Advisory & document approval

From wanting to invest in the US to a structure in place, documents approved and taxes current.

A desk with a leather folder, a fountain pen, glasses and a cup of coffee
Scope of service

The line we never cross: we coordinate, translate, prepare, track and explain. A licensed professional advises and signs — US attorney, a certified public accountant (CPA), a Brazilian accountant.

PackagesWhat the client getsReference priceTimeline
DiagnosticA 90-minute conversation, a recommended-structure memo reviewed by the partner attorney, a Brazil and US tax exposure map, a document checklist and a cost estimate. A report, not a transaction.US$ 500 to 9001 to 2 weeks after the documents are received
Full structureCompany formation by the attorney, the company’s federal tax number (EIN), support with the individual taxpayer number (ITIN), coordination of the bank account opening — approval is the bank’s —, operating agreement, FX playbook, accountant onboarding, registered agent and a compliance calendar in place.US$ 3,500 to 6,000 plus third-party fees4 to 8 weeks after the documents are received
Ongoing supportCompliance calendar, coordination of filings in both countries with your accountant, and a quarterly meeting. We do not file your return and we do not give tax advice in your country.US$ 250 to 600 per monthRecurring

How the process moves

Every requested document has a state, and you can see yours in the portal at any time. A rejection always comes with the reason in writing — never a silent refusal.

  1. 01Pending
  2. 02Under review
  3. 03Approved
  4. 04Rejected with reason
  5. 05Done

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