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Structured Support at Every Stage of Your Business

From your first registration to ongoing compliance, our packages are built around where your business is today.

Business Starter Package

“Start your business the right way.”

Who it's for β€” clients who are starting a business, currently operate informally, need licenses and registrations, or have never formed a legal entity. Examples: painters, cleaners, truck drivers, barbers, resellers, independent contractors.

Business Formation
  • LLC filing OR DBA registration
  • EIN registration
  • California registration
  • Statement of Information
Licenses & Registrations
  • City business license assistance
  • Seller's permit guidance (if needed)
Business Foundation
  • Startup compliance checklist
  • Basic expense-tracking guidance
  • Business bank account checklist
Client Delivery Folder
  • EIN letter
  • Filed documents
  • Registration confirmations
  • Compliance calendar

Business Transformation Package

“Transition from self-employed to structured business.”

Who it's for β€” existing business owners who file Schedule C, already generated income, want legal structure, need tax efficiency, or are growing.

Entity Transformation
  • LLC formation
  • EIN setup/update
  • S-Corp election guidance (if appropriate)
  • California registration
Compliance Setup
  • Business license review
  • State registrations
  • Contractor compliance review
  • Basic payroll guidance
Tax Structure Review
  • Schedule C analysis
  • Self-employment tax review
  • Deduction review
  • Entity structure recommendation
Business Organization
  • Compliance calendar
  • Financial organization setup
  • Quarterly tax guidance
Professional Documentation
  • Operating Agreement
  • Ownership documentation
  • Startup records folder