Business Services
Formation
- Writing and/or Reviewing Business Plans
- Discussing Legal Entity Structures (e.g., Sole Proprietor, Limited Liability Company/Partnership-LLC/LLP, Partnership, Small Business Corporation-S Corp, Corporation-C Corp)
- Obtaining an Employer Identification Number (EIN)
- Incorporating Your Business (e.g., Articles of Organization, Articles of Incorporation)
- Registering for State and Local Taxes (eg., Sales Tax Certificate of Authority, Sale Tax Exemption Certificate)
- Registering a Business Name ("Doing Business As" or "DBA")
- Obtaining Business Licenses and Permits (Employer Registration)
- Discussing an Operating Agreement
- Choosing a Business Location
Operation
- Implementing a System for Maintaining Books and Records
- Selecting a Tax Election (e.g., Election to be taxed as a S-Corporation)
- Selecting a Payroll Service Provider/Software (e.g., ADP, QuickBooks Online-QBO Payroll)
- Assisting with Compliance Requirements (e.g., "Reasonable Compensation", Self-Employed Health Insurance)
- Discussing Retirement Vehicles and Strategies
- Chief Financial Officer (CFO) Services
Dissolution
- Finalizing Income/Franchise Taxes
- Finalizing Payroll Taxes
- Finalizing Sales Taxes
- Obtaining Consent to Dissolve
- Filing Dissolution Forms (e.g., Certificate of Dissolution)