Every Service
We Offer.In Full.

We advise on the right entity type — LLC, S-Corporation, or C-Corporation — then handle the complete state filing, registered agent appointment, EIN registration, and initial documentation. Available in all 50 states with expedited processing where needed.

Most states require annual report filings and renewal fees to keep your company in good standing. We track every deadline for every state you operate in, prepare all required documents, and file on your behalf — so you never miss a deadline or face penalties.

Need to change your business name, add or remove a member, update your registered address, or transfer ownership? We prepare and file all amendment documents with the appropriate state agencies and ensure your records reflect every change accurately.

Closing a business requires formal dissolution with the state to avoid ongoing fees and penalties. We file Articles of Dissolution, coordinate with the IRS for final tax filings, and ensure your entity is properly wound down — protecting you from future liability.

If your company has been administratively dissolved for missed filings or unpaid fees, we manage the full reinstatement process — clearing outstanding obligations, filing reinstatement documents, and restoring your company to good standing.

We provide registered agent services in all 50 states, receiving and forwarding legal documents and official state correspondence. This is required for every U.S. entity and ensures you never miss critical notices or BOI reporting obligations.

We prepare all federal tax forms: Form 1040 (individuals), 1040-NR (non-residents), 1120 (C-Corp), 1120-S (S-Corp), 1065 (Partnership), and Schedule C (sole proprietors). Each return is reviewed for accuracy and e-filed with IRS confirmation.

We file individual and business state tax returns in every state with an income tax requirement, including multi-state returns for those with presence or income in multiple states. We handle apportionment, credits, and state-specific elections.

Tax planning is a continuous discipline. We meet with clients quarterly to review financials, model tax scenarios, evaluate entity structure options, time income and expense recognition, and implement strategies that legally reduce your effective tax rate year after year.

If the IRS contacts you — whether for a routine notice, inquiry, or full audit — we represent you directly. We prepare response documentation, communicate with IRS agents, and work to resolve the matter as favorably as possible while protecting your rights.

We process payroll for your W-2 employees, calculate withholding for federal income tax, Social Security, Medicare, and applicable state taxes, and manage direct deposits. Year-end W-2 forms are prepared and e-filed with the IRS and SSA.

Businesses paying contractors $600+ must issue a 1099-NEC. We track payments, collect W-9s, prepare 1099-NEC forms, and file them electronically with the IRS — meeting the January 31 deadline and protecting you from steep non-filing penalties.

Form 941 must be filed quarterly to report employee wages, tips, and payroll taxes withheld. We prepare and file Form 941 for Q1–Q4, reconcile with your payroll records, and ensure your federal tax deposits are correctly applied and on time.

Worker misclassification exposes businesses to massive back-tax liability. We review your workforce structure, apply IRS tests, advise on correct classification, and handle Form 940 (FUTA) annual unemployment filings and state unemployment registrations.

We register your business for sales tax collection in every state where you have nexus — physical (office, warehouse, employees) or economic ($100,000+ in sales or 200+ transactions). We handle the application process and confirm your permit numbers.

If you purchase goods for resale, you may buy them exempt from sales tax using a resale certificate. We issue the correct certificate for each state, maintain your exemption documentation, and ensure your suppliers have what they need to sell tax-free.

We prepare and file your sales tax returns on a monthly, quarterly, or annual schedule as required by each state — reconciled against your sales data, marketplace facilitator reports (Amazon, Shopify), and prior filings to ensure accuracy.

We conduct a comprehensive economic nexus analysis across all states where you sell, identifying your current exposure and retroactive liability risk. If a state audits your sales tax compliance, we represent you and manage the audit response process.

We conduct a comprehensive clearance search across USPTO records, common-law databases, and state trademark registries to identify conflicts before filing. Then we prepare and file your application — word mark, logo, or both — selecting the appropriate classes.

USPTO examining attorneys frequently issue Office Actions — refusals or requirements that must be addressed within six months. We analyze the objections, develop a strategic response, prepare the necessary arguments and evidence, and file on your behalf.

If you filed on an "intent to use" basis, you must file a Statement of Use once you begin using the mark in commerce. We prepare and file your SOU or Extension, tracking the six-month deadlines and protecting your application from abandonment.

A federal trademark registration must be maintained through periodic filings: Section 8 (between Year 5–6) and combined Section 8 & 9 renewal every 10 years. We track all deadlines and file all maintenance documents to keep your registration alive.

We advise non-resident clients on the optimal U.S. state (Wyoming, Delaware, Florida), entity type, and tax treatment. We handle the complete formation, registered agent, operating agreement, and state confirmation — entirely remotely, no travel required.

Every U.S. business needs an EIN to open bank accounts, hire employees, and file taxes. Non-residents without an SSN cannot apply online — they must use Form SS-4. We prepare and file the SS-4 and obtain your EIN through direct IRS contact, typically within 1–4 weeks.

If you receive U.S.-sourced income as a non-resident — dividends, rental income, or distributions — you need an ITIN. We prepare and certify your Form W-7 application and all required documentation, and submit it to the IRS on your behalf.

Opening a U.S. bank account as a non-resident requires the right entity, correct documentation, and the right banking partner. We guide you through Mercury, Relay, Wise Business, and traditional banks — and help verify you for Stripe, PayPal, and Square.

Many U.S. states and banks require a physical U.S. address for your business. We provide registered office and mailing address services through our New York and Texas offices — giving your company a legitimate U.S. presence without requiring commercial space.

Foreign-owned U.S. entities have specific IRS filing obligations: Form 5472 (required for every foreign-owned SMLLC), FBAR filings, FATCA compliance, applicable tax treaty claims, and all annual U.S. tax returns for your entity and U.S.-sourced personal income.

Monthly bookkeeping using QuickBooks or Xero: categorizing every transaction, reconciling bank and credit card accounts, managing accounts payable and receivable, and maintaining an accurate, audit-ready general ledger. Clean books every month — no surprises at tax time.

Beyond bookkeeping, we produce GAAP-compliant monthly financial statements — P&L, Balance Sheet, and Statement of Cash Flows — with analysis of key line items. Year-end financial packages are prepared for your CPA, lenders, or investors with full supporting schedules.

Year-round strategic tax advisory: S-Corp election analysis, retirement plan selection and contribution optimization (SEP-IRA, Solo 401(k), SIMPLE IRA), depreciation and Section 179 strategies, real estate tax planning, and entity restructuring for the lowest defensible effective tax rate.

We advise on and obtain business licenses across a wide range of industries: general business licenses, state professional licenses, eCommerce seller permits, trucking authority (USDOT / MC number), freight broker authority, retail business licenses, and renewal compliance.

Complete compliance and operational setup for eCommerce businesses: entity formation, sales tax nexus analysis, payment processor setup, marketplace facilitator compliance (Amazon, Walmart, eBay), platform-specific tax settings, and ongoing bookkeeping optimized for eCommerce economics.

We advise clients on structuring brokerage and investment accounts for maximum tax efficiency — including the choice between taxable and tax-deferred accounts, tax-loss harvesting strategy, qualified opportunity zone investments, and the tax treatment of portfolio income for U.S. and non-resident investors.