Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
International Founders

A coordinated U.S. operating record, from outside the U.S.

Formation, EIN, Registered Agent, banking readiness, and recurring books and tax evidence handled as one connected sequence. Local filings hand off to in-region providers.

U.S. entity record
Delaware · C-Corp
Retained
Responsible party
Foreign, filed
EIN
Confirmed
Reg. Agent
Continuous
Compliance
On calendar
Banking readiness
Packet assembled
Ready
Bookkeeping
Monthly cadence
Reconciled
Tax evidence
Handoff prepared
Assigned
Cross-border records
By jurisdiction
Waiting on records
Responsibility across borders

One central record. Four responsibility areas. Select one to see where the line sits.

U.S. operating record
Central to every responsibility area
Founder provides
Identity and authority
Passport, government ID, signed forms
Ownership information
Shareholding evidence
Business purpose
Description of activities
Source records
Bank statements, contracts
Business decisions
Strategic direction
U.S. operating sequence

From formation to recurring reporting, in order.

Step 01
Entity
Foundation record
Step 02
EIN
Draws on entity record
Step 03
Banking readiness
Draws on entity record
Step 04
Bookkeeping
Draws on entity record
Step 05
Compliance
Draws on entity record
Step 06
Tax preparation
Draws on entity record
Step 07
Reporting
Draws on entity record
External decision path

Where an outside party retains the decision.

Institution
Application prepared
State
Institution
Evidence submitted
State
Financial institution
External review
State
Financial institution
Additional request
State
Financial institution
External decision
State
Institution
Decision recorded
State
Approval is not guaranteed. The record captures exactly what was prepared, submitted, and decided.
Records retained

What continues across the U.S. operating cycle.

RECORD 01
U.S. operating-record index
Central reference
RECORD 02
Responsible-party record
Identity and authority
RECORD 03
Banking-readiness package
Assembled and versioned
RECORD 04
Cross-border checklist
Documents by jurisdiction
RECORD 05
U.S. compliance calendar
Federal, state, franchise
RECORD 06
Tax evidence handoff
Preparer packet

Questions from founders operating across borders.

Who can be the responsible party?

A foreign responsible party is accepted. IRS processing can take longer. Institution prepares the required evidence.