Start it right
Advisory & Entity Setup
Entity selection, formation and the financial systems a new venture needs before the first invoice goes out.
- The right entity for your tax and liability profile
- S-corp elections filed inside the deadline
- Accounting stack running from day one
What the engagement covers
Entity selection
LLC, S-corp, C-corp or partnership modeled against your projected income and ownership plan.
Formation & registration
State filings, EIN, S-election, operating agreement coordination and local licensing.
Systems setup
Accounting, payroll and document workflow configured and documented for your team.
Ongoing advisory
A standing quarterly call for the decisions that don't wait for tax season.
Common questions
I already formed an LLC. Is it too late?
Usually not. Elections can often be made retroactively for the current year, and structures can be reorganized cleanly.
Do you work with attorneys?
Yes, and we prefer to. We handle the tax and financial side and coordinate directly with your counsel.