New Business Formation

Helping You Build the Foundation for a Successful Business

The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. As an entrepreneur, you’re probably a "big picture" person with a vision. You'd rather not deal with nitty-gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow. The good news is that I'm here to help you figure it out.

What I Do for You:

• Determine which business entity type best meets your needs, goals and minimizes tax liability. An LLC is not an entity. The taxation of an LLC must be chosen, which we will discuss.
• Partnership and/or Operating agreements
• Prepare a cash flow budget
• Create a business plan to help you secure financing (if needed)
• Set up an accounting system using software that works for you
• Make sure you are compliant with state, local, and federal tax laws such as sales and use tax, payroll tax, and Federal EIN (Employer Identification Number)
• Prepare annual tax returns and quarterly estimated taxes as needed
• Assist you in filing paperwork for state and local licenses and permits as required
• Assess your business insurance needs

Planning for Success - and Profit

Building a successful and profitable business requires a strong foundation, just like building a house. We handle startups, maturing businesses, businesses in the growth stage as well as businesses in their succession stage(s).  

Are you interested in understanding the principles, which could require some sacrifices based on opinions you have heard? We are here to provide professional advice and knowledge based on expertise, not opinion.

Say "yes" to making your business dreams come true. If you're ready to become your own boss and get your new business off to an excellent start, call us today or fill out the form below.