Entity Formation · Optimization
Entity Formation & Optimization
The way your business is structured shapes how you are taxed, how you pay yourself, and how much risk you carry.
Entity Formation & Optimization is about choosing and maintaining a structure that actually fits the way you work.
Instead of guessing between LLC, S corporation, or “just staying a sole proprietor,” you get calm,
numbers-informed guidance so your entity supports your goals instead of getting in the way.
Who We Serve
When Entity Formation & Optimization Makes Sense
This service is designed for business owners who want their structure, tax treatment, and compensation
to work together in a deliberate way.
- New entrepreneurs deciding how to set up their first business entity.
- Existing LLC owners wondering if an S corporation election now makes sense.
- Business owners experiencing growth and wanting to revisit how they pay themselves and manage tax.
- Clients with multiple activities or entities who want a clearer, more intentional structure.
You do not have to know which option you want ahead of time — our job is to help you evaluate the tradeoffs
and choose a path that fits your numbers and your comfort level.
What's Included
What Entity Formation & Optimization Includes
We focus on aligning legal structure, tax treatment, and day-to-day operations so they all point in the same direction.
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Current-state review.
We look at how you are set up today — legal entity, registrations, ownership, and how money currently moves
in and out of the business. -
Scenario-based tax comparison.
We walk through how your numbers would look under different structures (for example, sole proprietor vs. LLC vs. S corporation),
so you can see the impact in clear terms. -
Formation or election guidance.
When a change makes sense, we outline the steps, timing, and filings involved, and clarify which pieces we handle
and which are handled by your attorney or state. -
Practical implementation checklist.
We provide a clear list of follow-up steps so your bank accounts, payroll, bookkeeping, and owner draws
match the structure you have chosen.
Entity Formation & Optimization can be paired with Business Tax Preparation or Tax Strategy & Annual Tax Preparation
so your new structure is supported with ongoing planning and filing.
Process
How the Process Works
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1. Discovery & goals.
We discuss your current setup, income level, growth plans, and what you want your business to support
in your personal life. -
2. Numbers and scenarios.
Using your actual or projected numbers, we compare how different structures would affect tax,
owner pay, and administrative work. -
3. Recommendation & decision.
We walk through your options in plain language and recommend a path, answering questions so you can make
a confident choice. -
4. Implementation support.
We assist with tax-related filings (such as S corporation elections) and coordinate with you and your
attorney where legal documents are needed.
Pricing
Entity Formation & Optimization Pricing
Pricing depends on whether we are advising on structure only, supporting a new entity setup,
or helping you transition an existing business to a new tax treatment.
- Single-entity review and optimization recommendations.
- Guidance and support for new entity formation.
- Transition planning for LLCs electing S corporation status.
During your consultation, we will outline the scope and a clear fee range so you know exactly
what is included before you move forward.
Common Questions
Frequently Asked Questions
Do you file the legal entity paperwork with the state?
We focus on the tax and structure side. In many cases, your attorney or a formation service
will file the legal documents with the state, while we handle the tax elections and coordination.
We will clarify who does what so nothing falls through the cracks.
How do I know if an S corporation is right for me?
It depends on your profit level, how you pay yourself, and your tolerance for additional
payroll and compliance steps. We will walk through the tradeoffs using your real numbers
so the decision is grounded in facts, not rules of thumb.
Can you help if I already formed an entity and am not sure it's set up correctly?
Yes. We can review what you have, identify any gaps or mismatches, and recommend adjustments
so your operations, tax filings, and structure are aligned.
Next Step
Ready for your entity to match your real business?
If you are ready to stop guessing about the “right” structure and want clear, numbers-based guidance,
we would be happy to help.