue in the next 12 months

Invoices you send each monthSales invoices, recurring billing, subscriptions

Skipped

Bills and expenses you receive each monthRent, subscriptions, suppliers, contractors

Skipped

Currencies you work in

Inventory to track?

Accounting softwareChoose all that apply

Your books today

Do you have an accountant or bookkeeper today?

What's your next big step?Choose all that apply

Roughly when?

When would you like to get started with us?

Anything else you'd like us to know?

Please complete the security check.

Your answers didn't send. Please try again, or email inquiry@ib-cpa.com.

All done

Thank you.

We'll review your answers before the call.

What happens next

Watch for our email. We'll confirm your call time at your email address.
Have your documents handy if you have them. Formation documents, EIN letter, or a recent bank statement help. None are required.
Bring your questions. The call is about your situation.