E2VisaCPA

About E2VisaCPA

This Houston practice concentrates entirely on foreign investors who hold, or are applying for, the E-2 treaty investor visa. It is run by a U.S.-licensed CPA and IRS Enrolled Agent with more than eighteen years in accounting and tax, who is himself an E-2 holder and business owner. The firm positions itself as the financial counterpart to immigration counsel, preparing the numbers that consular and immigration reviewers examine and explicitly leaving legal advice to attorneys. Its clients include first-time applicants, entrepreneurs launching a new US company, buyers of existing businesses and holders preparing renewals. Work spans the whole visa lifecycle, from structuring the initial investment and projections through bookkeeping, payroll and tax filings to international reporting. The website is English-only and publishes no fee schedule.

Services

Start-up advisory covers entity and state selection, ownership and control structuring, EIN registration, review of operating agreements and capitalization set-up. Application-stage work includes five-year financial projections, source-of-funds and net-worth analysis, bank-trail documentation and valuation or due diligence for business purchases. After launch the firm provides monthly bookkeeping and financial statements, payroll set-up with worker classification and payroll tax filings, federal and multi-state tax returns, FBAR, FATCA and foreign-entity reporting, renewal financial reviews and IRS representation.

• ✕ Company formation: not listed
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✓ Payroll: offered
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed

Licences and registrations

• U.S.-licensed CPA
• IRS Enrolled Agent

As declared by the firm. Check a licence with the regulator before you rely on it.