Business Registration & Optimization Package

Launch, convert, and optimize your business entity with ease—fully compliant from day one.

Our Business Registration & Optimization Package is perfect for entrepreneurs and small business owners who want a seamless, all-in-one solution to get their business legally registered, properly structured, and optimized for compliance and growth.

What’s Included:

1. Business Entity Registration & Conversion
• Formation of new business entities (LLC, S-Corp, Corporation)
• Conversion of existing entities to the desired structure
• Preparation and filing of all required state paperwork
• Operating agreement / bylaws drafting or updates
• Assistance with EIN application or updates with the IRS

2. Compliance & Legal Optimization
• State and local licensing guidance and filings
• Annual report setup and reminders to maintain good standing
• Registered agent service setup (if needed)
• Compliance checklist for federal, state, and local requirements

3. Payroll Setup & Integration (30 Day)
• Payroll system setup for your new or converted entity
• Employee onboarding and payroll compliance
• Federal and state tax withholding setup and reporting
• Direct deposit and pay stub management

4. Optional Add-Ons for Optimization:
• Business money-market bank account REFERRAL access setup guidance
• Multi-state registration assistance
• Business structure strategy session to maximize tax benefits

5. Support & Consultation:
• 30-minute strategy session to ensure your entity choice aligns with growth and tax efficiency
• 30 days of post-registration support for questions and adjustments

(Note: State filing fees, EIN fees, and optional add-ons are separate.)

Disclosure: The retainer and service fees are based on the services selected at the time of consultation. Fees may be adjusted after the completion of services if additional service upgrades or elections are made by the client. All adjustments will be communicated and agreed upon prior to implementation.