Engagement
A 30-minute call. We confirm the work, confirm the firm, and quote.
A firm for cross-border operators · est. 2026
IX Concierge
Accounting, legal, escrow, formation, notary, and consulting — under a single engagement, for entrepreneurs operating across borders.
The firm
We were tired of explaining the same paperwork to four different firms. So we built one that handles all of it — the formations, the books, the contracts, the closings — under a single engagement, and writes in plain English about what we did and what it cost.
Practice
Seven services under one firm.
You engage one team, sign one agreement, and receive one invoice. Each service is led by a principal accountable for the work, not a queue.
— S/01
Formation
Company formation, end to end — LLC, C-Corp, and S-Corp, with registered agent, EIN, and annual reports.
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— S/02
Accounting
Full accounting and tax — bookkeeping, monthly accounting, payroll, sales tax, returns, and foreign-owned compliance.
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— S/03
Legal
Business and transaction legal support — contracts, commercial and shareholder agreements, governance, and immigration.
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— S/04
Escrow
Neutral escrow for business and real estate — funds held and released strictly on agreed terms.
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— S/05
Title
Title services for residential and commercial real estate — examination, insurance, settlement, and recording.
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— S/06
Notary
Notary services — Remote Online Notarization, in-person notarization, apostille, and certified copies.
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— S/07
Consulting
Strategic consulting — business plan preparation and project-based advisory, tailored to your objectives.
Read the engagementEngagement
How we work.
Onboarding
Signed engagement letter. Document intake. Introduction to the principal handling the matter.
Delivery
Work performed against the scope. Communication in plain English. Invoices that itemize what we did.
Continuity
We stay on retainer when it makes sense. We step aside when it doesn't. No automatic renewals.
Registered with · Licensed by · Member of
[Bar Association] [State CPA Society] [ALTA] [AICPA] [ABA] [Notary Public]
If your work touches more than one US jurisdiction — or more than one professional discipline — we should talk.
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