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Diagnostic for First-Time Filers / Not Sure Yet
If this is your first year owning a US LLC and you’re not sure what applies to you, start here.
Start Here
$275paid once
Secure payment by Stripe. Work starts once you send your documents.
What’s included
Everything below is covered by the price above.
1
Diagnostic Bundle
All 5 assessments (1040-NR, BOI, sales tax nexus, 1099-NEC, foreign qualification), answered in 24 to 48 hours.
2
Credited Toward Your Filing
The diagnostic price is credited toward any filing work if you proceed within 30 days.
What you send me
Uploaded to your secure Canopy portal- Your LLC’s formation documents (Articles of Organization or Certificate of Formation)
- Your EIN confirmation letter, if you have one
- A general description of your business activity and where you operate
- Any prior year filings, if this isn’t your first year owning the LLC
What you get back
Delivered and explained- A written assessment covering all 5 areas: Form 5472 obligation, 1040-NR requirement, BOI exemption status, sales tax nexus, and 1099-NEC obligations
- A clear next-step recommendation for each area that applies to you
TimelineDelivered within 24 to 48 hours of submitting your intake form.
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How it works
Four steps at your pace, no call to book. You always know the price before anything starts.
