Initial Consultation: 30–60 minute discussion on business goals, structure, and tax strategy
Prepare Formation Documents and Name Availability Search & Reservation (to ensure the desired company name is available and securing it).
Custom Operating Agreement: Drafting a tailored internal document covering ownership, voting rights, profit distribution, and member exits (rather than a generic template).
Preparation & Filing: Preparing and submitting the Articles of Organization (or Certificate of Formation) with the Secretary of State.
EIN Application: Obtaining the Employer Identification Number from the IRS.
Compliance Support: Guidance on ongoing state requirements, such as annual reports and franchise taxes
