GlobalX Advisors

US Tax Planning

Tax Planning & Filings
in the United States

Optimize your tax strategy with professional planning, timely filings, and full compliance to support your business growth.

Plan my filingsHow it works

Streamlined process

How we handle your tax filings

  1. Step 01

    Data & Doc Collection

    Secure onboarding portal to gather financial statements, prior filings, and revenue records.

    You · Statements and prior returns

  2. Step 02

    Deduction Strategy

    CPAs analyze expenses to legally optimize business write-offs and tax liabilities.

    Us · Every deduction tested

  3. Step 03

    IRS Draft Preparation

    Creation and internal audit check of state and federal returns prior to final submission.

    Us · Drafted and reviewed twice

  4. Step 04

    E-Filing & Support

    Direct submission to the IRS with confirmation receipt and ongoing audit safeguard.

    Done · Filed with a receipt

Read full guide

United States business structures

The structure you file under sets the rate and the form

  • C Corp

    Most common

    The most common type of corporate entity operating within the United States.

    Tax Rate
    Corporate Tax
    Key Filings
    Form 1120

  • S Corp

    Restricted ownership

    Pass-through tax entity subject to strict ownership and shareholder restrictions.

    Tax Rate
    Personal Income Tax
    Key Filings
    Form 1120-S

  • LLC

    Most flexible

    Flexible business model offering operational simplicity and liability protection.

    Tax Rate
    Pass-Through / Varies
    Key Filings
    Form 1040, 1065, 1120, 1120-S

  • Sole Proprietorship

    Unincorporated

    Default structure for individual business owners operating without incorporation.

    Tax Rate
    Personal + Self-Employment
    Key Filings
    Form 1040 (Schedule C)

  • Nonprofit

    Tax exempt

    Tax-exempt organization operating for public benefit under strict regulatory criteria.

    Tax Rate
    Tax-Exempt
    Key Filings
    Form 990

  • Partnership

    Two or more owners

    Unincorporated structure where business revenue passes directly to partners.

    Tax Rate
    Personal + Self-Employment
    Key Filings
    Form 1065

Documents

What we need from you

Send these through the portal and we can start on the return the same week.

  1. Last year's federal and state returns, however they were filed
  2. Profit and loss and balance sheet for the year, or the books we can build them from
  3. Bank and credit card statements for every business account
  4. Payroll reports, and 1099s issued or received
  5. Fixed asset purchases, loan documents, and anything bought on finance

Missing one of them? Send what you have. We will tell you what is still outstanding well before the deadline, not the week it falls due.

Frequently asked

Common questions

The six we are asked before almost every US filing season, resident and not.

It follows how much you earn, who owns the business, and whether you are a US person. A single owner with modest profit is usually fine as a disregarded LLC. Once profit is high enough that self-employment tax hurts, an S corporation election often pays for itself, but it is closed to non-resident owners. A C corporation is the answer when outside investment is coming. We model the actual numbers rather than guessing from the shape of the business.

Get the return filed once, and correctly

One team from the first statement to the confirmation receipt: the deductions, the federal and state returns, the quarterly number, and whoever answers the IRS if it writes. No handing you a PDF in April and going quiet.

Start your filing
A team working together around a table in an open-plan office

Start your filing

Tell us the year and we'll take the return

Send the details below and a preparer picks it up the same working day. Nothing is filed until you have seen the return and signed off on it.

  • Federal and state handled together, not billed as two jobs
  • The forms your structure actually owes, checked before filing
  • Extensions filed on time if the records are not ready
  • Prior-year returns reviewed if something looks wrong

Get started on your taxes

Share the basics below and we'll follow up to collect documents securely.

We reply within one business day. No marketing lists.