We turn the records you already have into a clear English summary and an organised document checklist. A defined scope, a written quote, and everything by email.
Summaries and checklists are for internal reference. Source-of-funds reports trace funds from documents, with no legal judgment and no guarantee of any immigration outcome.
Fixed scopeEmail onlySource-linked summaries
Practical services, clearly scoped.
01
Document Summary
An English overview of agreed fields in your existing Korean records. Each figure or fact points back to its source file and page. Unclear entries stay flagged for confirmation.
We compare the files received with the list you or your adviser provides. You receive a record of what arrived, what is missing and which versions need checking.
For EB-5 and E-2 investors whose funds come from Korea, and their US counsel. A fund-flow table traces each agreed source to the investment account, in an English report reviewed and signed by a Korean CPA.
EB-5 report from USD 900
E-2 report from USD 600
Document-based tracing; no legal judgment or outcome guarantee
For non-Korean businesses selling digital services to Korean consumers. We are confirming the tax-agent route with the National Tax Service before filing opens.
For summaries and checklists, the scope, fee, applicable tax and delivery date are confirmed after a file-count and format check. This is document organisation, not an audit, certified translation or professional opinion.
Also available: Korea Desk for overseas advisers, including a withholding tax refund review on request (scope and fee confirmed in writing). Overseas Koreans with Korean rental income: 해외 교민 한국 세금.
A simple written process.
01
Agree the scope
Tell us the record types, approximate page count and intended internal use. We confirm the fields, fee and delivery date before work starts.
02
Organise and check
After engagement, we arrange document transfer. Automation helps with extraction and matching; each delivered field is checked against the supplied source.
03
Receive your pack
A named person checks the final pack before delivery. Unreadable or conflicting records are flagged rather than filled in by guesswork.
KOREA BRIEF · IN PREPARATION
Useful information, with the source.
Short general updates with official links and the date checked.
We use one document list, defined output fields and grouped questions. AI assists with repetitive organisation; source checks and a final human review remain part of delivery.
What about source-of-funds reports and Korean tax filings?
Source-of-Funds Reports for EB-5 and E-2 trace each agreed source to the investment account from documents. We do not give legal opinions on eligibility or the lawfulness of funds, and we do not guarantee any immigration outcome. Rental-income filings and tax representative appointments for overseas Koreans are handled on our Korean page. Korea Digital VAT is on a waitlist while we confirm the agent route with the National Tax Service. We do not handle transfer, gift or inheritance tax filings.
Can a document pack be used for an official submission?
Document Summary and Record Checklist packs are for internal reference only. They are not a signed assurance report or submission-ready certification. If your purpose requires professional judgment, we will decline that scope rather than treat it as document organisation.