Pricing & Packages

All Services.Transparent Pricing.

Every price is all-inclusive — state filing fees built in. No hidden costs, no hourly billing. Browse every service or book a free 15-minute consultation.

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Total $150 All-inclusive

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Select your state below. Your all-inclusive formation price — including the state filing fee, our service fee, EIN, registered agent, and operating agreement — updates instantly.

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Starter LLC
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ⓘ What's included State filing fee · Registered agent (year 1) · EIN · Operating Agreement · BOI report filing — all bundled, no add-ons.
  • LLC Formation (Your State)
  • EIN Application
  • Operating Agreement
  • Registered Agent — 1 Year
  • BOI Report Filing
Starter Corporation
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  • C-Corp or S-Corp Formation
  • EIN Application
  • Corporate Bylaws & Resolutions
  • Registered Agent — 1 Year
  • BOI Report Filing
Business Pro Corporation
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  • Everything in Starter Corporation
  • Registered Address + Mail Forwarding
  • Sales Tax Permit
  • Resale Certificate
  • Bank Account Assistance
  • Business License Assistance
  • Priority 24-Hour Support

State filing services require your state selection — prices vary by jurisdiction. Federal compliance services (BOI and ITIN) are fixed fees with no state dependency.

State Filing Services
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Annual Report & Renewal
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  • Annual Report Preparation
  • State Filing on Your Behalf
  • Good Standing Confirmation
  • Deadline Tracking & Reminder
  • Filing Receipt & Records
Company Dissolution
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  • Articles of Dissolution Preparation
  • State Filing on Your Behalf
  • Final Tax Filing Coordination
  • EIN Closure Notification (IRS)
  • State Dissolution Certificate

ITIN (Individual Taxpayer Identification Number) is required for non-US residents earning US income who don't have an SSN. BOI (Beneficial Ownership Information) reporting is a federal requirement for most US LLCs and Corporations — mandatory since January 2024.

ITIN Services
For non-US residents & international clients · no state selection needed
ITIN Application
$250
All-inclusive · CAA submission to IRS
  • Form W-7 Preparation
  • Document Review & Certification
  • Certifying Acceptance Agent (CAA) Submission
  • ITIN Tracking Until Assigned
  • Guidance on Required Identity Documents
ITIN Renewal
$200
All-inclusive · renew expired ITIN
  • Form W-7 Renewal Preparation
  • Expired ITIN Verification
  • CAA Document Certification
  • IRS Submission & Tracking
BOI Report Filing
Federal FinCEN requirement · mandatory for most US entities · no state selection needed
BOI Update Filing
$50
Required within 30 days of any ownership change
  • Updated BOI Report Preparation
  • Change of Ownership / Address / Name
  • FinCEN Submission on Your Behalf
  • Updated Filing Confirmation

Penalty Alert: BOI non-compliance carries civil penalties of $591 per day. ITIN is required for non-residents to file US tax returns, claim treaty benefits, or receive US-sourced income. Both services are handled within 3–7 business days.

Annual tax filing services for individuals and businesses. All prices are fixed, all-inclusive, and cover federal plus applicable state returns. No hourly billing, no surprises at year-end.

Individual Tax Filing
$150
All-inclusive · Federal + up to 2 states
  • Federal Form 1040 Preparation
  • 1–2 State Returns Included
  • W-2, 1099 & SE Income
  • Schedule C (Self-Employed)
  • E-File + IRS Confirmation
  • 1-Year Audit Support
Tax Planning
$400
Annual strategic engagement
  • Year-Round Tax Strategy
  • S-Corp Election Analysis
  • Quarterly Estimated Tax Schedule
  • Deduction Maximization Review
  • Retirement Plan Optimization
  • Year-End Planning Call

Sales tax is entirely separate from income tax. After the 2018 Wayfair Supreme Court decision, most eCommerce businesses have multi-state sales tax obligations. We handle registration, monthly/quarterly filings, and nexus analysis across all 50 states.

Filing Services
Ongoing filing · per state
Monthly Filing
$100/mo
Per state · all 50 states covered
  • Monthly Return Preparation & Filing
  • All 50 States Covered
  • Sales Data Reconciliation
  • Amazon / Shopify / eBay Integration
  • Marketplace Facilitator Reporting
  • Filing Confirmation Each Month
Registration & Analysis
One-time per state · get registered before you start collecting
Sales Tax Permit
$150 / state
One-time · per state · volume discounts available
  • State Nexus Analysis
  • Sales Tax Permit Application
  • Filing Frequency Determination
  • Permit Number Confirmation
Nexus & Compliance Review
Custom
Multi-state exposure assessment
  • Economic Nexus Analysis — All 50 States
  • Retroactive Exposure Assessment
  • Voluntary Disclosure Guidance
  • Wayfair Compliance Plan

Monthly accounting retainers give you clean, accurate books every month. Payroll packages are custom-quoted based on employee count and complexity. Both include dedicated account management.

Bookkeeping & Accounting
Monthly retainer · cancel anytime
Starter Bookkeeping
$100/mo
Monthly retainer · cancel anytime
  • Monthly Transaction Categorisation
  • Bank & Credit Card Reconciliation
  • Monthly P&L Statement
  • QuickBooks / Xero Managed
Accounting & Reporting
$300/mo
Monthly retainer · cancel anytime
  • Everything in Pro Accounting
  • GAAP-Compliant Financial Statements
  • Year-End Financial Package
  • Multi-Entity Consolidation
  • Dedicated Senior Accountant

Payroll compliance is one of the most penalty-prone areas of US business tax. Missed deadlines, misclassified workers, and incorrectly filed returns generate IRS penalties that compound rapidly. We manage the complete payroll cycle — from processing to W-2s, 941s, and multi-state filings.

Payroll Essentials
Custom
Custom quote · based on employee count
  • Payroll Processing
  • Employee Onboarding
  • W-4 Processing
  • W-9 Processing
  • Payroll Tax Calculations
  • Employee Pay Stubs
  • Payroll Reports
  • Direct Deposit Support

Forward-looking financial intelligence for growth-stage businesses. Financial Planning & Analysis gives you the budgets, forecasts, and dashboards you need to make confident capital decisions. Strategic Advisory is scoped to your situation.

Financial Planning & Analysis
$300/mo
Monthly retainer · cancel anytime
  • Annual Operating Budget
  • 12-Month Rolling Cash Flow Forecast
  • Budget vs. Actuals Variance Analysis
  • KPI Dashboard & Monthly Reporting
  • Financial Modeling & Scenario Planning
  • Monthly Strategic Advisory Call
  • Growth & Capital Planning Support
Business & Financial Advisory
Custom
Engagement-based · scoped to your needs
  • Strategic Business Advisory
  • Tax Strategy & Minimization
  • S-Corp Election Analysis
  • Entity Restructuring Advice
  • Investment & Portfolio Tax Planning
  • eCommerce & Marketplace Advisory
  • Business Licensing Guidance

Federal trademark registration through the USPTO gives your brand legal protection across the entire United States. All packages include a comprehensive clearance search before filing. USPTO government fees are included in the prices below.

Initial Filing
$650
All-inclusive · USPTO application & search
  • Comprehensive Trademark Search
  • USPTO Application Filing
  • Class Selection Guidance
  • Application Status Tracking
Brand Guardian
$850
All-inclusive · ongoing portfolio management
  • Everything in Full Protection
  • Multiple Classes Covered
  • Trademark Renewal Management
  • Annual Compliance Review
  • Priority Legal Escalation

Documentation Guide

What Information We Need

Have the following ready before your first call. All information is handled securely and confidentially.

Personal Tax Filing
For Individual / Form 1040
  • Full Legal Name & SSN / ITIN
  • Date of Birth & Filing Status
  • W-2 Forms from all employers
  • 1099s (freelance, interest, dividends)
  • Mortgage Interest — Form 1098
  • Brokerage Statements — Form 1099-B
  • Education — Forms 1098-T & 1098-E
  • Insurance — Form 1095-A
  • Charitable donation receipts
  • Prior year tax return (1040)
  • Bank account for direct deposit
  • Dependent info (name, DOB, SSN)
  • Foreign income / accounts (FBAR)
Business Tax Filing
LLC / S-Corp / C-Corp / Partnership
  • Business EIN
  • Entity type & state of formation
  • Prior year business tax return
  • Full-year Profit & Loss Statement
  • Balance Sheet (as of Dec 31)
  • All bank & credit card statements
  • Vehicle — Business & Personal Mileage
  • Home Office — Square footage used
  • Payroll summary (W-2s, 941s)
  • 1099s issued to contractors
  • Fixed asset / depreciation schedule
  • Shareholder / partner % ownership
Company Formation
New Entity in Any State
  • Desired Business Name (3 options)
  • Entity Type (LLC, S-Corp, C-Corp)
  • State of Formation preference
  • Nature / purpose of business
  • Owner(s) Full Legal Names
  • Owner SSN / ITIN / Passport
  • Ownership % per member
  • Management structure preference
  • Bank account assistance needed?
Trademark Application
USPTO Brand Registration
  • Trademark name
  • Logo file (if applicable)
  • Goods / services to be covered
  • International class(es) selection
  • If owner is company: Company Name & Address
  • Entity classification
  • Applicant's full legal name
  • Applicant address & citizenship
  • Applicant email & phone number
  • Currently in use? (Yes / No)
  • Date of first use in commerce
  • Product description & relevant keywords
  • Specimen of use (website, product photo)
Accounting
Bookkeeping & Financial Reporting
  • Accounting software access (QuickBooks / Xero)
  • Business bank statements
  • Credit card statements
  • Sales invoices & revenue records
  • POS / eCommerce platform access
  • Cash sales records (if applicable)
  • Vendor bills & expense receipts
  • Loan & financing information
  • Fixed asset register or invoices
  • Prior year financial statements
Payroll
Employee & Contractor Payroll
  • Company Name & EIN
  • State(s) of operation
  • Payroll start date
  • Employee full name & address
  • Social Security Number
  • Date of hire & job title
  • Pay rate (hourly or salary)
  • Direct deposit details
  • W-9 (U.S. contractors)
  • W-8BEN (foreign contractors)
  • Prior payroll records (if switching)
  • Payroll frequency preference

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