Business Formation

Start the entity right — so you don't pay for it later.

LLC formation, S-corp elections, EIN registration, operating agreements, and multi-state registrations. CPA-guided setup so your entity is structured correctly from day one — not reverse-engineered in year three.

Overview

The decisions you make at formation affect you for years.

Forming an LLC is trivially easy — the state charges $125 and a filing service will do it in 20 minutes. That's also the problem. Most formation services ask you five questions, file a generic certificate of formation, and email you a PDF. The critical decisions — entity type, tax treatment election, ownership structure, state of formation, operating agreement terms — are either glossed over or answered with defaults that work for nobody in particular.

A CPA-guided formation is different. Before anything gets filed, we walk through your specific situation: what the business will do, projected revenue, whether you'll have partners or employees, whether you'll raise capital, your personal tax situation. The right entity structure falls out of that conversation. Then we file correctly the first time — proper state, correct classification, optimized operating agreement, timely S-corp election if it makes sense, EIN registered, and all initial federal and state tax accounts opened.

We also handle the "formation-adjacent" setup: registered agent services, initial bookkeeping setup in QuickBooks, drafting operating agreements or bylaws, beneficial ownership reporting (BOI), business licenses, and multi-state foreign qualifications. Basically: everything between "I want to start a business" and "I'm legally operating correctly."

CPA-guided structure
Entity type, tax treatment, and state of formation selected for your specific situation — not generic defaults.
Full document package
Operating agreement, bylaws, organizational resolutions, and membership/shareholder certificates tailored to your structure.
Compliance ready
EIN, state tax accounts, registered agent, BOI filing, and business licenses — all handled before you open for business.
What's Included

Everything you need to be legally operational.

Flat-fee formation packages by entity type. No upsells, no nickel-and-diming, no "that's extra" surprises.

Entity selection analysis

LLC vs S-corp vs C-corp vs partnership — modeled against your projected income, ownership, and growth plans. Tax impact quantified.

State of formation recommendation

Florida, Delaware, Wyoming, Nevada, or your home state — chosen based on legal and tax factors, not marketing hype.

Entity filing

Certificate of formation / articles of incorporation filed with the state. Expedited filing available. State filing fees paid on your behalf (reimbursed in invoice).

EIN registration

IRS EIN obtained within 24 hours. Banking-ready before filing is complete.

Operating agreement or bylaws

Customized operating agreement (LLC) or corporate bylaws (S-corp/C-corp) — not a template download. Covers distributions, management, transfers, and dissolution.

S-corp election

Form 2553 filed with the IRS at the right time for your situation. Most business owners elect too early or too late; we time it correctly.

BOI reporting

Beneficial ownership information filed with FinCEN within 30 days of formation. Required since 2024.

Initial tax setup

Federal employer tax account, state income tax registration, state unemployment account, and sales tax permit (if applicable).

Who It's For

Who we help form.

Solo founders

Consultants, freelancers, and solo service providers forming an LLC with S-corp election once revenue crosses $70K.

Multi-owner businesses

Partnerships, multi-member LLCs, and closely-held corporations with complex ownership structures.

Startups

Delaware C-corps for VC-track startups, with founder stock, vesting schedules, and QSBS planning built in.

Non-U.S. founders

Foreign founders forming U.S. entities for e-commerce, SaaS, or real estate. Including ITIN applications and treaty planning.

Our Approach

From "I want to start a business" to operating.

01

Strategy call

45-minute call to understand your business, goals, and situation. We recommend entity structure, state, and tax treatment.

02

Filing

State entity filing, EIN registration, and initial tax account setup. Completed in 3–5 business days.

03

Document package

Custom operating agreement or bylaws drafted, reviewed with you, and executed. BOI filing submitted.

04

Operational handoff

QuickBooks setup, banking recommendations, and your initial tax planning roadmap. You're ready to operate.

Starting At
$795+ / formation

Single-member LLC formation starts at $795. Multi-member LLCs and S-corps start at $1,495. Delaware C-corps for startups start at $2,495. State filing fees billed at cost.

FAQ

Common questions about business formation.

Should I form an LLC or an S-corp?
This is actually the wrong question. "S-corp" is a tax election, not an entity type — you can't "form an S-corp." You form an LLC or corporation, and then separately elect S-corp tax treatment. For most small businesses, the answer is: form an LLC now, elect S-corp taxation once net profit exceeds roughly $70K. We'll run your specific numbers during the strategy call.
Should I form in Delaware, Wyoming, or my home state?
For most small businesses, the answer is: your home state. The "Delaware advantage" is real for VC-backed startups but creates unnecessary complexity and cost for operating businesses. Wyoming offers privacy but limited legal precedent. Forming out-of-state means you still need to register as a "foreign entity" in your home state, paying double the ongoing fees. We recommend based on your actual situation, not LLC-marketing hype.
How long does formation take?
Florida LLCs: typically 3–5 business days with standard processing. Expedited filing available (24–48 hours) for an additional state fee. Delaware C-corps: 1–3 business days with expedited. EIN registration is typically same-day. Document package (operating agreement, BOI, etc.) usually finalized within 2 weeks of state approval.
Can you handle non-U.S. owners?
Yes. Foreign founders forming U.S. entities is a significant practice area. We handle ITIN applications (for individuals without SSNs), Form SS-4 EIN applications for foreign-owned entities, Form 5472 compliance for foreign-owned disregarded entities, and treaty-based tax planning. Common countries: India, Canada, UK, Australia, Germany.
What about after formation — do you do ongoing work?
Formation is the entry point for most of our long-term clients. Post-formation, clients typically engage us for bookkeeping, tax prep, payroll, and advisory on an ongoing basis. We don't require it — formation is a standalone service. But most clients find that the CPA who structured the entity correctly is the right one to keep managing the accounting and tax relationship.

Start the entity right.

Book a formation strategy call. 45 minutes, no obligation. You'll leave with a specific recommendation on entity type, state, and tax treatment — whether or not you engage us to do the filing.

Book your consultation →