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Expansion Ecosystem

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Peace of Mind Lite Package

If you want to focus on what you do best and leave all the details to us, this is the solution for you. Our expansion ecosystem includes all the services listed below (and more) and will have you up and running, ready to get paid right away.

Your dedicated customer success representative will reach out immediately after completing this process.

Find below the list of services, generally in the order that they are delivered. If you need help with something not listed, just let us know.

  • Expansion Strategy Call and Advices – Tax Optimization Strategies

  • Express Company Formation + registered agent

  • Express Tax (EIN) Number Registration

  • Global Social Security Number (ITIN)

  • Legal Documents – Operating Agreements etc

  • Miami Mailing Address and mail forwarding

  • Assistance with US Bank Account Opening – Online or in person

  • Assistance with payment processors – Stripe / Paypal

  • Assistance with US Payroll Registration and Setup (as applies)

  • Resale certificate application and support (1 state)

  • New Investment Review and Strategy Call – (get a call with a senior expert when you are planning to invest in US)

  • Free US Immigration Attorney Expert Consultation

  • Free Advanced Asset Protection Call with our Attorney Specialist

  • Free Expert Marketing Strategy Session

  • AND SO MUCH MORE

Here is what is required from you

  • Have a copy of your passport ready

  • Schedule a quick 15 minute call with your dedicated success representative to kickstart the process.

  • ​Receive the legal documents once the process is finished.

Here is what we do

  • ​We review your information and discuss internally to confirm your strategy

  • ​We register the company in the appropriate jurisdiction - we check the name availability and processing times

  • ​Rapid Employer Identification Number (EIN) Delivery - We use our custom process that allows us to get this quick

  • ​Our attorneys prepare the required legal documents for each client

  • ​We prepare the ITIN application and organize the signatures and delivery to the IRS

  • ​We work with you to get your bank accounts open

  • ​We work with you to get approved for payment processors

  • ​Our mail team will arrange the forwarding of your debit cards along with any other mail

  • ​​IRS relationship support - We receive and advise on any IRS notices that may arrive

  • ​We are always looking for new tech or financial solutions that may be useful for our clients

  • ​We continue to stay aware of any tax law changes to accurately advise our clients

Here's what you get

  • Custom expansion strategy - Don't know what kind of company to open? We help you grow your business based on your business needs

  • Tax game plan - Not sure what you are allowed to do with your US company? We explain exactly how to operate and use your new entity to minimize tax exposure.

  • ​Dedicated customer success manager - Have a question? Contact us for anything that comes up.

  • Proprietary 5 day entity registration package - Want your company setup documents in record time? Our process delivers the company documents, EIN letter and legal documents within 5 days.

  • US Bank Accounts - Do you want accounts in USD in US banks? - We support you to open and manage both online and physical bank accounts (Chase and Bank of America)

  • Payment processors - Want more clients? We help you get paid in a variety of ways (Paypal, Stripe, Zelle etc)

  • Secure US Mailing Address and dedicated mail support - ​Do you need a US address and someone to open you mail? This is what we do

  • Resale Certificate - Sell physical products and need a resale certificate to save on sales taxes? We will register in the state and get this for you with no issues (as needed).

  • Global Social Security Number (ITIN) - Do you want to start building credit and have access to platforms not available without it? Our certified acceptance agents will get your ITIN as quick as possible.

  • ​Credit building course - we show you how to build your credit in the US (Coming 2022)

  • ​IRS Relationship Management - Worried about getting a nasty letter from the IRS in the mail? Not your problem anymore. We will send you any notices with suggested solutions so you don't have to worry about this.

  • US Brokerage Account - Optional - Do you want to invest in the US stock market? We can help you open a US Brokerage account to trade the US market like a US trader (Talk to success rep for details)

  • ​Ongoing strategic growth support - got a new business idea? Ask us so we can save you time, money and effort.

  • ​Real estate investment support - Considering investing in US real estate? Our team of experts will advise how to safely structure your investment to protect you legally and make sure you pay the least amount of taxes possible.

  • Access to the James Baker Rolodex - Looking for a partner, supplier or service provider? James has vetted providers in a variety of industries and you get access to our latest information based on your needs.

  • Total Peace of Mind - Worried about getting lost or confused? We care so much about your success, that even on the stuff you are supposed to do by yourself; we work with you so you are never lost in the process.

And since you are getting the FULL package you also receive

  • Annual Business Accounting – Base service

  • Annual Tax Compliance (base Form 5472, 1065 or 1120)

  • IRS Tax Notice Response and Advisory (we will receive and respond)

  • Annual End of Year tax/business strategy call with James Baker

If you are ready to get started,
you can complete your payment below

If you need a different service or bundle, or if you have a different method for payment as cryptocurrency, do not hesitate to reach us at...