Application Required — Only Qualified Founders Are Accepted
Build the Wealth, Structures, & Tax Efficiency Your Business Actually Deserves
We engineer compliant, high-performance U.S. structures for entrepreneurs, investors, and international founders who need precision strategy, not basic tax prep.
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Who This Application Is For?
This intake is designed specifically for
High-Income Earners
Entrepreneurs and investors who are actively scaling and need entity-level planning, U.S. tax strategy, and multi-entity setups.
International Founders
Non-U.S. owners who require compliant structures, treaty optimization, and guidance opening U.S. banking, forming entities, and meeting U.S. reporting rules.
Business Owners Who Need More Than a Tax Return
Our clients need strategy, not last-minute April filings. They need compliance + bookkeeping + advisory working together not fractured services.
If your situation requires multi-entity strategy, investor-level planning, advanced compliance, or estate structures…
You’re exactly who we serve.
To qualify for our higher-level programs and investor planning, you must meet at least one of the following
Generating consistent revenue and ready to structure or restructure your business
Operating or planning to operate multiple entities (domestic or international)
Planning to invest or scale inside the U.S. market
Holding or pursuing visa-compatible business structures
Managing significant personal or business assets requiring protection
Preparing for estate, succession, or generational planning
Minimum Requirements
We never push you into the wrong package.
You get placed where the strategy actually works.
OUR SERVICES
What Qualified Applicants Get Access To
Depending on your plan, accepted clients receive:
STARTER PLAN For Single-Entity Operators
Designed for entrepreneurs who want a foundational U.S. structure built correctly from Day 1
You get:
Custom entity planning (LLC or C-Corp)
U.S. tax treaty optimization
Intercompany guidance (foreign parent vs U.S. entity)
Banking setup support
A complete Tax Strategy Blueprint
Plus:
Annual compliance, filings, business tax returns
BOI, BE-12 (if applicable), registered agent
Monthly bookkeeping (up to 100 transactions)
INVESTOR PLAN For Multi-Entity & Growth-Focused Clients
Built for investors, e-commerce operators, multi-state businesses, and founders with complex structures.
You get everything in the Starter Plan plus:
Multi-entity structuring (holding + operating)
Multi-state nexus support
Transfer pricing & intercompany planning
Visa-compatible entity design
Advanced compliance for multiple companies
Business + personal tax returns
Built-in tax planning + audit protection
Monthly bookkeeping up to 300 transactions
Quarterly financial reviews
BUSINESS & ESTATE PLANNING For High-Net-Worth & Generational Wealth Clients
This level is for individuals who need full-scale asset protection, estate planning, multi-entity alignment, and cross-border wealth preservation.
You get:
Trust creation
Advanced entity + estate planning
U.S. real estate structuring
Succession planning
Quarterly advisory
A full Business & Estate Planning Blueprint
Multi-entity compliance
Complex personal filings (including capital gains)
VIP audit protection
Governance support for every entity
VIP WhatsApp advisory access
Why We Screen So Carefully
Because these aren’t simple services.
They are long-term tax, legal, and financial frameworks that impact:
Your liability
Your investment capability
Your visa eligibility
Your tax exposure
Your asset protection
Your entire wealth trajectory
Placing someone into the wrong structure can do more harm than good and we refuse to compromise.
Our approval process ensures you’re matched with the exact plan your situation requires.
HOW IT WORKS
How Our Approval Process Works
We only accept clients we can strategically transform. Every application is reviewed to ensure you’re placed in the exact plan your situation requires.
1. Submit Your Application
Tell us about your business, structure, revenue, and goals so we can assess your fit accurately.
2. Get Professionally Screened
We review your details to determine whether your situation qualifies for advanced structuring and strategic planning.
3. Receive Your Path Forward
If you’re a fit, you gain access to elite-level strategy.
If not, we redirect you to the correct department for your stage — no wrong placements, ever.
Proceed Below Only If You Believe You Qualify
If you’re ready for compliant, optimized, wealth-focused U.S. structuring
