Advanced Advisory Services

We begin by reviewing your corporate documents to identify what’s missing and help you file what’s required — giving your business a solid, protected foundation from day one.

Entity Formation & Compliance:

• LLC filings
• EIN (SS-4)
• Registered Agent guidance
• DBAs/assumed names
• organizational minutes
• basic employee handbook

Corporate Documentation:

• operating agreements
• accountable plans
• corporate minutes/resolutions

S-Corp Planning:

• evaluate benefits & timing
• file Form 2553
• establish reasonable salary
      (Coordinated with your tax pro.)

Owner Retirement & Payroll Support:

• S-Corp payroll
• retirement plan contribution coordination
• Solo 401(k) setup support

We assist with the initial setup — ongoing monitoring remains with you and your tax advisor.