Services

A connected stack of modern global tax & financial services.

Tax strategy, cross-border guidance, bookkeeping, payroll, and the advisory rhythm that keeps modern professionals organized year-round — wherever life takes them.

01

Strategic Tax Planning

Proactive planning that moves with your life.

Year-round projections and strategic guidance so every life and business decision is made with the tax picture clearly in view.

  • Mid-year & Q4 tax projections
  • Entity structure & owner compensation strategy
  • Quarterly estimated payment guidance
  • Retirement & deferred compensation planning
  • Year-end tax savings opportunities
  • On-call answers between filings
02

Cross-Border Tax Guidance

Clarity for internationally connected households.

Treaty positions, foreign income, FBAR, FATCA, and the specialized expertise that protects global families from costly missteps.

  • Treaty analysis & foreign tax credits
  • FBAR & FATCA compliance
  • ITIN application & guidance
  • Resident vs. non-resident strategy
  • Foreign earned income exclusion
  • Coordination with home-country advisors
03

Bookkeeping & Financial Operations

Clean books. Operational clarity.

Modern cloud bookkeeping for owner-operators and growing businesses — clean reconciliations and reports a non-accountant can read.

  • Monthly categorization & reconciliation
  • QuickBooks Online setup & optimization
  • Monthly P&L and balance sheet
  • 1099 preparation & filing
  • Multi-entity & multi-state support
  • Year-end handoff into tax return
04

Payroll

Reliable payroll, handled in the background.

Multi-state payroll, filings, and year-end paperwork running quietly so you can focus on the business.

  • Bi-weekly or semi-monthly runs
  • Direct deposit & paystub delivery
  • Federal, state & local filings
  • Multi-state payroll coordination
  • Year-end W-2 & 1099 preparation
  • Contractor payment management
05

Business Formation

The right structure from day one.

LLC, S-corp, and entity structuring designed around the realities of modern, often international, founders.

  • Entity selection (LLC, S-corp, C-corp)
  • Delaware formation & registered agent
  • EIN, banking & systems setup
  • Owner compensation design
  • Chart of accounts setup
  • First-year tax planning
06

Contractor Tax Guidance

Built for 1099, freelance, and consulting lives.

Quarterly estimates, deductions, retirement strategy, and the planning rhythm independent professionals actually need.

  • Quarterly estimated taxes
  • Self-employment optimization
  • Solo 401(k) & SEP IRA strategy
  • Home office & expense planning
  • Multi-state contractor income
  • Annual tax return preparation
07

Remote Entrepreneur Advisory

Strategy for location-independent founders.

Multi-state, multi-country considerations for entrepreneurs running modern remote businesses across borders and time zones.

  • State residency strategy
  • Remote team payroll & contractors
  • International payment & invoicing
  • Equity & compensation structuring
  • Quarterly business reviews
  • Strategic decision support
08

Long-Term Financial Planning

Decisions made with the long arc in view.

Retirement, residency, succession, and the moves that compound across years, generations, and borders.

  • Long-term financial vision sessions
  • Retirement & residency planning
  • Estate & succession coordination
  • Coordination with attorneys & advisors
  • Annual strategic review
A note on fit

A modern, relationship-first global practice.

iLead Tax is intentionally not a high-volume filing service. We take on a limited number of new clients each year so the work stays strategic, the relationships stay human, and response times stay fast — across time zones.

Our best fit is internationally connected professionals, entrepreneurs, and households who want a long-term financial partner — not a discount tax-prep transaction. If that sounds like you, we'd love to talk.

Next step

Not sure which service fits? Start with a conversation.

A short consultation is the easiest way to map what your situation needs — and what a strategic, year-round partnership would look like.