Most founders start here
Diagnostic for First-Time Filers / Not Sure Yet
If this is your first year owning a US LLC and you’re not sure what applies to you, start here.
Start Here bundle
$275one-time
Secure payment by Stripe. Work starts once you send your documents.
What’s included
Everything below is covered by the price above.
1
Diagnostic Bundle
All 5 assessments (1040-NR, BOI, sales tax nexus, 1099-NEC, foreign qualification), answered in 24 to 48 hours.
2
Credited Toward Your Filing
The diagnostic price is credited toward any filing work if you proceed within 30 days.
What you send me
Uploaded to your secure Canopy portal- Your LLC’s formation documents (Articles of Organization or Certificate of Formation)
- Your EIN confirmation letter, if you have one
- A general description of your business activity and where you operate
- Any prior year filings, if this isn’t your first year owning the LLC
What you get back
Delivered and explained- A written assessment covering all 5 areas: Form 5472 obligation, 1040-NR requirement, BOI exemption status, sales tax nexus, and 1099-NEC obligations
- A clear next-step recommendation for each area that applies to you
TimelineDelivered within 24 to 48 hours of submitting your intake form.
Other start here bundles
Not quite your situation? These are close.
How it works
Four steps at your pace, no call to book. You always know the price before anything starts.
