Welcome aboard. Your engagement is active.

Three things to do this week to get the engagement moving. Step 1 is for everyone. Step 2 has two paths depending on whether you already have a U.S. entity or you need one formed.

Step 1 · Everyone Starts Here

Schedule your 30-minute strategy call with Scott

This is the call that locks your tax lane, your entity decision, and your U.S. Business Representative sourcing plan before any document gets filed. Schedule it now so we can start the engagement clock and make the most of the call.

Schedule with Scott →

Step 2 · Choose Your Starting Point

Tell us where you are right now

One of these two paths applies. Pick the one that matches your situation today.

I already have a U.S. entity

Upload your formation filing, EIN confirmation (CP 575) letter, address proof, and any other entity records you have. Our team reviews everything before your call with Scott so Call 1 starts with full context, not with you walking us through paperwork.

Upload Documents for Review →

I need a new U.S. entity formed

Complete the new entity intake form. Our team will use it to recommend the right state, structure, and tax election, and schedule your onboarding call to walk you through the formation sequence (EIN, CP 575, W-9 readiness, address setup).

Complete New Entity Intake →

What happens after you take Step 1

Here is the engagement sequence so you know what to expect.

Within 24 hours

Welcome email from our team confirming your engagement, the calendar links, and the document upload portal.

Your strategy call with Scott (Call 1)

30 minutes, 1:1. Tax lane decision, entity positioning, U.S. Business Representative sourcing strategy. This is the structural call that everything else builds on.

Within 7 days of Call 1

Your custom Verification Tracker is built and shared with you. The 7-node tracker shows exactly where you are in the verification sequence at any moment.

Calls 2, 3, and 4 (with the verification team)

Clarification call, pre-submission document review, submission check-in. 30 minutes each, scheduled in sequence as the work progresses.

Submission window

Typically, 6 to 10 weeks from engagement start, depending on whether you need a new entity or your existing entity is already W-9 ready.

90 days post-approval

Account health monitoring, U.S. Business Representative coordination support, INFORM Act re-verification preparation. Stability coverage runs through day 90 from your approval date.

Questions before you take Step 1?

Email support@launchwithconfidence.com, and our team will respond within 1 business day.

VERIFIED EXPANSION™ · by Nevada Corporate Planners, Inc. · Since 1997

This page is educational and informational. Nothing here is legal or tax advice. The Verified Path™ engagement does not replace independent legal counsel or tax advisor representation.