A first US filing year
Setup, books, and the federal return are sequenced. The company-incorporation page is the setup route.
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US Tax Planning & Compliance
US tax services for startups
US federal, state, payroll, and sales-tax compliance for startups, built from the filings AT&F already offers.
The value
US startup tax is a map of filings the company already has, not a separate product.
Connect the federal return, state returns, payroll, sales tax, and first-year setup into one US compliance map, using only the services AT&F already offers.
A one-page map of which US filings are in view
Links to the service page for each of those filings
A path for a foreign founder into Form 5472, the FBAR page, and company setup
A quote conversation instead of a published price
Typical scope
The services on this site that a startup engagement can include.
The final engagement is tailored to your facts. These are the core workstreams we use to define a useful, responsible scope.
01
Federal income-tax returns
02
State income-tax returns where the footprint requires them
03
Payroll tax filings for US employers
04
Sales-tax data, registration workflow, and returns
05
Income-tax planning tied to a real decision
06
Company-incorporation coordination
Where this fits
Situations this page is written for.
A startup selling in more than one state
Sales-tax nexus and the sales-tax filing page are the next reading. Thresholds are not reprinted here.
A foreign founder of a US company
Form 5472 may apply. The Form 5472 page and the foreign-ownership article are the place to start. This page does not add R&D credit, Section 174, or Form 1120-F as services.
How the engagement moves
From the entity and the year to the filings in scope.
- 1→
List the filings
Federal, state, payroll, sales tax, and setup. Each row is a service that already has a page.
- 2→
Drop what is not demonstrated
If a credit or a form is not on this site as a service, it is not added here.
- 3→
Assign the records
Books, payroll reports, and sales reports are matched to the filing that needs them.
- 4
Quote the work
Book a free call to get a quote. Fees are not on this page.
What to have ready
A better start begins with the right information.
The entity type and where it was formed
Where founders and employees live and work
How you sell, and in which states customers are
Whether any owner is a foreign person
What you can expect
Useful work products, not just activity.
A compliance map for the year
Scopes that point at the underlying service pages
A document list
A written quote after the call, if you want to proceed
Common questions
Before we begin.
The quickest way to get a firm answer is to share the facts that make your situation different.
Is this an India startup-tax page?+
No. Every heading on this page is US federal or US state tax. India-side work is on the FEMA page.
Do you claim the R&D credit?+
No. That is not a service on this site.
What should we do after a funding round?+
Read the finance-priorities article, then use the call to see which of the filings on this page the round actually changed.
Do you publish a fee?+
No. Book a free call to get a quote.
The firm
A Delaware-licensed CPA practice, with a Dover headquarters.
Sagar Bajaj, Founder and CEO. Practicing CPA in the United States and Australia. License No. CA-0014602, issued by Delaware. The engagement lead for a particular matter is confirmed before work starts.
Book a free call to get a quote- Headquarters
- 8 The Green, Ste D, Dover, Kent DE 19901
- License
- License No. CA-0014602, issued by Delaware
- People
- Meet the team
Related tax work
Pages that sit next to this filing.
These are separate services. A call confirms which ones apply to your facts.
Federal income tax
Return preparation, review, and e-filing for the federal year.
Read the pageState income tax
State returns where residence, work, or business activity creates a filing question.
Read the pageSales tax
Data, registration, and return workflow for sellers across US states.
Read the pagePayroll tax
Filing calendars and supporting records for US employers.
Read the pageTax planning
A practical review of federal and state considerations before the year closes.
Read the pageForm 5472
Information reporting for foreign-owned US companies, with a pro forma Form 1120 where required.
Read the pageFBAR and FATCA
FinCEN Form 114 and Form 8938, which are separate filings.
Read the pageNRI US tax filing
Form 1040-NR or Form 1040, depending on the residency facts.
Read the pageIndia and FEMA
India-side compliance, including FEMA, coordinated with the US filings.
Read the pageTax for individuals
A starting point for people with US, NRI, or cross-border facts.
Read the pageAll tax services
The tax hub, with every filing page in one place.
Read the pageUS tax for international founders
Form 5472, FBAR, NRI filing, India and FEMA, and startup tax in one place.
Read the pageUseful reading
Keep the next decision connected to the facts.
Practical perspectives that may help frame the next question. They are general information, not advice based on your particular records, facts or current rules.
Tax
Preparing a US business for tax season: a practical records checklist
A general preparation framework for business owners who want fewer surprises, clearer inputs and better questions before filing work begins.
Read articleBusiness advisory
After a funding round: finance priorities for the first 90 days
A practical framework for founders who want their new capital, operating plan, reporting and cash decisions to stay connected after the announcement.
Read articleTax
Sales-tax data readiness: build the filing process before the return is due
A practical operating checklist for connecting sales systems, customer locations, exemptions, reconciliations and filing ownership before the reporting deadline arrives.
Read articleStart with a conversation
Let’s define the right next step.
This page is general information, not personal tax, legal, or accounting advice. Who must file, and any penalty or due date, depends on the facts and on the current IRS, FinCEN, or Reserve Bank of India instructions. Check those sources, or book a call, before you file or pay.