Entity Formation & Tax Structuring
Choose and set up the right structure (LLC, S-Corp, C-Corp, partnership) for liability protection, operational streamlining, and long-term tax savings.
Legal & Tax Structure Advice
Structure choices affect liability, taxes, capital, and exit. We map options to goals—then execute.
Formation & Compliance Filing
Articles/Operating Agreements, EINs, registrations, BOI filings, and annual reports handled end-to-end.
Ownership & Governance Setup
Vesting, buy-sell, and shareholder agreements designed for clarity and future funding.
Multi-State Presence Planning
Nexus analysis and registrations to minimize complexity and exposure across states.
One-Sheet Tax Impact Summary
Every engagement ends with a one-page tax impact and governance roadmap you can reference year-round.
Ready to Get Started?
Let's discuss how our entity formation & tax structuring services can help you achieve your financial goals.
Other Business Services
Fractional CFO & Strategic Financial Leadership
CFO-level guidance without the full-time cost—financial department supervision, KPI discipline, and operational streamlining that drive tax savings and profit.
Business Transformation: From Loss to Profit
Transform struggling operations into a profitable, high-value business with tax strategies that highlight strong net income, minimize liability, and build equity for a future sale or capital raise.
Succession Planning & M&A Advisory
Plan exits, partner transitions, and sales that preserve value and optimize after-tax proceeds.