New Business Setup & Entity Selection Consulting

Launch Your Business with the Right Foundation

Starting a business is exciting-but it can also be overwhelming when it comes to paperwork, legal structures, and tax considerations. Our CPA-led consulting helps entrepreneurs across the United States choose the right business entity, register properly, and set up accounting systems that make day-to-day management easier from the start.

Entity Selection Advice

Your choice of business structure impacts your taxes, liability, and long-term flexibility. We explain the pros and cons of Sole Proprietorships, Partnerships, LLCs, S-Corporations, and C-Corporations in plain terms, so you can make an informed decision. For example, an S-Corporation may reduce self-employment taxes for certain owners, while an LLC offers flexibility with fewer formalities. We'll help you determine the best fit for your business goals and tax strategy.

Business Registration Assistance

We guide you through registering your new company at the state and federal level, including:


  • Applying for an Employer Identification Number (EIN)


  • Registering with your state's business authority


  • Setting up payroll tax accounts if you'll have employees


  • Advising on any required licenses or permits in your industry


While we're not a law firm, we can coordinate with your attorney or a filing service to ensure all legal documents are submitted correctly.

Initial Accounting System Setup

Accurate records are critical from day one. We'll set up your QuickBooks file or other accounting software, create a customized chart of accounts, and design a process for tracking income and expenses. This ensures you start with clean, organized books-making tax time easier and giving you better insight into your finances.

Tax Considerations for Startups

We'll walk you through your tax obligations as a new business, including estimated tax payments, sales tax collection, payroll requirements, and key deductions to track. From home office expenses to startup costs, we'll make sure you know what can reduce your taxable income.

Common Questions About Starting a Business

  • How much does it cost to form an LLC?

    No, but we recommend it for its reliability and compatibility with tax preparation. We can work with Excel or other platforms if needed.

  • Can I switch from an LLC to an S-Corp later?

    Independent, tailored portfolios, consistent with your risk profile, designed to grow over time and provide ongoing income to support your lifestyle

  • Do I need a business plan before registering?

    Not legally, but having one is helpful-especially if you're seeking financing. We can assist with basic financial forecasts to strengthen your plan.

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Who We Help

Whether you're launching a consulting firm, retail store, farm, or online business, we provide personalized guidance to help you start strong. Our nationwide reach means we can work with you no matter where you're located-while still offering the personal attention you'd expect from a dedicated CPA.

Set Your Business Up for Success

Your business ideas deserve a strong start. Contact us today for a free consultation, and let's take the first steps toward building your company the right way.

Contact Us