We handle the preparation and filing of your Articles of Organization with your state, including name availability checks, registered agent designation, and initial operating agreement drafting to get your LLC up and running quickly.

Complete formation support for C-Corporations, including Articles of Incorporation filing, bylaws preparation, and initial board and shareholder documentation to establish your corporate structure properly.

After formation, we ensure your entity meets all initial compliance requirements — state business licenses, federal registrations, and any industry-specific permits your business may require.

Guidance on forming in your home state versus a formation-friendly state like Delaware, Wyoming, or Nevada, balancing liability protection, tax advantages, and operational simplicity for your goals.

Expert preparation and filing of IRS Form 1023 or 1023-EZ for 501(c)(3) status, including narrative descriptions, financial projections, and all supporting documentation required for approval.

State-level nonprofit corporation formation, including Articles of Incorporation tailored to nonprofit requirements, initial bylaws, and conflict-of-interest policies required by the IRS.

Ongoing compliance support including annual state charity registrations, IRS Form 990 preparation, and public disclosure requirements to protect your tax-exempt status year after year.

Preparation of board meeting minutes, resolutions, and governance documents that satisfy IRS requirements and demonstrate your organization's accountability and proper oversight.

Filing of a fictitious business name or 'Doing Business As' (DBA) with your county or state, giving your sole proprietorship a professional identity separate from your personal name.

Identification and application support for city, county, and state business licenses and permits required for your specific industry and location.

Applying for an Employer Identification Number (EIN) from the IRS on your behalf, which you may need for banking, hiring, or filing purposes even as a sole proprietor.

Annual tax preparation for sole proprietors including Schedule C filing, self-employment tax calculations, estimated quarterly payment planning, and deduction maximization.

Thorough search of state and county records to confirm your desired trade name is available and does not conflict with existing registrations or trademarks.

Complete preparation and submission of DBA registration paperwork with the appropriate county clerk or state agency, including all required publication notices where mandated by law.

Proactive tracking and renewal of your DBA registration before expiration to ensure your trade name remains active and your business stays in good standing.

Support for businesses operating under multiple trade names, including maintaining separate registrations, tracking renewal dates, and ensuring compliance across all active DBAs.

Fast, accurate preparation and submission of IRS Form SS-4 to obtain your Employer Identification Number (EIN), typically retrieved same day for U.S.-based applicants.

Guidance and preparation support for Individual Taxpayer Identification Number (ITIN) applications for foreign nationals who need to file U.S. taxes or conduct business in the U.S.

Specialized EIN obtainment for trusts, estates, nonprofits, and other non-standard entities that require a unique federal tax identification number for IRS compliance.

If you've lost your EIN or need to verify your federal tax ID number, we assist with IRS records requests and documentation to confirm or replace your number efficiently.

A thorough review of your business structure, ownership, and financials to determine whether S-Corporation status is advantageous and whether you meet all IRS eligibility requirements.

Preparation and timely filing of IRS Form 2553 (Election by a Small Business Corporation) with all required shareholder consents, ensuring your election is accepted and effective on the correct date.

If you missed the initial S-Corp election deadline, we can file for relief under IRS Revenue Procedure 2013-30, allowing retroactive elections in many qualifying situations.

After your S-Corp election is approved, we help set up reasonable shareholder-employee compensation structures, payroll requirements, and annual filing obligations to maintain your elected status.

Preparation and filing of Articles of Amendment with your state to officially update your entity name, registered address, officer information, or other formation document details.

Revision of LLC operating agreements or corporate bylaws to reflect membership changes, ownership restructuring, updated management provisions, or new operational requirements.

Documentation of ownership transfers, new member additions, or buyouts — including updated ownership schedules, transfer agreements, and any state filings triggered by ownership changes.

Processing of state filings to update your registered agent or registered office address, ensuring critical legal correspondence continues to reach your business without interruption.

Professional preparation of annual meeting minutes for corporations and LLCs, documenting officer elections, financial reviews, and other required annual business to satisfy state compliance requirements.

Documentation of special or called meetings where significant decisions are made — such as approving loans, major contracts, real estate transactions, or other material business actions.

Drafting of formal resolutions to document specific corporate actions taken without a full meeting, including banking resolutions, officer authorizations, and equity issuances.

Complete organization and ongoing maintenance of your corporate minute book, ensuring all historical records are properly compiled, indexed, and accessible for audits, loans, or business transactions.

Appointment of a professional registered agent for your business entity, satisfying state requirements with a reliable point of contact for service of process and official government notices.

Prompt receipt and forwarding of legal summons, lawsuits, and government notices delivered to your registered agent, ensuring you never miss time-sensitive legal correspondence.

Registered agent coverage for businesses operating in multiple states, with a single point of coordination to manage agent appointments, renewals, and compliance filings across all jurisdictions.

Seamless transition if you're switching registered agents, including preparation and filing of the Statement of Change of Registered Agent with the applicable state authority.

Compilation and organization of all essential corporate documents — formation filings, operating agreements, EIN confirmation letters, resolutions, and annual reports — into a complete, accessible corporate file.

Preparation and timely submission of required annual or biennial reports with each state where your entity is registered, including payment of state fees to maintain active status.

Retrieval of Certificates of Good Standing from state authorities — often required by lenders, investors, or counterparties — confirming your entity is current on all state filings and fees.

Obtaining certified copies of your formation documents, amendments, or other state-filed records directly from the Secretary of State's office for legal, banking, or transaction purposes.

Preparation and filing of Articles of Dissolution (or Certificate of Cancellation for LLCs) with your state, officially terminating your entity's legal existence and relieving you of ongoing state obligations.

Coordination of final federal and state tax returns, including obtaining tax clearance certificates where required by your state before dissolution can be completed.

Guidance on the required steps to wind down business operations — notifying creditors, settling outstanding obligations, liquidating assets, and distributing remaining assets to members or shareholders.

For businesses registered in multiple states, we handle the withdrawal or foreign qualification cancellation filings in each state to fully terminate your business presence and stop ongoing fees.

A comprehensive assessment of your entity's current status, the reason for dissolution or revocation, outstanding fees, and the specific requirements your state imposes to reinstate your business.

Preparation and submission of all missed annual reports, outstanding state fees, and penalty payments required to bring your entity current and eligible for reinstatement.

Preparation and filing of the formal reinstatement application with your state's Secretary of State or Division of Corporations, including all supporting documentation to restore your active status.

After reinstatement, we establish an ongoing compliance calendar for your entity — tracking future annual reports, renewal deadlines, and state fees — to prevent another lapse in good standing.