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E-2 Visa Success Story: Launching a U.S. Accounting Firm

We recently assisted a client in successfully obtaining an E-2 Treaty Investor Visa to establish an accounting firm in the United States. Here’s a brief overview of the process and the steps involved.

Client’s Goal & Initial Setup

Our client, an experienced accountant, aimed to expand their career by setting up a new firm in the U.S. To support their E-2 visa application, they formed a company in the U.S. and invested in its startup phase. The investment covered essential costs such as business incorporation, professional licensure, office rent, business software, and initial operational expenses including utilities and insurance.

E-2 Visa Application & Interview

After setting up the business, we prepared and submitted an E-2 visa application to the U.S. Consulate in Toronto. The application highlighted the client’s investment and their plan to manage and grow the new firm. Following the application, our client attended an in-person visa interview where they successfully demonstrated their business plan and investment details.

Visa Approval and Business Registration

The consulate approved the application, and our client was issued a five-year E-2 visa. Additionally, the client’s U.S. company was registered under the Canada E visa program, enabling the firm to sponsor additional Canadian citizens for E-2 visas if needed.

This case underscores the importance of thorough planning and clear communication in successfully obtaining an E-2 visa. Our client’s efforts to establish a firm foundation for their business were crucial in the approval process. We are pleased to have supported them in achieving their goal of starting a U.S. accounting firm, and we look forward to assisting others with similar ambitions, so don’t hesitate to contact us.