
Startup Consultation
Starting a business is exciting, but making the right financial and tax decisions from the beginning can save you time, money, and stress down the road. In this one-on-one consultation, I’ll walk you through the essential steps to ensure your business is structured for maximum benefits and compliance.
What’s Included:
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1-Hour Personalized Consultation – We’ll discuss your business goals, answer your questions, and create a strategy tailored to your needs.
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Choosing the Best Business Structure – I’ll help you determine whether an LLC, S-Corp, or another entity type is the best fit for your business, considering tax advantages, liability, and growth plans.
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State Registration & Tax Accounts – I’ll identify what registrations and tax accounts your state requires so you can operate legally and avoid surprises.
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EIN Registration & Essential Forms – You’ll receive step-by-step guidance on obtaining an Employer Identification Number (EIN) and filing any necessary forms for your business.
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Banking, Payments & Payroll – I’ll navigate you through your best banking options, payment processors, and the legal and tax requirements for hiring employees or working with contractors.
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Accounting & Bookkeeping Setup – I’ll help you establish a customized Chart of Accounts and provide accounting templates so you can track your finances correctly from day one.
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How to Pay Yourself the Right Way – We’ll explore different ways to pay yourself, their tax consequences, and strategies to maximize tax benefits.
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Funding & Loan Options – If applicable, I’ll help you understand your options for raising capital, securing loans, and funding your business growth.
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Tax Forms & Deadlines – I’ll identify all required tax forms and filing deadlines to keep your business compliant and penalty-free.
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Detailed Meeting Notes & Resources – You’ll receive a comprehensive summary of our consultation, including key recommendations, business templates (invoices, bills, etc.), and additional resources to set you up for success.
Price $500
Contact
Do you have any questions? Get in touch to learn more.