New Business Formation and Setup
We identify the right entity setup for you, manage all state and federal filings, and integrate your business structure into a proactive tax strategy from day one.
Book my free consultation
What we do
The right foundation for your new business.
Starting a new business is daunting. Having a strong initial setup helps with compliance, and future cost savings. That's why we are here to help.
01
LLC, S-Corp, C-Corp, partnership formation
02
EIN registration and state filings
03
S-Corp election (Form 2553) — including late elections
04
Prepare Accountable Plan
05
Operating agreements and corporate-record templates
New Business Formation Process
From your business idea to an organized setup.
We keep you informed at every step, with clear guidance on what we need and what comes next. Here is what you can expect when working with us:
Consultation and onboarding
We discuss your plans, identify the services you need, and confirm the scope and fees in an engagement letter before work begins.
Information and structure review
We collect your proposed business name, ownership details, business activities, and preferred timing, then review your formation and tax options.
Prepare, review, and file
We prepare the agreed registrations, elections, and setup documents. After your review and required signatures, we submit the applicable filings.
Documents and next steps
We deliver your documents and available confirmations, explain any pending items, and outline the next steps for your business records, payroll, and taxes.
Frequently Asked Questions
Which business structure is right for me?
The right business structure depends on your business needs. Key factors include compliance, flexibility, and tax savings. Do you need to talk to a CPA to find out more?
Can you help if my business is already formed?
Yes. We can review your current business structure and recommend improvements. The wrong structure can cost you thousands of dollars each year in unnecessary registration fees, taxes, and missed savings. Failing to comply with federal or state requirements can also lead to costly penalties.
Can you help with a late S-Corp election?
Yes. We review your intended effective date, eligibility, filing history, and reason for the delay to determine whether late-election relief may be available. When appropriate, we prepare Form 2553 and the supporting explanation. Relief depends on meeting IRS requirements and is not automatic.
What is an Accountable Plan?
An Accountable Plan sets out how a business reimburses you for qualifying out of pocket business expenses. Reimbursements must have a business connection, be properly substantiated, and require the return of excess amounts within a reasonable period. We prepare the Accountable Plan with excel templates, legal documentation, and reimbursement process.
How much does formation cost, and how long does it take?
Our New Business Formation service is a one-time $500 fee, regardless of which formation and setup options you select. Any applicable state or federal filing fees are additional and reimbursed by the client. Timing depends on receiving complete information and on state and IRS processing. Talk to a CPA to discuss your setup and timeline.
Ready to get your business started?
Let’s discuss your plans, choose the formation and setup services you need, and put the right foundation in place for your business.