Business Formation & S-Corp Setup — done by the team that files your taxes
Formation isn’t about forms—it’s about getting the structure, payroll, and books to agree with your tax return. We handle the paperwork and keep everything synced so you get the protection you want and the savings you’re entitled to.
Why S-Corp beats a sole proprietorship (once you’re profitable)
- Sole prop: nearly all profit is hit with self-employment tax (SS & Medicare).
- S-Corp: you pay a reasonable W-2 salary (FICA applies there), and remaining profit typically avoids SE tax.
- Real-world result: qualified businesses commonly keep ~10% more of profit after payroll/admin because they’re not paying FICA on 100% of profit.
- No-brainer threshold: if you net $50k+/year, an S-Corp is often the smarter default—putting more of your money to work for you.
LLC Formation (current tax-prep clients) $495 One-time filing fee
- Name availability & Articles filed with the state
- EIN issuance and basic state tax account registrations (as needed)
- Banking & bookkeeping kickoff checklist (separate accounts, receipts, W-9s)
- QBO chart of accounts aligned to your tax return for a clean first year
- Secure portal + year-round support from the same team that prepares your taxes
Ongoing optional: Annual Entity Support for $65/year (see below).
LLC + S-Corp Election Bundle $750 One-time filing fee 1st month payroll FREE
- Everything in the LLC package plus S-Corp election prepared and filed—deadlines managed
- Reasonable-comp baseline & owner payroll kickoff (payroll is required for active S-Corp owners)
- ProFiler Payroll Protection: new S-Corps receive the first month FREE (ongoing payroll quoted separately)
- Quarterly tax-sync so estimates and owner pay avoid April surprises
- First-year compliance calendar (W-2, 1099, estimated taxes)
Ongoing optional: Annual Entity Support for $65/year (see below).
Annual Entity Support — $65/year (optional, recommended)
- State renewal reminders & filing assistance (to stay active and in good standing)
- Compliance sync with your tax return (entity data matches IRS/state so there are no delays)
- Simple changes (address/owner updates) routed through the tax team for consistency
Keep your entity current, renewed, and fully synced with your bookkeeping and tax filing—no gaps, no liability surprises.
Why your tax firm should set this up
- Books • Payroll • Tax all match—fewer notices and reclass headaches
- Savings model, not sales pitch: we show S-Corp savings vs. costs before you decide
- Payroll alignment: we set wages to “reasonable,” then keep them there with check-ins
- 1099/W-9 hygiene: vendors set up right from day one
- Value pricing: our bundled setup is typically lower than CPA averages or DIY once corrections/time are counted
What you walk away with
- Active LLC + EIN and (if chosen) a valid S-Corp election on file
- Banking + bookkeeping ready to go (starter COA & vendor rules)
- Owner-pay plan and first-quarter tax roadmap
- One support team year-round—no handoffs, no finger-pointing
Good to know
- One-time fees: the $495 and $750 formation prices are one-time filing fees (state fees extra).
- Annual Entity Support: optional $65/year for renewals & syncing with your tax return.
- New S-Corps: first month of our payroll service is FREE; ongoing payroll is quoted separately.
- S-Corp owners who work in the business must run payroll. We can add full-service payroll and keep everything in sync.
- We’re not a law firm; formation services are provided as tax & compliance support.
Ready to get started?
Reply with your business name idea and where you operate—we’ll confirm availability and send a one-page kickoff.