Tax & Compliance · Pricing
Business Formation Administration
Starting at$400one-time
What the price covers
1 domestic entity in 1 state from approved instructions; EIN administration included
What we do
- Collect approved legal instructions and required entity details
- Prepare and coordinate the authorized formation filing
- Administer the included EIN application
- Retain confirmations and establish the filing calendar
- Review data completeness and the authorized filing handoff
What you get
Formation/EIN confirmation pack and assigned filing calendar.
Not included
Choosing the entity type, legal drafting and government filing fees.
Included in
Every Step. All 16.
- 01Collect the adviser-approved entity type, state and ownership detailsFormation intake · Operations
- 02Confirm the authorized filing contactFormation intake · Operations
- 03Check the proposed name and supplied registered-agent detailsFormation intake · Operations
- 04Prepare the formation application from approved instructionsFormation filing · Operations
- 05Check names, addresses and ownership fields against the sourceFormation filing · Operations
- 06Obtain approval and required signaturesFormation filing · Operations
- 07Submit the formation filing to the stateFormation filing · Operations
- 08Collect responsible-party details and application authorityIncluded EIN · Operations
- 09Prepare the EIN request using the approved entity informationIncluded EIN · Operations
- 10Retain the confirmation or pending-application recordIncluded EIN · Operations
- 11Save accepted formation and EIN recordsCompletion records · Operations
- 12Record the assigned filing calendarCompletion records · Operations
- 13Send the entity-record pack to the company ownerCompletion records · Operations
- 14Check filing details against the approved instructionsFinal review · Senior accountant
- 15Check acceptance and remaining requestsFinal review · Senior accountant
- 16Send the owner the next compliance steps: tax registrations, bank account and annual reportFinal review · Senior accountant
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