Description:

• Choosing the right entity is one of the most important early decisions a business owner makes.

• We help clients evaluate the tax, operational, and practical differences between sole proprietorships, LLCs, partnerships, and corporations so they can choose a structure that fits their goals.

Price Range:

• 200+ per engagement

What We Do:

• Discuss the client’s business model and goals

• Compare LLC, S corporation, C corporation, partnership, and sole proprietor options

• Review tax implications of each structure

• Explain administrative and compliance differences

• Discuss owner liability and operational considerations

• Recommend a structure based on growth plans, compensation needs, and complexity

Description:

• This service covers the actual formation process and the foundational steps needed to get a business established properly.

• We provide packages which include consultation, EIN setup, state registration, and S election support where appropriate, though state fees are typically separate.

Price Range:

• $500+ per entity

  State filing fees billed separately

  Pricing packages available for multiple entity formation

What We Do:

• Prepare formation checklist and launch timeline

• Assist with state entity registration

• Coordinate EIN application

• Review ownership and tax setup decisions

• Help organize foundational business records

• Coordinate with attorney if legal documents are needed

• Provide startup tax and accounting guidance

• Help ensure the business starts in a cleaner, more compliant way

Description:

• For eligible businesses, an S corporation election can create tax advantages, but only if the structure, compensation, and compliance obligations make sense.

• The IRS requires Form 2553 for the election, signed by all shareholders.

Price Range:

• $500+ per entity

What We Do:

• Evaluate whether an S election is appropriate

• Compare current tax treatment to potential S corporation treatment

• Discuss self-employment tax and owner compensation implications

• Prepare or assist with Form 2553

• Review election timing

• Coordinate election with bookkeeping and payroll setup

• Explain ongoing compliance requirements after the election

Description:

• New entities often need more than just formation documents.

• We help clients obtain the federal tax ID and complete the core registration steps needed to operate and stay compliant.

Price Range:

• $200+
  Often included within a broader formation package

What We Do:

• Obtain or assist with EIN application

• Help determine required agency registrations

• Assist with basic federal and state tax account setup

• Help identify payroll or sales tax registration needs

• Organize confirmation notices and account records

• Provide guidance on what registrations are needed and why

Description:

• Ownership structure affects taxes, profit allocation, decision-making, and future flexibility.

• This service is for businesses that want to set up ownership thoughtfully from the beginning rather than fixing it later.

Price Range:

• $500+

What We Do:

• Discuss number and type of owners

• Review ownership percentages and contribution structure

• Discuss practical tax implications of ownership arrangements

• Help identify questions that should be addressed in legal documents

• Coordinate tax structure with the intended ownership model

• Assist with planning for future owners or investors

Description:

• Owners often need help determining how to pay themselves in a tax-efficient and sustainable way.

• This is especially important where S corporation planning, payroll setup, and distributions are involved.

Price Range:

• $500+

What We Do:

• Review how the owner currently takes money from the business

• Evaluate salary versus distributions where applicable

• Discuss reasonable compensation considerations

• Coordinate compensation planning with entity type

• Review payroll implications

• Provide recommendations that align tax strategy with cash flow needs

Description:

• Sometimes the original structure no longer fits the business.

• As your company grows, adds owners, changes revenue profile, or becomes more sophisticated, restructuring may create better tax treatment or better operational alignment.

Price Range:

• $1,000+

What We Do:

• Review the current entity and tax setup

• Identify problems or inefficiencies in the current structure

• Evaluate restructuring options

• Assess tax impact of changing entity type or ownership model

• Coordinate restructuring plan with bookkeeping and tax compliance

• Help prepare the business for the transition process

• Coordinate with legal counsel where legal documents are required