Services
Our PRactice
Business Formation & Corporate Structuring
• Entity Formation Services (LLC, Corporation, Partnership, Nonprofit)
• Registered Agent Services (Nationwide coverage)
• Corporate Bylaws & Operating Agreements
• Foreign Qualification Filings for interstate operations
Compliance & Governance Management
• Annual Report & Franchise Tax Filings
• Corporate Minute Book Maintenance
• Business License Research & Registration
• Compliance Calendar & Monitoring Tools
• State & Federal Regulatory Filings (including Secretary of State & IRS forms)
Corporate Tax & Financial Compliance
• Business Tax ID (EIN) Registration
• State Sales Tax Registration & Compliance
• Payroll Tax Registration
• Quarterly & Annual Tax Compliance Reviews (leveraging former CPA expertise)
• Multi-State Nexus Analysis
Document Filing & Retrieval
• Certificate of Good Standing Requests
• Certified Copies & Apostille Services
• UCC Search & Filings
• Trademark & IP Registration Support
Management Consulting Services
• Business Process Optimization
• KPI & Financial Performance Tracking
• Risk Assessment & Internal Controls
• Strategic Growth Planning
• M&A Readiness & Due Diligence Support
Specialty Compliance Solutions
• Industry-Specific Licensing (Healthcare, Financial Services, Construction)
• Anti-Money Laundering (AML) & KYC Program Setup
• Data Privacy Compliance (GDPR, CCPA, NY SHIELD Act)
• Crypto/Virtual Currency Licensing & Compliance (BitLicense, MSB Registration)
Technology-Enabled Client Portal
• Online Filing Dashboard
• Document Vault for Corporate Records
• Automated Compliance Alerts
• Client–Consultant Messaging System