Team discussing cross-border and SPV tax structures

Solutions

Complex transactions need earlier tax understanding

From individual capital gains to multi-tier SPV structures, US TaxGPT organizes documents, computes exposure, and produces deliverables around how each role actually works.

Personas

Four user scenarios

One analysis chain, organized by each persona's documents and tax concerns. Every scenario lists typical needs and matching capabilities so you can judge fit quickly.

01

Cross-Border Investors

Nonresident aliens with US stocks, options, crypto, or overseas real estate — capital gains, dividends, and withholding handled automatically.

Typical needs

  • Unsure whether gains are long-term or short-term
  • Dividend withholding and 1042-S reconciliation is confusing
  • Unclear whether a sale triggers FIRPTA

Matching capabilities

  • 1099-B / 1099-DIV parsing and automatic gain classification
  • 1040NR draft returns with foreign tax credit estimates
  • Risk flags for nonresident filing mistakes

Want to see this scenario in action?

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02

SMEs & SPV Structures

Cayman/HK SPVs with US LLCs and acquisition vehicles — multi-entity management with related-party transaction tracking.

Typical needs

  • Multiple SPVs and related companies under one account
  • LLC classification (disregarded vs partnership) is unclear
  • Multi-tier income flows raise transfer-pricing questions

Matching capabilities

  • Multi-entity profiles with ownership relationships
  • Entity classification guidance and deadline tracking
  • Related-party transaction flags for advisor review

Want to see this scenario in action?

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03

Startups & ESOP

US startups needing annual returns plus tax modeling for R&D credits and equity incentive plans.

Typical needs

  • R&D credit eligibility is hard to assess
  • ESOP tax impact needs modeling before grants
  • State income allocation across operating states

Matching capabilities

  • Deduction and credit discovery with risk labels
  • State-by-state income allocation drafts
  • ESOP and R&D modeling marked as phased capabilities

Want to see this scenario in action?

Book a demo
04

CPAs & M&A Advisors

Batch workpaper generation, tax due diligence, and review workflows for CPA/EA firms and investment banks.

Typical needs

  • Manual workpapers consume team hours
  • Client review and sign-off lacks a shared workspace
  • M&A tax memos must be consistent and auditable

Matching capabilities

  • Multi-client workbench with review permissions
  • Full workpaper sets: reconciliations, estimates, evidence index
  • Tax summary memos for due diligence and board materials

Want to see this scenario in action?

Book a demo
Professional team mapping entity structures and cross-border transactions

Scenario mapping

Map the business structure first, then the tax path

Build a clear factual workpaper around entities, contracts, funds, and transaction relationships — a consistent starting point for cross-border and capital transactions.

Common Output

One professional delivery standard

IRS draft return forms
PDF standard returns
Excel tax workpapers
Tax risk assessment report
Evidence index
Tax analysis memo