“I started this business.
Is it even set up right?”
Maybe you formed an LLC online, got an EIN, opened a bank account, and started taking clients. But nobody ever sat down and explained whether the structure fits what you are actually doing. We help you sort out the entity, registrations, tax setup, and ongoing requirements so you know what needs to happen next.
Let’s make sure the entity actually fits the business.
Sole Proprietorship
- Best For
- Testing an idea, lowest cost
- Liability
- Personal liability
- Taxation
- Schedule C, self-employment tax
The risk: your personal assets are on the line for every business debt or lawsuit. We usually move clients off this fast.
LLC
- Best For
- Single-owner service businesses
- Liability
- Limited liability shield
- Taxation
- Flexible — sole prop or S-Corp election
An LLC gives you flexibility. If profits are strong enough, we can run an S-Corp analysis to see whether potential payroll-tax savings outweigh the added payroll and compliance costs.
S-Corporation
- Best For
- Profitable businesses after a tax analysis
- Liability
- Limited liability shield
- Taxation
- Salary + distributions; potential payroll-tax savings
For some profitable owners, an S-Corp election can reduce employment taxes. We run the numbers first because the right answer depends on profit, reasonable compensation, payroll costs, state taxes, and the owner’s full tax picture.
C-Corporation
- Best For
- Retained earnings, investors
- Liability
- Limited liability shield
- Taxation
- Entity-level tax + dividends
Right for scale and outside capital — but the double taxation catches owners who choose it without a plan. We make sure it's intentional.
Partnership
- Best For
- Multi-owner ventures
- Liability
- Varies by structure
- Taxation
- Pass-through via K-1s
Without a strong operating agreement, a partner dispute can sink the business. We draft the terms that prevent that.
Non-Profit (501c3)
- Best For
- Mission-driven organizations
- Liability
- Limited liability shield
- Taxation
- Tax-exempt (with UBI rules)
One missed filing can revoke your exemption. We handle the application and the ongoing compliance so the mission never loses its status.
Getting formed is one step. Staying current is another.
Annual reports, registrations, tax IDs, agreements, and other requirements can pile up quickly. We help you identify what applies to your business, get the setup organized, and understand what needs to stay current. Once the entity is set, our tax services can help with the filing side.
State Annual Reports
Filed on time, every year — so your good standing never lapses.
Registered Agent Service
A reliable point of contact for legal and tax correspondence.
EIN & Tax ID Setup
Federal and state tax IDs secured correctly the first time.
Operating Agreements
Custom-drafted governance documents that protect owners and define rights.
Licenses & Permits
Identified and obtained for your industry and jurisdiction.
Compliance Review
Annual reports, registrations, tax elections, and applicable federal or state filing requirements reviewed for your entity.
Do not wait until somebody asks for your numbers to start cleaning them up.
Lenders, landlords, grant programs, and other opportunities may ask for financial records or proof that the business is in good standing. We help you get the business records and foundation organized before you are staring at a deadline.
Build My Financial FoundationNot sure whether your business is set up right?
Start with the Business Financial Scan. If the setup is the issue, we’ll point you in the right direction.