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A short summary is enough: tell us what you want to achieve, the country involved, any relevant tax year or business stage, and your deadline.
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What should I include for my service?
- ITIN or EIN: say which number you need, why you need it, whether you already have one, and whether another accountant is preparing a tax return. Do not enter the number itself.
- US company incorporation: describe the planned activity, where the owners live, whether the company already exists, and whether you need ongoing accounting.
- Valuation: explain the purpose, the business sector and the date the valuation is needed.
- Fundraising or financial modelling: explain the decision or funding goal, your deadline, and whether you need a new model or a review of an existing workbook.
Illustrative example: “We are a UK-based software business preparing for a funding round. We have a draft forecast and need a review before an investor meeting next month.”
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