New Business Formation

The decisions you make first are the hardest to undo.

Entity choice, ownership structure, and accounting setup look like paperwork — until the wrong choice costs you at tax time, in a dispute, or when an investor asks for clean records. We help founders get the foundation right the first time.

The formation engagement

• Entity selection — LLC, S corp, C corp, partnership — driven by your tax picture and goals
• State registration, EIN, and required filings
• Ownership and buy-sell considerations when there's more than one founder
• Accounting system setup and a chart of accounts that fits the business
• Payroll setup, including paying yourself correctly
• A first-year tax calendar so nothing surprises you

From formation to evolution

Most formation clients stay for the monthly accounting, and the strongest businesses eventually use the part-time CFO bench too. We build the foundation knowing what comes next — because we're usually there for it.

Common questions

LLC or S corp?

It depends on your income, payroll plans, and exit goals — there is no universal answer, which is exactly why a one-hour consultation beats an internet quiz.

I already formed an LLC online. Did I do it wrong?

Possibly not! We'll review what you set up and fix only what needs fixing — often it's the tax election and accounting setup, not the entity itself.