Our Service Tiers
Three tiers designed for where you are right now. Start with the Free Assessment — your personalised structure recommendation takes five minutes.
Launch
Foundation
€ 1,500
one time fee
The Blueprint
Self-Implementation
Consultation Call
60-minute structured session covering the client’s specific situation: country of residence, income level, current structure, and recommended setup.
Personalised Structure Blueprint
PDF document: recommended LLC type and state, setup sequence, EU reporting obligations checklist, and savings estimate. Delivered on the call.
EU Compliance Checklist
Overview of how to correctly declare the LLC to the client’s local EU tax authority. Advisory only — not legal advice.
Growth
Global Shield
€ 499 /
month
Full Setup + Ongoing US & EU Substance Compliance
LLC Formation
Articles of Organization filing, registered agent appointment, and state compliance registration.
EIN Registration
IRS Employer Identification Number application. Required for banking, tax filing, and all US business relationships.
Operating Agreement
Legally drafted agreement defining LLC structure, member roles, profit distribution, and governance rules. Essential for banking and audit.
ITIN Application
Individual Taxpayer Identification Number for the member. Required for US federal tax filing, PayPal, Stripe, AMEX, and banking platforms.
Beneficial Ownership Filing (BOI)
Mandatory FinCEN filing under the Corporate Transparency Act. Penalties of up to $500/day for non-compliance. Filed and documented.
BE-13 Survey Filing
Mandatory US Bureau of Economic Analysis survey for foreign direct investment. Required for all non-US residents forming a US LLC.
US Physical Address
Digital mailbox with real US street address. Accepted by banks, PayPal, Shopify, and official institutions. Core substance pillar.
US Phone Number
US business phone number, activated as part of onboarding (base cost covered by the plan). The client activates via a simple link provided at onboarding. Any usage above the base plan is paid by the client directly to Tello. A reachable US phone number is a recognised substance indicator and required for many US platform registrations.
US Bank Account Guidance
Facilitated application through banking partners. Active US banking is the strongest single substance indicator. Processing 3–5 business days.
Website & Domain
Domain registration and one-page business website under the LLC’s name. Included for clients who do not yet have a domain (year renewal covered by the plan). A publicly visible US web presence strengthens substance and is required for the Scale commercial outreach programme.
Annual State Compliance Filing
Annual state report to maintain the LLC in good standing. A lapsed LLC is an immediate red flag in any audit.
Federal Tax Filing
Annual US federal tax filing managed by IRS-certified CPAs. Form 1040-NR, Form 8822, and all applicable forms.
Books Pro (AI Bookkeeping)
Bank and app integration for automated reconciliation. AI-powered categorisation with real-time and monthly financial reports.
Compliance Reminders & Calendar
Automated alerts covering all US federal, state, and reporting deadlines. A missed deadline creates immediate audit exposure.
Substance Documentation File
Quarterly log of LLC activity, meeting minutes, and operational records formatted to satisfy EU scrutiny under ATAD 3 and CFC rules. Stored in the client’s secure portal. This is the central deliverable of the monthly service.
Dividend Distribution Docs
Formal documentation of all distributions from the LLC: meeting minutes and distribution records. Required for EU reporting and substance.
Intercompany Billing Support
Monthly invoice generation from the US LLC to the client’s EU entity for services rendered (consulting, IP licensing, or management services). The invoice amount must be set at arm’s length market rate and documented with a rationale. Includes: intercompany service agreement template, monthly invoice generation, and a transfer pricing memo justifying the rate. This is the mechanism by which profit flows from the EU entity to the LLC — and simultaneously one of the most credible substance indicators, as it constitutes a real, recurring, documented commercial transaction between two independent entities.
Scale
Legacy Fortress
€ 799 /
month
Everything in Growth + IP & Commercial Presence
Physical Address + Utility Bill + USPS Notarization
Upgraded from digital mailbox to full physical address with utility bill and USPS Form 1583 notarization. Required for PayPal, Stripe, and AMEX. Stronger substance indicator.
Stripe Application Assistance
Hands-on Stripe verification (add-on in Growth, included in Scale). Live US payment processing is one of the most credible commercial substance indicators available.
Certificate of Good Standing
Included annually in Scale (add-on in Growth). Required for banking, investors, and formal EU compliance reviews.
Quarterly US Outreach (emails)
Each quarter, Tax Wealth Solutions researches and prepares two professionally written outreach emails targeting relevant US-based prospects in the client’s specific sector. Sent from the client’s LLC email address. A full report is generated: who was contacted, date, nature of outreach, any responses.
Outreach Substance Report
Formal quarterly document summarising all US commercial outreach. Formatted for presentation to a tax authority or legal advisor if the LLC’s substance is questioned.
Website Transfer / Active IP Presence
Transfer of existing website(s) to LLC ownership or setup of a branded web presence. An LLC that owns and operates an active website is demonstrably not a shell company in many jurisdictions.
Add Ons
OPTIONAL EXTRAS, available to any tier, charged separately. Situational services not every client requires.
Comprehensive Bookkeeping
Full human-reviewed monthly bookkeeping with P&L and cash flow reports.
Add-On: 100 EUR / Month
Stripe Application Assistance
Hands-on Stripe account verification for the LLC. Included in Scale.
Add-On: 399 EUR
Certificate of Good Standing
Official state certificate confirming the LLC is active and compliant. Required for high-value banking, investor relationships, or EU compliance reviews.
Included in Scale.
Add-On: 700 EUR / Year
Unique Suite Number
Upgraded US address with a unique suite number. Adds credibility for formal correspondence.
Included in Scale.
Add-On: 450 EUR / Year
US Digital Product Launch
For clients who want to deepen their substance file: we identify, create, and list one digital product under the LLC on a US platform (Gumroad, Lemon Squeezy). The public listing and any sales records are independently verifiable proof of US commercial activity. Scoped per client.
Add-On: Quote
AMEX Essentials Kit
All-in-one bundle for US American Express card application: verified address, utility bill, ITIN, and AMEX partner referral. ITIN and Operating Agreement are already included in both tiers. For Scale clients, address and utility bill are also included — only the AMEX assistance component is charged.
Add-On: 1,990 EUR (Growth)
Add-On: 450 EUR (Scale)
PayPal Application Assistance
Hands-on facilitation of PayPal business account verification. ITIN and Operating Agreement already included in both tiers — this covers the PayPal-specific verification process only.
Add-On: 250 EUR
Reseller Certificate
Sales/use tax permit for wholesale purchases. Only relevant for product-based or resale businesses.
Add-On: 700 EUR
Trademark / Copyright Registration
Federal US trademark or copyright registration. Includes risk assessment and a dedicated account manager through the full process. 10-year nationwide protection. Available to both Growth and Scale clients.
Add-On: 1,999 EUR
Amendment to Articles
Formal amendment to the LLC’s Articles of Organization: name change, business purpose, or structural changes. Filed with the relevant state authority.
Add-On: Quote
Dissolution
Full end-to-end LLC closure: state dissolution filing, IRS notification, final compliance steps, and documentation.
Add-On: Quote
- What Is Included
- Yearly 3rd Party Review
Tax Wealth Solutions strives to provide the most accurate information available and understand foreseeable trends that may impact its clients. Every year we submit all our information to a 3rd Party reviewer to understand if our service is up to date and if it will ultimately protect our clients.
- What Is Not Included
- EU Tax filing and other local requirements
Tax Wealth Solutions advises on structure and substance. Filing local EU tax returns is the client’s responsibility and that of their local tax advisor.
- Legal representation
Tax Wealth Solutions are not lawyers and do not represent clients in any jurisdiction. We provide advisory and structural services.
- Retrospective compliance
We cannot produce backdated substance documentation. The file starts when the client joins. Clients operating an undocumented LLC cannot retroactively create a paper trail.
- Audit defence representation
Our Audit-Ready Reports support the client and their advisors. We do not formally represent clients in tax authority proceedings.
- Transfer pricing legal opinions
Intercompany billing rates are set and documented on an advisory basis. A formal legal transfer pricing opinion for tax authority submission requires a qualified tax lawyer in the client’s jurisdiction.
- Guaranteed savings
Results depend on income level, country of residence, and applicable regulations. We never guarantee specific savings amounts.
Client Testimonials
Hear directly from digital entrepreneurs who have successfully reduced their tax burden and enhanced their wealth with Tax Wealth Solutions. Everything in one place: your documents, filings, intercompany invoices, substance logs, and advisor correspondence live in your secure client portal — accessible anytime, fully encrypted.
Sophie, Martin
Founder, Tech Innovate Ltd.
Tax Wealth Solutions provided a clear, compliant plan that significantly lowered my tax liabilities while securing my business’s future growth.
Luca, Bianchi
CEO, Digital Horizons
Their structured approach gave me peace of mind and tangible savings, allowing me to reinvest in my company confidently.
Miguel, Reis
Freelancer, IT
I have now a clear way to bill my customers and to report to the local authorities. I save on taxes and can focus on my customers.
The team understood my complex landscape and proposed a feasible option to sustain all my investments
Fernando, José
Data Scientist and Entrepreneur
Your documents.
Your data.
Your space.
As a Tax Wealth Solutions client, you get access to a dedicated secure portal — your own private space where everything related to your structure lives in one place.
Unique & Secure Access
Your portal is yours alone. No shared logins, no risk of seeing another client's documents. Everything is encrypted and accessible only by you and your Tax Wealth Solutions advisor.
Private Messaging — Off Email
All communication about your structure happens inside your portal, not over email. Your email provider, your company's IT department, or any third party cannot read or scan your conversations. For clients managing sensitive tax structures, this matters.
Mobile Ready
Access your documents, check your invoices, or send a message from any device, anywhere. Your portal works seamlessly on desktop, tablet, and mobile — no app required.
Everything in one place — always organised, always accessible.
From the moment your structure is set up, every document generated on your behalf is uploaded to your portal — branded, organised, and ready when you need it.
- LLC Formation & Registration Documents
- IRS Filings & Compliance Records
- Dividend Distribution Meeting Minutes
- Commercial Agreements
- Monthly Invoices — Paid & Outstanding
- All Advisor Correspondence