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Check Your U.S. Corporate Tax Filing Requirement 

Please provide a few details about your U.S. Corporate.

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We'll assess your filing requirements, identify any additional compliance obligations, and recommend the appropriate service package and pricing.

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Entity Profile
1. What is your U.S. Entity Type?
2. How is your LLC classified for U.S. federal tax purposes?
Foreign ownership
3. Does any one foreign person or entity own 25% or more of your company?
Annual Gross Revenue
4. What was the company's approximate gross revenue for the year?
4.1 Did the business have any financial activity during the year?
4.2 What financial activity occurred during the year? Select all that apply.
Tax Ready Financial Statement
5. Are your financial statement tax-ready for U.S. corporate filing?
5.1 Business Type
5.2 Approximate Annual transaction volume （Sales, Purchases, Expenses, etc.)
5.3 Does your business sell physical products, even if year-end inventory is zero?
5.4 Number of E-commerce Sales Platforms/Online Stores, e.g., Shopify, Amazon, Walmart, TikTok Shop
5.5 Number of Business Bank Accounts / Credit Card held in the company's name
5.6 Number of Payment Processors / Collection Platform e.g., Stripe, Paypal

Additional Notes / Special Filing Needs

 

If your company has any special tax or accounting needs, such as prior-year cleanup, multi-state filings, amended returns, IRS notices, or other non-standard filing matters.


We will review your notes and follow up if additional scope review is required. please describe them below.

Your Filing Recommendation

Thank you for completing the Free Pre-Assessment Form.
Based on the information you provided, we have identified your recommended filing path.
Final filing requirements will be confirmed by a licensed U.S. CPA. 

Company Profile.png
Company Profile

Entity Type

LLC Classification  

  [resultEntityType]

[resultLlcClassification]

Ownership 

Annual Revenue  

 [resultOwnership]

 [resultRevenue]

TRFS
Tax-Ready Financial Statements （TRFS）

Financial Status  

 [resultFinancialStatus]

BusinessType      

 [resultBusinessType]

TransactionVolume

[resultTransactionVolume]

Inventory        

  [resultInventory]

SalesChannels   

[resultSalesChannels]

BankAccounts

PaymentProcessors 

 [resultBankAccounts]

 [resultPaymentProcessors]

Form 1120
Filing Requirement

Entity Classification

C Corporation / LLC Taxed as C Corporation

Ownership

U..S.-Owned 

Financial Statement Readiness

Tax Ready Financial Statements (TRFS) Available

Required Filing

Form 1120

U.S. Corporation Income Tax Return

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Filing Requirement

Entity Classification

C Corporation / LLC Taxed as C Corporation

Ownership

U..S.-Owned

Financial Statement Readiness

Tax Ready Financial Statements (TRFS) Required

Recommended Filing Path

Tax-Ready Financial Statements (TRFS)

Prepare your financial statements for tax filing

Form 1120

U.S. Corporation Income Tax Return

filling.png
Filing Requirement

Entity Classification

C Corporation / LLC Taxed as C Corporation

Ownership

Foreign-Owned

Financial Statement Readiness

Tax Ready Financial Statements (TRFS) Available

Recommended Filing Path

Form 1120

U.S. Corporation Income Tax Return

Form 5472

Information Return of a 25% Foreign-Owned U.S. Corporation

filling.png
Filing Requirement

Entity Classification

C Corporation / LLC Taxed as C Corporation

Ownership

Foreign-Owned 

Financial Statement Readiness

Tax Ready Financial Statements (TRFS) Required

Recommended Filing Path

Tax Ready Financial Statements (TRFS)

Prepare your financial statements for tax filing

Form 1120

U.S. Corporation Income Tax Return

Form 5472

Information Return of a 25% Foreign-Owned U.S. Corporation

filling.png
Filing Requirement

Entity Classification

C Corporation / LLC Taxed as C Corporation

Ownership

U.S.-Owned

Revenue Status

Zero Revenue / Pre-Revenue

This category includes newly formed businesses and companies that are still in the start up phase.

Although no revenue has been generated, financial activity may still require review before tax filing

Financial Activity Review

If financial activity occurred, relevant expenses, funding, assets, and account records may need review before tax filing.

Recommended Filing Path

Financial Records Review

Review financial records relevant to the tax filing, if any financial activity occurred.

Form 1120

U.S. Corporation Income Tax Return

Service Note

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Zero revenue alone does not determine whether TRFS is required. If the records provided show financial activity that requires statement preparation, we will confirm the scope and any additional TRFS fee before work begins.

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Filing Requirement

Entity Classification

C Corporation / LLC Taxed as C Corporation

Ownership

Foreign-Owned 

Revenue Status

Zero Revenue / Pre-Revenue

Although no revenue has been generated, financial activity may still require review before tax filing

Financial Activity Review

Startup costs, business expenses, and shareholder funding should be reviewed before tax filing. 

Recommended Filing Path

Financial Records Review

Review startup costs, business expense, and shareholder funding.

Form 1120

U.S. Corporation Income Tax Return

Form 5472

Information Return of a 25% Foreign-Owned U.S. Corporation

Service Note

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Simple start up activity may be included as part of your tax filing service.

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If additional financial statement preparation is required, we will recommend the appropriate TRFS service before work begins.

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CPA Assessment Required

Annual Revenue Over $10 Million

Assessment Status

Individual Assessment Required​

Why an Assessment Is Required

Businesses with annual revenue over $10 million often have additional federal, state, and financial reporting requirements. An individual review before a filing plan is recommended,

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Next Step​

We have received your submission.

Your assessment has been received.

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We’ll review your submission and email you within 1 business day with the recommended service, pricing (if applicable), and next steps.

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Filing Requirement

Entity Classification

Single Member U.S.-Owned LLC

Ownership

U.S. Owned

Service Status

Currently Outside Our Standard Service Scope

Potential Filing Requirement

Form 1040

U.S. Individual Income Tax Return

CrossBorderstax currently focuses on Form 1120 corporate tax filings and does not offer individual tax return preparation.

Form 5472
Filing Requirement

Entity Classification

Single Member Foreign-Owned LLC Corporation

Ownership

Foreign-Owned 

Recommended Filing Path

Pro-Forma Form 1120

U.S. Corporation Income Tax Return

Form 5472

Information Return of a 25% Foreign-Owned U.S. Corporation

filling.png
Filing Requirement

Entity Classification

Multi-Member LLC 

Generally Taxed as a Partnership

Service Status

Currently Outside Our Standard Service Scope

Potential Filing Requirement

Form 1065

U.S. Return of Partnership Income

CrossBorderstax currently focuses on Form 1120 corporate tax filings and does not currently offer Form 1065 partnership tax return preparation.

Your Recommended Service Package

Ready for Tax Filing

We will confirm your financial records and filing scope during intake.

Tax Filing Package 

U.S. Corporation Tax Filing  One-Time Service Fee 

 [taxOnlyFilingPrice]

Your quoted amount covers the stated scope.

Additional services require your approval.

Tax Filing Package Included:

  • ​Federal Corporate Tax Return (Form 1120)

  • One ​Registered State Tax Return

  • ​Form 5472, (if applicable)

  • Applicable tax schedules 

  • Extension (if applicable)

  • CPA-level compliance review

  • Filing confirmation documentation

CPA Assurance

​Your final filing requirements and tax return will be reviewed by a licensed U.S. CPA before submission to the IRS. AI supports the process. Professional judgement ensures compliance. 

Your Recommended Service Package

Step 1:

Tax-Ready Financial Statements Service (TRFS)

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​Step 2:

U.S. Corporation Tax Filing Service​​​​​​​

Total Service Fee       

[bundleTrfsPrice]

 [bundleFilingPrice]

   [bundleTotalPrice]

Your quoted amount covers the stated scope.

Additional services require your approval.

TRFS and Tax Filing are priced separately and paid together in one secure checkout.

No Tax-Ready Financial Statements Yet? No Problem.

 

Our end-to-end Tax-Ready Financial Statement + Tax Filing Service turns your financial records into tax-ready financial statements and prepares your business tax return based on applicable filing requirements.

Tax-Ready Financial Statements Service Included:

  • Tax-Ready Financial Statements

  • Tax Classification & Reconciliation

  • CPA Reviewed Financial Statements

  • U.S. Tax Filing-Ready Financial Package

Tax Filing Package Included:

  • ​Federal Corporate Tax Return (Form 1120)

  • One ​Registered State Tax Return

  • ​Form 5472, (if applicable)

  • Applicable Tax Schedules 

  • Extension (if applicable)

  • CPA-Level Compliance Review

  • Filing Confirmation Documentation

CPA Assurance

​Your final filing requirements and tax return will be reviewed by a licensed U.S. CPA before submission to the IRS. AI supports the process. Professional judgement ensures compliance. 

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