Finops Client Onboarding Logo

  • Finops.Company Client Onboarding

  • 👋 Welcome to FinOps.Company

    We’re excited to learn more about your company. This form helps us tailor our financial services to your specific needs.

    Why we ask for details

    • To understand your business structure
    • To design customized financial solutions
    • To support your growth goals from day one

    How we use your information

    • To streamline your onboarding process
    • To ensure accurate setup and compliance
    • To provide relevant financial insights from the start

    🔒 Confidentiality

    Your information is kept strictly confidential and will be used only for onboarding and service planning purposes.

    🚀 Getting started

    Please complete the form as thoroughly as possible. The more details you provide, the faster and smoother your onboarding will be. Together, we’ll build a strong financial foundation for your success.

  • 💼 Business Operations

    This section gives us insight into your company’s core activities and growth stage. By understanding your industry, product, team size, and current operations, we can better align our financial strategy and support with your business model.

    Please provide a brief overview of what your company does and where you are in your journey — from pre-revenue to scaling.

  • 🏢 Multi-Entity Structure

    If your business operates through more than one legal entity—such as subsidiaries, international branches, or affiliated companies—it may require consolidated reporting, intercompany tracking, and additional compliance steps.

    Please indicate if this applies to your structure.

  • 📊 Financial Setup

    This section helps us understand your current financial systems and processes. Please provide details about your accounting tools, internal team structure, and existing financial workflows.

    Examples include:

    • Accounting platform (e.g., QuickBooks Online, Xero, NetSuite)
    • In-house vs. outsourced accounting team
    • Use of budgeting or forecasting models
    • Financial reports prepared for founders or investors
    • Any existing tax or audit support

    This allows us to assess your current setup and identify where our services can bring the most value.

  • 0/0

  • 🎯 Goals & Priorities

    Help us understand what matters most to your business right now. Share your top financial priorities, key challenges, and the outcomes you’d like to achieve in the next 6–12 months.

    This allows us to align our support with your strategic goals.

  • What are your top 3 goals for the next 6-12 months?

    Goal 1:      
    Goal 2:      
    Goal 3:      

  • 🔐 Compliance & Legal

    We need to understand your current compliance landscape to ensure accurate support and avoid regulatory risks.

    Please let us know if your company:

    • Operates in multiple countries and requires international tax reporting
    • Has upcoming tax deadlines (e.g., Form 1120, 5472, 5471)
    • Needs to comply with Delaware franchise tax or state annual reports
    • Handles employee stock options or investor compliance filings
    • Is undergoing or preparing for an audit or due diligence review
    • Your current issue

    Sharing this information helps us proactively manage compliance and minimize exposure to penalties or delays.

  • Finops.Company

    US Company Registration Request

  • 📑 Why We Collect This Information

    We collect the information in this form to assist with registering your company in the United States, including name availability checks, required filings, and optional services such as registered agent setup or EIN application.

    Please note that registration is not the same as legal formation. Formation involves preparing legal documents such as Articles of Incorporation, Operating Agreements, or Bylaws, which may have legal and financial consequences. With your package, we will provide standard templates of commonly used formation documents. You are welcome to use them at your discretion, but we encourage you to consult a licensed attorney to ensure the documents are properly customized for your specific business structure and goals.

    By using our templates, you acknowledge that they are not legal advice and that any modifications or use are done at your own risk. We are not liable for legal outcomes arising from the use of these documents without independent legal review.

    All information you provide will be used solely to complete your registration and fulfill selected services. Your data will be kept confidential and shared only with government agencies or certified service providers directly involved in the process.

  • 📄 Who is an Incorporator?

    An incorporator is the person or entity who legally creates the company by signing and filing the formation documents (such as the Articles of Incorporation or Certificate of Formation) with the appropriate state agency—typically the Secretary of State.

    Key points:

    • The incorporator does not have to be an owner or officer of the company.
    • Their role is usually limited to the filing process.
    • Once the company is formed, the incorporator’s job is complete—they typically hand over control to the initial directors or members.

  • 👥 Who is an Owner or Shareholder?

    An owner is any individual or entity that holds an ownership interest in the business. In a Limited Liability Company (LLC), owners are called members. In a Corporation (C-Corp or S-Corp), owners are called shareholders, and they hold shares of stock in the company.

    Owners or shareholders may be actively involved in managing the business or may simply invest without active participation.

    Each person or entity with 25% or more ownership should be listed in this form, as their information is required for registration and compliance.

  • 🪪 Acceptable Identification for Owner Verification

    To comply with U.S. state and federal regulations, we are required to verify the identity of each owner/shareholder with 25% or more ownership. Please provide one of the following valid forms of government-issued identification:

    • Passport (U.S. or foreign)
    • Driver’s License (U.S. only)
    • State-issued ID card (U.S. only)
    • National ID card (for non-U.S. residents)
    • U.S. Green Card (Permanent Resident Card)

    All IDs must be valid and unexpired, and the name must match the ownership information provided in this form.

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 🏛 Business Entity Types: C Corporation, S Corporation, and LLC

    When registering your business in the United States, you must choose a legal structure. The most common options for tech startups and international founders are the C Corporation (C Corp) and the Limited Liability Company (LLC). The S Corporation (S Corp) is a tax election with limitations. Below is a comparison to help you understand which structure may fit your goals:

    🏢 C Corporation (C Corp)

    A C Corporation is a separate legal entity that pays its own U.S. income taxes by filing Form 1120. Profits can be distributed to shareholders as dividends, which may result in double taxation — first at the corporate level and then at the individual shareholder level.

    Key features:

    • Allows any number of shareholders, including foreign owners
    • Commonly used by startups seeking venture capital or issuing stock options
    • Has a formal structure with shareholders, directors, and officers
    • Requires annual corporate formalities and state compliance filings

    ✅ Best for: Companies planning to raise investment, scale quickly, and offer equity to employees or outside investors.
    🌍 Recommended for foreign founders

    🏠 S Corporation (S Corp)

    An S Corporation is not a separate legal entity, but a tax election made by a U.S. corporation or LLC to be taxed as a pass-through entity. Profits are passed directly to shareholders and reported on their personal tax returns — avoiding corporate-level tax.

    Restrictions:

    • Only U.S. citizens or permanent residents can be shareholders
    • Limited to 100 shareholders and one class of stock
    • Requires IRS Form 2553 to elect S Corp status

    🚫 Not available to non-U.S. founders
    ⚠️ Not suitable for companies seeking venture capital

    📂 Limited Liability Company (LLC)

    An LLC is a flexible and simple business structure that offers liability protection without the formalities of a corporation. However, it does not have a default tax classification — you must elect how it will be taxed.

    For foreign founders:

    • A single-member LLC (one foreign owner) is treated as a disregarded entity and must file Form 5472 with a pro-forma Form 1120, even if no U.S. income is generated.
    • A multi-member LLC is taxed as a partnership by default, filing Form 1065, which can involve complex compliance, including withholding tax on foreign members.
    • Any LLC can choose to be taxed as a C Corporation by filing Form 8832 — often recommended for investment-ready startups to avoid partnership complexities.

    Key features:

    • Ownership is flexible (individuals, companies, or foreign entities)
    • Fewer formalities and compliance burdens than corporations
    • Not ideal for issuing stock or raising VC unless taxed as a C Corp

    ✅ Best for: Founders seeking operational simplicity or holding companies
    ⚠️ May require complex filings for foreign members unless C Corp tax status is elected

    🧭 Choosing the Right Entity

    If you're a foreign founder, plan to raise investment, or want to issue stock to employees, a C Corporation (or LLC taxed as a C Corp) is generally the most suitable structure. If you're unsure, we strongly recommend consulting a U.S. tax advisor or legal professional.

  • 📬 Business Address | a physical location:
    *   *   *   *   *   *      

    📬 Business Address | mailing address, if different
                   

  • 🏢 Proposed Business Names.
    Please provide three name options in order of preference. We will check availability in your selected state.
    Name 1:   *   
    Name 2:   *   
    Name 3:   *  

  • 📅 Preferred Tax Year End

    Your business must choose a tax year, the 12-month reporting period for accounting and tax purposes. The most common option is the calendar year, ending on December 31, but you are not required to choose it. Some businesses select a different fiscal year end—such as June 30 or September 30—if it better reflects their operational or seasonal cycles.

    📊 How Your Fiscal Year End Affects Tax Filing

    Your selected fiscal year end determines when your company must file its annual tax return. For example:

    • If your fiscal year ends on December 31, your return is generally due by April 15 of the following year.
    • If your fiscal year ends on a different month, your corporate tax return is typically due on the 15th day of the fourth month after your fiscal year closes.

    Choosing the right fiscal year helps ensure accurate financial reporting and affects when you must submit required documents to the IRS and state agencies.

  • 📬 What is a Registered Agent, and Why Is It Required?

    A Registered Agent is a designated third party responsible for receiving legal documents, government notices, and official state correspondence on behalf of your business. Every company formed in the U.S. must legally appoint a registered agent in its state of incorporation.

    This is a mandatory third-party service, typically provided by a company or individual certified or licensed to operate in the state. The registered agent must maintain a physical address within the state (P.O. boxes are not accepted) and be available during regular business hours.

    Having a registered agent ensures your business remains in good standing and does not miss important deadlines, such as annual reports, tax filings, or legal service of process. If you do not have a U.S. address, we can provide registered agent services for your company.

  • 🔢 What is an EIN and Why Do You Need One?

    An EIN (Employer Identification Number) is a 9-digit tax ID number issued by the Internal Revenue Service (IRS). It is used to identify your business for federal tax purposes — similar to how a Social Security Number identifies an individual.

    You will need an EIN to:

    • Open a U.S. business bank account
    • Hire employees or independent contractors
    • File federal and state business tax returns
    • Apply for licenses and permits
    • Comply with IRS reporting requirements for foreign-owned entities or corporations

    Even if you do not have U.S. employees, most businesses are required to obtain an EIN.

    💡 We can assist you in applying for your EIN with or without your U.S. Social Security Number.

  • 📅 Appointment for a Consultation

    We conduct video consultations between 9 a.m. and 12 p.m. PST on Thursdays. Other times may be considered, but availability is not guaranteed. contact@finops.company will confirm the requested time.

    1

    Schedule & confirmation — request a time; we’ll confirm by email from contact@finops.company.

    2

    Google Meet — you’ll receive the meeting link with your accepted appointment. Please join on time and have your info ready.

    3

    Recording (on request) — using Google Calendar? A recording link appears a few hours after. Otherwise, email contact@finops.company.

    4

    Fees & payments — billed by actual time (minimum = booked time). Hourly fee: $330. Prepay 48 hours before; non-payment is a cancellation.

    5

    Cancellations — make changes at least 48 hours in advance. No-show fee: $100.

    For quick questions, chat with the FinOps AI Agent.

    💬 Chat with FinOps

  • 👋 Welcome to FinOps Tax Services

    We need to collect some essential information to provide you with an accurate and custom quote for your business tax needs. This includes details about your company’s registration, ownership structure, states of operation, and current activities such as revenue and expenses.

    The information you submit helps us understand your compliance obligations and ensures that all relevant federal and state tax requirements are addressed. Please complete each section carefully.

  •  - -
  •  - -
  •  - -

  • 🤝 Related Parties

    Related parties include the shareholder, their close family members (such as spouse, children, parents, or siblings), and any businesses or entities they control or significantly influence.

    Please enter the total amount of transactions your company had with related parties during the reportable year.

  • 💵 Annual Revenue & Loss

    Annual revenue is the total amount your business earns during the reportable year before subtracting any expenses.

    Annual loss occurs when your company’s expenses exceed its earnings during the accounting period.

    Example: If your company had $100,000 in annual revenue and $500,000 in annual loss, you would select up to $500,000.

  • 📊 Required Financial Statements

    According to tax compliance regulations, you must prepare a tax return with a detailed P&L (Income Statement) and a reconciled Balance Sheet.

    If you do not have the requested statements, we can assist in preparing them. Our services are based on the number of transactions processed.

    ✅ For companies with revenue or loss under $250,000: Provide your statements in a spreadsheet using the Statement (P&L) & Balance Sheet Template.

    ✅ For companies with revenue or loss above $250,000: We will set up QuickBooks Online (QBO). The QBO subscription is your expense.

    We need your P&L and Balance Sheet prepared and reconciled for accurate tax preparation.

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Should be Empty: