Over 12 Years Experience

Start Your U.S. Business Formation Assessment

Complete the short intake form below so we can prepare your return efficiently and maximize every legitimate deduction available to you.

Start Your U.S. Business Formation Assessment

Before we form your U.S. business entity, we need to understand your goals, residency status, tax identification requirements, and compliance obligations.

This short assessment ensures your business is structured correctly from day one.

Optimum Tax Pro is an IRS-Authorized eFile Provider serving clients across all 50 U.S. states and internationally.

We approach business formation from a tax and compliance-first perspective — not just document filing.

Why We Require an Assessment

Many entrepreneurs rush to form an LLC without fully understanding:

• Which state is actually optimal for their situation

• Whether they require an ITIN or EIN

• How federal tax classification affects them

• BOI reporting requirements

• Ongoing annual compliance obligations

• Banking and payment processor implications

Incorrect structuring can create tax exposure, penalties, or costly restructuring later.

This assessment allows us to evaluate your case properly before proceeding.

Complete the Business Formation Qualification Form

This form takes approximately 5–7 minutes.

Please provide accurate information so we can properly evaluate your situation.

Personal & Residency Information

Full Legal Name

(Enter your name exactly as it appears on your passport or government ID.)

Phone Number / WhatsApp *

Email Address *

Country of Citizenship

Country of Residence

U.S. Tax Identification Status

Do you have a U.S. Social Security Number (SSN)?

Do you currently have an ITIN (Individual Taxpayer Identification Number)?

Will you require ITIN assistance?

Have you previously filed U.S. tax returns?

Business Structure Intent

What type of entity are you interested in forming?

Do you have a preferred state for formation?

Describe your business activity.

(Example: E-commerce, Consulting, YouTube Content Creation, Amazon FBA, Freelancing, etc.)

Estimated annual revenue within first 12 months:

When do you plan to begin operations?

Compliance & Banking Needs

Will you require EIN (Employer Identification Number) assistance?

Do you require Registered Agent service?

Will you require Beneficial Ownership (BOI) filing assistance?

Do you need guidance on opening a U.S. business bank account?

Which platforms do you plan to use for receiving payments?

Readiness & Commitment

Are you prepared to move forward within the next 30 days if approved?

Estimated budget range for formation and compliance services:

What Happens After You Submit

Internal Review

Our compliance team evaluates your information carefully.

Qualification Decision

We determine the appropriate service path based on your goals and tax status.

Strategy Session (If Required)

We meet to finalize structure and compliance planning.

Engagement & Invoice

You receive a formal proposal, service agreement, and next steps.

Would You Like to Speak With a Tax Advisor First?

If your situation is complex or you prefer to review your numbers before filing, you may schedule a consultation below.

If not, simply submit your intake and we will begin processing.

Schedule Consultation

Continue Without Booking

What Happens After You Submit

After Submission

We review your intake and documents.
We confirm any missing items.
We prepare your tax return with accuracy and compliance.
You review and approve before filing.
We eFile securely with the IRS.

You remain in control throughout the process.

How Commissions Work

Commissions are flat-fee, not percentage-based

Paid only after: The client completes a qualifying service, and Payment has been received and cleared

No payment for incomplete, cancelled, or refunded services

Commission details are provided inside the affiliate dashboard.

Why Partner With Optimum Tax Pro

Established, professional firm

Clear intake and service boundaries

No pressure selling

No refund-driven clawbacks

Transparent tracking through your affiliate dashboard

Ethical, compliance-first operations

We value long-term partnerships—not one-off traffic.

Important Program Guidelines

Affiliate participation is subject to approval

Misrepresentation of services is not allowed

Spamming, misleading ads, or unethical promotion will result in removal

Optimum Tax Pro reserves the right to modify or end affiliate relationships

Additional services may be added over time based on performance and demand.

• IRS-Authorized eFile Provider

• U.S. Business Formation & Compliance Specialists

• ITIN, EIN & Tax Structuring Under One Firm

• Serving Clients Nationwide & Worldwide

Your information is confidential and used solely for evaluating your business formation eligibility and compliance requirements.

Optimum Tax Pro

Expertise Meets Finance.