BizHouston
CPA and Attorney Referral

CPA and Attorney Referral — Work With the Right Tax, Legal and Compliance Professionals in the U.S.

BizHouston provides business consulting and connects you with the right CPA, immigration attorney, business attorney and relevant professionals for tax, legal and compliance matters. BizHouston is not a law or CPA firm — we connect you with the right expert at the right time, and the final assessment is made by a licensed professional.

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What's on this page?

What CPA and attorney referral is, which professional is needed when, compliance topics for foreign-owned U.S. companies, the connection to immigration / trade / investment processes, what BizHouston does and does not do, the process and frequently asked questions.

What Is CPA and Attorney Referral?

Setting up a business in the U.S. brings together different areas of expertise — company formation, tax, immigration, contracts, franchise, real estate, payroll and compliance. Each of these is typically handled by a separate licensed professional.

CPA and attorney referral helps bring in the right professional at the right time and coordinate the process. BizHouston clarifies your need and coordinates a plan to work with the appropriate CPA, attorney or relevant professional; however, the assessment and document preparation are done by the relevant licensed professional.

Important: This content is not legal, tax, financial or investment advice. The final legal, tax and compliance assessment must be made by the relevant licensed professional.

Quick Facts

  • BizHouston is not a law firm, a CPA firm or a tax advisory firm.
  • BizHouston can refer users to licensed professionals in the appropriate areas.
  • Company formation, tax, immigration, contracts, franchise, real estate, payroll and compliance can require different expertise.
  • The final legal, tax, financial or investment assessment must be made by the relevant licensed professional.

Who Is This For?

  • Investors who struggle to find CPAs and attorneys when setting up in the U.S.
  • Those seeking professionals with international client experience
  • Those needing an immigration attorney for E-1, E-2, L-1, EB-5 or EB-1C
  • Those seeking an attorney for franchise / FDD review or a commercial property transaction
  • Those wanting guidance on compliance topics such as IRS / EIN, franchise tax, sales tax, payroll and BOI / FinCEN
  • BizHouston clients who want to complete their legal and tax professional team

Which Professional Is Needed When?

NeedCPA / Tax ProfessionalAttorneyOther Professional
Corporate tax planningPrimarySupporting, depending on structure—
Annual tax returnPrimary—Bookkeeping support
Immigration fileSupporting for the tax sidePrimary (immigration attorney)—
Franchise / FDD reviewSupporting for the tax sidePrimary (business attorney)Franchise consultant
Commercial lease or propertySupporting for the tax sidePrimary (real estate attorney)Realtor / title professional
Payroll / employee processesPrimarySupporting for the contract sidePayroll provider
BOI / FinCEN / annual compliancePrimaryCan be primaryRegistered agent

This table is a general overview; which professional is needed varies case by case. The final assessment must be made by the relevant licensed professional.

Compliance Topics for Foreign-Owned U.S. Companies

The following compliance topics can stand out for foreign-owned U.S. companies. Each varies case by case and must be evaluated by a licensed CPA / attorney.

IRS / EIN and federal identification processes
Federal and state tax filings
Texas Franchise Tax (for businesses above the threshold)
Sales tax registration and tracking
Payroll processes
Checking BOI / FinCEN status against current rules
Registered agent and annual reports
Documentation order and continuity

Connection to Immigration, Trade and Investment Processes

CPA and attorney referral is often part of a larger process: visa and investment processes such as E-2, L-1, EB-5 and E-1, or franchise and commercial property transactions. Bringing in the right professionals at the right time can help the process progress consistently.

E-2 Visa Business Plan L-1 Business Expansion EB-5 Investment Green Card E-1 Treaty Trader Visa Franchise / Business Acquisition Houston Commercial Property U.S. Company Formation

What BizHouston Does and Does Not Do

What BizHouston Does

  • Coordinates a plan to work with the appropriate CPA, attorney or relevant professional based on the file
  • Clarifies your need and your stage in the process
  • Provides pre-coordination for introductions and document preparation
  • Builds a communication bridge between professional and client

What BizHouston Does Not Do

  • Does not provide direct legal advice
  • Does not provide direct tax advice
  • Does not provide financial or investment advice
  • Does not perform personal case evaluation or document preparation — that belongs to the relevant licensed professional

How the process works

1

Needs Analysis

CPA, attorney or both? Your stage in the process is clarified.

2

Professional Matching

Professionals matched to your file type and language preference.

3

Timeline Planning

Which professional is needed at each stage is clarified.

4

Introduction Coordination

First meeting with the CPA or attorney is organized.

5

Document Prep Support

Pre-preparation of documents to share with the professional.

6

Process Follow-Through

A coordination bridge is built between professional and client.

Clear Limits

BizHouston / Orsa Consulting LLC is not a law firm, accounting firm or CPA. It does not provide legal advice, tax advice, financial or investment advice, or personal case evaluation. This content is not legal, tax, financial or investment advice. You must work with licensed professionals for these matters, and the final assessment must be made by the relevant licensed professional.

Frequently Asked Questions

Does BizHouston provide legal or tax advice?+
No. BizHouston / Orsa Consulting LLC is not a law firm, accounting firm or CPA, and does not provide legal, tax, financial or investment advice. BizHouston can coordinate a plan to work with the appropriate CPA, attorney or relevant professional based on the type of file. Final assessment and document preparation must be done by the relevant licensed professional.
Does a U.S. company need a CPA?+
In most cases, yes. Matters such as corporate tax returns, individual income tax, bookkeeping, sales tax registration and financial reporting are typically handled by a licensed CPA / tax professional. BizHouston does not provide CPA services; we can refer you so you can work with an appropriate CPA.
When is an immigration attorney needed?+
A licensed immigration attorney is required for visa and green card processes such as E-1, E-2, L-1, EB-5 and EB-1C. Ideally they are involved early in preparation; eligibility and legal filings are evaluated by the attorney. BizHouston can facilitate this referral and coordination.
Is an attorney needed for franchise or commercial property transactions?+
These transactions generally require legal review. Franchise / FDD (Franchise Disclosure Document) review and commercial lease or property purchase contracts should be evaluated by a licensed attorney. BizHouston can refer you to the relevant professionals.
Who should I consult for BOI / FinCEN obligations?+
BOI (Beneficial Ownership Information) / FinCEN rules can change over time and may lead to different outcomes depending on the company's situation. For current obligations, check official FinCEN sources and confirm with a licensed CPA or attorney. BizHouston does not provide direct advice on this; we refer you to the appropriate professional.
How does BizHouston coordinate professional selection?+
BizHouston clarifies your need (tax, immigration, contracts, franchise, real estate, etc.) and your stage in the process; coordinates a plan to work with the appropriate CPA, attorney or relevant professional; and helps organize document preparation. The final assessment is made by the relevant licensed professional.
Are company formation, tax and immigration different areas of expertise?+
Yes. Company formation, tax, immigration, contracts, franchise, real estate, payroll and compliance can require different expertise. A single file may require several professionals working in coordination; BizHouston can facilitate that coordination.
What is the tax situation in Texas?+
Texas is one of the states with no individual or corporate state income tax; however, federal tax, the Texas Franchise Tax (for businesses above a certain threshold) and sales tax obligations may apply. Tax outcomes vary case by case and must be reviewed separately by a licensed CPA / tax professional.
Which compliance topics stand out for foreign-owned U.S. companies?+
IRS / EIN, federal and state tax filings, franchise tax, sales tax, payroll, BOI / FinCEN status and registered agent / annual reports are among the prominent topics. All of these vary case by case and should be evaluated with a licensed CPA and attorney.
Is the initial consultation free?+
Yes. The initial assessment call with BizHouston is free. The consultation policy of the referred CPA or attorney follows their own terms.

The information provided on this website is for general informational purposes only and does not constitute legal advice. BizHouston / Orsa Consulting LLC is not a law firm unless otherwise specifically stated. For official and current information, users should verify details through official sources such as USCIS, the U.S. Department of State, IRS, state agencies, and other relevant government authorities. For legal advice, users should consult a licensed immigration attorney or qualified legal professional.

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Ready to Find the Right CPA or Attorney?

Tell us your need — tax, visa, or contracts? In a free initial call, we'll plan the right professional referral matched to your situation.

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