The examples below are representative and anonymized. They do not name clients and they do not promise outcomes, because every situation is different. They are here to show the type of work we do and the way we approach it.
An Italian design group had operated a U.S. subsidiary for several years, with a local bookkeeper handling the basics and a generalist preparer filing the federal return.
The returns had omitted Form 5472, the information return required for foreign-owned U.S. entities, exposing the company to significant per-year penalties that nobody had flagged.
We reviewed the prior years, prepared and filed the missing forms, documented the reasonable-cause position, and put a process in place so the obligation is met automatically each year going forward.
The filings were brought current, the exposure was addressed through the proper channels, and the group now has a single point of accountability for its U.S. compliance rather than a gap between a bookkeeper and a preparer.
An Italian-owned food brand was selling to U.S. consumers through its own site and online marketplaces, shipping into dozens of states from a single warehouse.
Growth had quietly created sales-tax obligations in states where the company had never registered, a common and expensive blind spot for foreign-owned sellers.
We ran a multi-state nexus analysis to identify where real obligations existed, separated marketplace-collected sales from those the company had to handle itself, and registered the company where it was actually required.
The company moved from an unknown, growing exposure to a clear picture of where it owed tax and a filing routine that keeps it compliant as it expands into new states.
The U.S. arm of an Italian manufacturer was closing its books late and reporting in a format the parent struggled to reconcile against group expectations.
Headquarters had lost confidence in the monthly figures, which made planning difficult and turned every reporting cycle into a back-and-forth of questions.
We rebuilt the monthly close, established a clean and timely process, and designed a reporting package built to bridge U.S. results and the parent's expectations, in both languages where useful.
Headquarters now receives a monthly package it relies on, on a predictable schedule, and the reporting cycle is a routine rather than a recurring source of friction.
An Italian entrepreneur was launching a U.S. operation and needed the structure built correctly before the first sale, not patched together afterward.
The usual path, an incorporation service plus a local bookkeeper, would have set up an entity without considering the tax consequences or the parent's reporting needs.
We advised on the entity choice, handled the federal and state registrations, supported the bank-account process, and set up a finance function that fit the business from day one.
The company began operating with a structure and a finance process built deliberately, which prevented the kind of problems that usually surface a year or two later.
An Italian-owned U.S. company had outgrown bookkeeping but was not ready to hire a full-time CFO, while the parent wanted sharper financial visibility and planning.
Budgeting, cash flow planning, and the financial conversations with headquarters needed someone senior, which a bookkeeper could not provide.
We stepped in on a fractional basis: building the budget and cash flow view, providing financial guidance, and handling the reporting and the conversations with the parent directly.
The company gained leadership-level financial visibility and a direct line to headquarters, at a fraction of the cost of a full-time hire, with room to scale the engagement as it grows.
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