At Optimus Tax & Accounting LLP, we go beyond compliance. We provide strategic financial and advisory services designed for US clients, foreign nationals, and cross-border businesses — particularly those operating between India/Global and the US. From LLC formation to tax audit defence, our CPA-led team delivers end-to-end support that protects your financial position and drives smarter business decisions.
Global nationals and NRIs setting up or operating US businesses
India-based / Global companies with US clients, employees, or revenue
US businesses with Indian operations or cross-border transactions
Startups and entrepreneurs forming their first US LLC
Growing businesses needing tax planning and financial advisory support
Companies facing IRS audits or tax compliance reviews
CFOs and finance teams needing tax provision and financial reporting support
Our Financial & Advisory Services
01
US LLC Formation & Complete Business Setup Support
New LLC formation — Single-Member and Multi-Member structures
Articles of Organization filing and state registration support
EIN (Employer Identification Number) application with the IRS
Operating Agreement drafting guidance and review support
Business bank account setup advisory
Registered agent and compliance calendar setup
State-specific compliance requirements and annual report filings
Business structure advisory — LLC vs S-Corp vs C-Corp comparison
Foreign national LLC formation with full compliance setup
02
Financial & Tax Planning Advisory
Proactive tax planning to minimize annual tax liability
Entity structure optimization for maximum tax efficiency
Timing strategies for income, deductions, and investments
Retirement planning — SEP IRA, Solo 401(k), and SIMPLE IRA strategies
Capital gains planning and investment tax optimization
Multi-year tax projection and cash flow planning
Business expansion planning with tax impact analysis
Year-round advisory — not just filing season support
03
Tax Provisioning Support
Current and deferred tax provision calculations (ASC 740)
Quarterly and annual tax provision preparation
Effective tax rate analysis and reconciliation
Uncertain tax position (UTP) identification and documentation
Tax provision workpaper preparation for CPA and auditor review
Support for businesses undergoing financial statement audits
Coordination with external auditors for seamless provision review
04
Tax Audit Support & IRS Defence
IRS examination and audit response preparation
Documentation organization and workpaper compilation
Federal and state tax audit support across all entity types
Audit risk assessment and pre-audit preparation
IRS notice response and correspondence management
Penalty abatement request preparation and support
Representation support coordination for your CPA or tax attorney
05
Cross-Border Accounting & Tax Advisory — Global & US
Complete cross-border tax compliance for Global nationals with US business presence
US nexus determination for Global-based businesses operating in the US
Federal and state income tax filing for non-US residents with US-sourced income
FBAR (FinCEN 114) and Form 8938 foreign asset reporting
Form 5471 and Form 5472 — foreign corporation reporting compliance
US-Nation Specific tax treaty analysis and benefit optimization
Transfer pricing documentation and advisory support
Withholding tax compliance — ECI and FDAP income reporting
Foreign tax credit planning to eliminate double taxation
India/Global-to-US business structuring and entity setup advisory
ITIN application support for non-US residents
Repatriation planning and cross-border cash flow optimization
06
Financial Reporting & Accuracy Support
US GAAP-aligned financial statement preparation
Monthly and quarterly management reporting
Profit & Loss, Balance Sheet, and Cash Flow statement preparation
Financial reconciliations and variance analysis
Audit-ready financial records maintained throughout the year
Controller-level financial oversight for growing businesses
KPI reporting and financial dashboard support
Cross-Border Advantage
One firm. Both sides of the border. Complete financial clarity.
Navigating the Global-US tax landscape requires specialized knowledge of both countries' regulations, treaties, and reporting requirements. Optimus brings that expertise together — helping Global entrepreneurs, NRIs, and cross-border businesses stay fully compliant on both sides while optimizing their global tax position.
Why Optimus
Why choose Optimus?
CPA-led advisory — not just compliance, but strategic financial guidance.
Deep expertise in US-Global cross-border tax and financial structuring.
End-to-end support from business formation to ongoing compliance.
Proactive approach — risks and opportunities identified before they become problems.
Secure, confidential handling of all financial and legal documentation.
Competitive offshore pricing for premium advisory-level service.
Dedicated relationship manager for every client engagement.
