U.S. Tax Services
Clarity, Compliance, and Strategic Advantage, Built for Growth
Tax is no longer just a filing obligation. In the U.S., it directly impacts valuation, cash flow, fundraising readiness, and exit outcomes.
High growth companies face complex tax decisions long before profitability. Factalis provides proactive tax planning and compliance support designed for startups and growing businesses – helping founders minimize risk, preserve cash and stay aligned with investor expectations as they grow.
Why Strategic Tax Advisory Matters
As businesses scale, tax decisions compound quickly:
- Poor structuring limits funding and exits
- Missed credits increase effective tax rates
- Multi-state exposure creates hidden liabilities
- Founder equity mistakes become expensive later
We don’t just file returns.
We design tax strategies that support growth, transactions, and long-term value creation.
Our Services
Aligning tax strategy with growth, funding, and investor-ready execution.
Tax Planning and Structuring Advisory Services
Tax Planning for Business Structuring & Restructuring
Designing optimal entity structures aligned with fundraising, geographic expansion, and exit readiness.
International Tax
Advisory on cross-border operations, inbound/outbound structuring, and global tax efficiency.
Multi-State & International Tax Planning
Managing nexus, apportionment, and compliance exposure across U.S. states and jurisdictions.
Transfer Pricing
Defensible pricing policies for intercompany transactions aligned with OECD and IRS standards.
Tax Accounting Services
Provision support, ASC 740 alignment, and audit-ready tax accounting.
Mergers & Acquisitions Tax
Buy-side and sell-side structuring, due diligence, and post-deal integration support.
Private Company Tax Services
Tailored tax support for closely held, founder-led, and growth-stage companies.
Washington National Tax Services
Advanced technical research and interpretation for complex and high-risk tax positions.
Customs & International Trade
Duty optimization, compliance, and supply-chain-driven tax planning.
Transaction-Related Tax Advisory
Tax impact analysis for capital raises, restructurings, recapitalizations, and exits.
State and Local Tax (SALT) Services
Reducing risk and managing sales tax, income tax, and state-specific filing obligations.
Specialized & Credit-Based Services
R&D Tax Credits
Identification, documentation, and optimization of federal and state R&D credits.
Specialized Tax Services (Credits & Incentives)
Maximizing industry-specific credits and incentive programs.
Founder & Equity Compensation Tax Planning
83(b) elections, equity structuring, and tax-efficient founder compensation planning.
Business’ and Founders’ Tax Filing Services
U.S. Founders’ and Business Tax Returns (Form 1040)
Complete preparation and filing for business’ and founders’ tax returns.
Foreign Bank Account Report (FBAR)
Compliance support for reporting foreign financial accounts and assets.
Streamlined Filing / IRS Amnesty Programs
Regularizing past non-compliance through IRS-approved streamlined procedures.
ITIN Application (Form W-7)
End-to-end support for obtaining an Individual Taxpayer Identification Number.
Tax Planning and Structuring Advisory Services
Business Structuring
Designing optimal entity structures aligned with fundraising, geographic expansion, and exit readiness.
International Tax
Advisory on cross-border operations, inbound/outbound structuring, and global tax efficiency.
Multi-State Planning (SALT)
Managing nexus, apportionment, and compliance exposure across U.S. states and jurisdictions.
Transfer Pricing
Defensible pricing policies for intercompany transactions aligned with OECD and IRS standards.
Tax Accounting (ASC 740)
Provision support, ASC 740 alignment, and audit-ready tax accounting.
M&A Taz
Buy-side and sell-side structuring, due diligence, and post-deal integration support.
Private Company Services
Tailored tax support for closely held, founder-led, and growth-stage companies.
Washington National Tax
Advanced technical research and interpretation for complex and high-risk tax positions.
Customes & Trade
Duty optimization, compliance, and supply-chain-driven tax planning.
Transaction-Related Tax Advisory
Tailored tax support for closely held, founder-led, and growth-stage companies.
State & Local Tax (SALT)
Reducing risk and managing sales tax, income tax, and state-specific filing obligations.
Why
Factalis
Strategy-First Approach
We align tax decisions with business goals, not just compliance.
Founder & Investor Awareness
Built by professionals who understand fundraising, exits, and investor expectations.
Cross-Border Expertise
Strong U.S. focus with international structuring depth.
Audit-Ready Execution
Clean documentation, defensible positions, zero guesswork.
Cost-Efficient by Design
Senior-led advisory without Big-4 overhead.
Why Factalis
Strategy-First Approach
We align tax decisions with business goals, not just compliance.
Founder & Investor Aware
Built by professionals who understand fundraising, exits, and investor expectations.
Audit-Ready Execution
Clean documentation, defensible positions, zero guesswork.
Cross-Border Expertise
Strong U.S. focus with international structuring depth.
Cost-Efficient by Design
Senior-led advisory without Big-4 overhead.
Let's Connect
Schedule a confidential consultation and move forward with clarity, confidence, and control.
Join other growing companies
Let’s Build a Smarter Tax Position
Whether you’re scaling a business, planning a transaction, or managing cross-border obligations, the right tax strategy pays for itself.
