Division 1
Accounting & Tax Solutions
Cheshbon Advisor Group offers a comprehensive range of services designed to support entrepreneurs, investors, and companies at every stage of their growth in the USA.
STAGE 1
US Company Formation and Structuring
We create solid, legal, and efficient business structures.
Formation in 50 States
- Technical advice to select the best state
- Formal registration
- Legal document preparation
- EIN acquisition
- Registered agent service
Legal Structure Selection
- Corporation (C-Corp / S-Corp)
- LLC (Single/Multi Member)
- Holdings
- Real Estate investment structures
Multi-Company Structures
- Separate entities per business line
- Asset separation for protection
- Advanced tax planning
- Legal liability protection
Operating Agreements and Legal Documentation
- Operating Agreement & Partnership Agreement
- Partner agreements and roles
- Banking and government documentation
STAGE 2
Accounting, Records and Financial Reports
Accuracy and organization for informed decisions.
Full Bookkeeping
- Monthly, quarterly or annual recording
- Bank and card reconciliations
- Accurate categorization
- Software implementation
Document Organization
- Invoice and contract filing
- Structured digital archive
- Data upload for financial control
Financial Reports
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
- Custom KPIs and reports
Accounting Cleanup
- Reconstruction of messy years
- Correction of previous errors
- Full fiscal period regularization
Continuous Financial Control
- Expense tracking and flow projections
- Accounts receivable/payable analysis
- Audit preparation
STAGE 3
Tax Management and Compliance
Comply with obligations and optimize your tax burden.
Tax Filings
- Federal (IRS) and state taxes
- Corporate and personal filings
- Non-resident filings
- Amendments
Strategic Tax Planning
- Maximization of deductions and credits
- State-by-state optimization
- Deferral strategies
IRS Representation
- Audit support and official notices
- Instalment Agreements
- Penalty and interest reduction
- Legal liability protection
Tax Identifications
- EIN acquisition
- ITIN Number processing
- ITIN renewals
STAGE 4
Financial Planning and Strategic Analysis
Key for scaling or organizing your current structure.
Financial Diagnosis
- Deep review of current status
- Risk and leakage identification
- Cash flow analysis
Profitability Analysis
- Evaluation per business line
- Waste identification
- Margin optimization
Projections and Scenarios
- Financial models for investors
- Annual growth projections
- Stress scenarios
STAGE 5
Special International Services
For those looking to enter or operate in the USA.
Market Entry Consulting
- Tax evaluation for foreigners
- Legal entry requirements
- Recommended corporate structure
Due Diligence
- Deep financial info review
- Asset/Liability validation
- Admin audit
Regulatory Compliance
- FDA, USDA, and Customs advice
- Import process optimization
- Packaging review
STAGE 6
Complementary Corporate Services
Key for scaling or organizing your current structure.
Notary and Registered Agent
- Notarizations and Apostilles
- Permanent Registered Agent service
- Official mail management
Payroll
- Salary calculation
- W-2 and 1099 prep
- Labor compliance
Sales Tax
- State registration
- Monthly/Quarterly filings
- Collection audit
Licenses and Business Plans
- Professional Business Plans for Visas
- Business Tax Receipt (BTR)
- County and State permits
