What it is: A one-on-one meeting where we talk through your business or tax situation.

What it’s used for:

What it is: Structured guidance and accountability as you start, grow, or clean up your business.

What it’s used for:

What it is: Preparing and filing your tax returns accurately and on time.

What it’s used for:

What it is: Establishing and strengthening credit under your business name (not your personal SSN).

What it’s used for:

What it is: A legal document explaining how your LLC is run.

What it’s used for:

Fee: $149.99 + state filing fee

What it is: Legally registering your business with the state.

What it is: Filing paperwork with the IRS to have your LLC or corporation taxed as an S-Corporation.

What it’s used for:

What it is: Updating who receives official documents for your business.

Why it matters: Keeps your business compliant and reachable.

What it is: Reporting and paying collected sales tax.

Why it matters: Late filings can cause penalties and interest.

What it is: A yearly update filed with the state.

Why it matters: Keeps your business in good standing.

What it is: Updating business information (address, name, owners).

What it is: Proof your business is compliant.

Used for:

What it is: Permission to do business in another state.

What it is: Registering a business name different from your legal entity name.

What it is: Officially closing your business.

Why it matters: Prevents future taxes and penalties.

What it is: Registering with the Department of Transportation.

Who needs it: Commercial vehicle operators.

What it is: Designates agents to receive legal documents in each state.

Required for: Interstate carriers.

Notary – In-Person & Mobile

What it is: Officially verifying signatures.

What it is: A professional business mailing address.

Used for:

What it is: Short-term or scheduled office use for meetings or work.

Why it matters: Professional setting without long-term leases.

What it includes:

• Corporate seal
…