Business Formation and Accounts Setup
LLC / S-Corp Setup
Includes
- Guidance on choosing the right business structure (LLC or S-Corp)
- State filing of Articles of Organization/Incorporation
- Registered Agent setup support
- State-level compliance assistance
- Initial resolutions and ownership documentation
- Business license requirements guidance (if applicable)
Benefits
- Build a strong legal foundation for future growth
- Choose the most tax-efficient structure for your business
- Protect your personal assets with legal liability separation
- Start your company quickly with professional, error-free filing
- Avoid penalties by meeting all state compliance requirements
EIN Registration
Includes
- Full support in applying for your Employer Identification Number (EIN) with the IRS
- Documentation preparation and submission
- EIN confirmation letter (IRS Form SS-4) delivery
Benefits
- Fast, hassle-free process for new entrepreneurs
- Legally required to open a business bank account
- Enables payroll setup, tax filing, and federal compliance
- Avoid delays and rejections with expert-handled IRS paperwork
Operating Agreement
Includes
- Custom Operating Agreement drafted based on your business structure
- Outline of ownership percentages, roles, and responsibilities
- Rules for profit distribution and decision-making
- Documentation for banking, legal, and tax purposes
Benefits
- Strengthens the legal credibility of your business
- Protects owners from future disputes
- Establishes clear internal rules and business governance
- Required by many banks and investors
QuickBooks Online Setup & Integration
Includes
- Setup of your QuickBooks Online company file
- Customization based on your industry (real estate, e-commerce, rental, service, etc.)
- Connecting bank accounts, credit cards, and payment platforms
- Setup of preferred apps (Shopify, Stripe, PayPal, POS systems, etc.)
- Automations for invoicing, expenses, and reporting
Benefits
- Improve cash flow and transparency for business owners
- Improve efficiency by identifying the most cost-effective options
- Get accurate, real-time financial data from day one
- Save hours each month with automated bookkeeping
- Prevent errors with a properly configured accounting system
- Simplify tax preparation and financial reporting
Chart of Accounts Setup & Management
Includes
- Industry-specific Chart of Accounts creation (Schedule C/E, property management, rentals, e-commerce, services)
- Categorizing income, expenses, assets, liabilities, and equity
- Custom mapping for tax filing (IRS-compliant)
- Optimization for financial reports and profit tracking
Benefits
- Avoids misclassification issues that lead to IRS problems
- Cleaner books with properly structured financial categories
- Faster monthly and year-end closing
- Accurate tax filing without rework or confusion
- Better clarity on business performance and profitability
Sales & Franchise Tax Setup
Includes
- Sales tax permit registration with the correct state authority
- Nexus determination for multiple states
- Setup of franchise tax accounts (where applicable)
- Configuration of sales tax automation tools (Shopify, QBO, POS, Stripe, Amazon, etc.)
- Guidance on filing frequency and payment compliance
Benefits
- Peace of mind knowing your tax accounts are correctly set up
- Stay compliant and avoid heavy state penalties
- Ensure correct tax collection from customers
- Simplify monthly or quarterly sales tax filings
- Reduce risk of tax audits or franchise tax assessments