Tax Planning & Business Services

• New business formation and registration with state and local authorities (LLC, Corporation, Partnership, etc.)
  
  

• Filing for Employer Identification Number (EIN) with the IRS for new entities
  
  

• Registered agent coordination and compliance management
  
  

• Preparation and filing of state and federal business documents, including annual reports and amendments
  
  

• Liaison with attorneys, CPAs, and financial advisors to ensure proper entity structure and compliance
  
  

• Assistance with business licensing and permit applications
  
  

• Operating agreement and corporate bylaws support (coordination with legal counsel)
  
  

• Business name search and reservation to secure brand identity
  
  

• Dissolution and reinstatement filings for inactive or closed entities
  
  

• Business compliance calendar management to avoid missed deadlines or penalties
  
  

• Document organization and secure recordkeeping for corporate governance
  
  

• Consultation on entity type selection based on tax and liability considerations