Service VIII

Business Formation & Entity Structuring

Guidance from sole prop to LLC to S-corp, structured for the taxes you'll actually owe.

What's Included

The structure you choose now affects the taxes you pay for years. We walk through the tradeoffs before you file anything, then set the books up correctly from day one.

  • Entity selection guidance — sole prop, LLC, S-corp, or C-corp
  • EIN registration and state formation filings
  • Initial chart of accounts and books set up correctly from day one
  • Coordination with your attorney on operating agreements and bylaws
  • S-corp election timing and payroll setup for owner-employees
  • Registered agent and state compliance calendar guidance

How We Work

We start with a conversation about your goals, liability exposure, and expected income — the right structure depends on all three, not just which one sounds most official.

Once formed, we set up your books and, if applicable, your owner payroll, so nothing is missed in year one and your entity is actually operating the way it's structured to on paper.

Our Standard for Handling Your Information

Formation involves sharing ownership details and personal identifiers with state and federal agencies. We limit that exposure to exactly what's required.

  • Formation documents and EINs stored in encrypted, access-controlled records
  • Owner SSNs and ownership details shared only with agencies that require them
  • Access limited to the accountant handling your formation
  • Secure portal for all filings and confirmations — originals always returned to you
  • Documents retained per state and IRS guidance for entity records
  • A written confidentiality commitment on every engagement
Starting or Restructuring?

Let's talk before you file anything.

The structure you pick now affects the taxes you'll owe for years — let's get it right from the start.

Book a Consultation