For New Businesses

Just started.
Already done right.

LLC formation, EIN, books from day one, sales tax registration, and a tax strategy before April catches you off guard. One firm. One fee. Done.

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The First-90-Days Checklist

What every new business needs to do.

We handle every item below. You sign two forms.

LLC formation

File with the Texas Secretary of State, draft your operating agreement, and file your annual public information report. Filing fees pass through at cost.

EIN application

Federal tax ID with the IRS. Required to open a business bank account, hire employees, and file taxes. Same-day issuance.

Business bank setup

We’ll point you to bank accounts that don’t bleed fees. Mercury, Bluevine, or your local credit union — whatever fits your operations.

Sales & franchise tax

Texas franchise tax registration, sales tax permits, and the right reporting cadence. Set up once. Filed forever.

Books from day one

QuickBooks Online setup, chart of accounts customized for your industry, and bank feeds connected. We start tracking on day one — not after April.

S-Corp election (if right for you)

Once profit hits ~$60K, an S-Corp election can save thousands in self-employment tax. We’ll model it — and file Form 2553 if it makes sense.

New-business package: $499 setup + your monthly tier.

All filing fees pass through at cost. Books from day one. Tax strategy meeting included. Lock your monthly fee for 12 months.

Ready to do it right?

Book a free consultation. We’ll walk through your business plan and recommend the right entity, the right tax setup, and the right monthly tier.

Schedule Your Free Consultation →