Business Formation & Support
Our Services Include:
Formation & Setup
• Entity selection & formation – LLC, S-corp, C-corp, partnership, or DBA, set up correctly for your tax and liability goals
• EIN applications and entity / S-corp tax elections
• Statement of Information filing (CA Secretary of State)
• BOI / FinCEN beneficial ownership reporting (per current federal rules)
• Business licensing & permits – city, county, and state
• Registered agent service so legal and state notices never slip
Payroll & Payments
• Full-service payroll setup & processing – wage calculation, pay runs, and related filings
• Merchant services – set up to accept card and electronic payments
Insurance, HR & Workers’ Comp
As a Paychex partner, I help you cover the people side of operations – protected and compliant, without juggling separate vendors:
• Help securing business insurance
• HR services and support (via Paychex)
• Annual Workers’ Comp audit support
• Employee benefits and retirement plan setup
One Advisor for the Whole Lifecycle
Forming the entity is just the start. Because I also handle your accounting, taxes, and CFO strategy, I carry your business from formation through growth without you ever having to re-explain your situation. (Need financing or real estate help too? See Lending & Real Estate.)
Why Choose Us?
Our commitment to customer satisfaction ensures that you will receive the personalized service and attention you deserve. We know that each client situation is unique so we take the time to understand your individual financial goals and provide tailored solutions that align with your specific situation.
We stay up to date with the latest tax laws so we can provide the most accurate and beneficial guidance. We prioritize professionalism, integrity, and transparency to give you peace of mind and complete confidence in our services.