How the Bookmate Tax Filing Process Works: From Signup to Submission

Filing U.S. taxes doesn’t have to be complicated—whether you're a non-U.S. founder or a U.S.-based startup. At Bookmate, we’ve simplified the process into five clear steps to help you stay compliant without the confusion or paperwork overload.

Step 1: Book a Call

Start by booking a free 15-minute consultation with a Bookmate tax specialist. During the call, you'll walk us through your business setup, ownership structure, and U.S. activity. Prefer not to book a call? You can also email us your details, and we’ll guide you from there.

Step 2: Get Your Filing Plan

Based on your business type, ownership, and U.S. activity, our specialist will tell you which IRS forms you need—like Form 5472, 1120, or 1040-NR—and explain what they’re for. After the call, we’ll send you a short web form to collect details and an invoice with clear, upfront pricing. No hidden fees or surprises.

Step 3: Submit Form and Complete Payment

Once you complete the form and make payment, we get started. Everything is handled through our secure online system—no printing, scanning, or paperwork headaches. If you have questions, we’re just an email away.

Step 4: We Prepare Your Tax Return

Our team reviews your information, prepares your tax return, and ensures everything is accurate and compliant. Once the return is ready, we’ll send it to you for electronic signature.

Step 5: We File For You

After you sign, we submit your return electronically to the IRS. You’ll receive a confirmation email and tracking number once it’s been successfully filed.

That’s it—you’re compliant.

Let’s Get Started

Every founder's situation is different. Book a meeting with Bookmate and let’s make sure you're filing the right forms for your structure and stage.

Visit trybookmate.co to learn more about how we help global startups stay IRS-compliant without the stress.

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