Service · Formation
Start strong. Structure right.
The right entity choice can save you thousands every year — and the wrong one can cost you for a decade. We model your scenario, recommend the optimal structure, and handle the entire formation.
Entity selection
LLC, S-Corp, C-Corp, partnership — we model your tax outcome before you file.
Filing & EIN
State filings, EIN, operating agreement, and S-election handled end-to-end.
Compliance setup
Registered agent, annual reports, and BOI reporting from day one.
What's included
Deliverables, defined.
Every engagement is scoped clearly so you know exactly what you'll receive and when.
- Entity recommendation with 5-year tax projection
- State formation filing and certificate of organization
- EIN application with the IRS
- Operating agreement or bylaws drafted by counsel
- S-Election (Form 2553) preparation and filing
- BOI report and registered agent setup
Our process
A measured, transparent engagement.
Model
We project tax outcomes across entity types based on your revenue and goals.
File
State formation, EIN, and governing documents prepared and filed.
Elect
S-Corp election filed when advantageous; reasonable comp determined.
Operate
We onboard you to bookkeeping and payroll so you can start running.
Common questions
Good to know.
LLC or S-Corp?+
It depends on net profit, owner involvement, and state. We typically recommend LLC + S-election once net profit clears ~$60k.
How long does formation take?+
Most states process in 5–10 business days. Delaware and Wyoming can be expedited to 24 hours.
Do you handle BOI reporting?+
Yes — Beneficial Ownership Information filings are included in our formation packages.
Let's talk
Ready to elevate your financial strategy?
Schedule a complimentary 30-minute consultation with a senior advisor.