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Capability 06

Business Filings

We prepare and file what you decide on. Questions about which structure to choose go to your attorney or CPA.

Scope of service

What this capability covers.

  • LLC and corporation formation filings
  • Annual reports and reinstatement filings
  • Fictitious name (DBA) registrations
  • EIN applications
  • Business tax receipt applications
  • Registered agent service
You decide, we file. Which structure to choose is a question for your attorney or CPA.
How it works

Four steps, in writing.

The same sequence every time, so you always know what happens next.

  1. 01
    Decide

    You decide, with your attorney or CPA where needed, what should be filed.

  2. 02
    Prepare

    Forms prepared from your information and sent to you to review.

  3. 03
    File

    Filed with the state, county or agency as you direct; fees passed through at cost.

  4. 04
    Calendar

    Confirmations stored and the next renewal put on the calendar.

Common questions

About business filings.

All questions →

Can you tell me whether to form an LLC?

That decision belongs to you and your attorney or CPA. Once you decide, we handle the filing.

Do you file annual reports?

Yes, for Florida entities and others as directed, and we calendar the next one.

Are state fees included?

State and county fees are passed through at cost and listed separately on your quote.

What you receive

Deliverables, in writing.

Every engagement lists its deliverables in the written scope. These are typical for this capability.

  • Filed documents and state confirmations
  • A filing and renewal calendar
  • An organized entity record

Seen in: Two trucks, one owner, and the paperwork piling up · From side job to a real business · A community organization behind on its state filings · Two 1099s, one shoebox and an April surprise

How it's priced
Fixed fee per filing

Quoted per filing, plus the state or county filing fees passed through at cost.

Quoted in writing before work begins. The first conversation carries no charge.

Request a quote →
Our approach
I

Assess

We learn how the operation actually runs: people, paperwork, systems and pain points.

  • Discovery conversation
  • Document and process review
II

Define

A written scope: what we will do, what it costs, when it is due, and what goes to a licensed professional.

  • Written scope and fee
  • Licensing boundaries identified
III

Execute

We do the work, or coordinate the vetted professionals who must, and keep you informed throughout.

  • Delivery against scope
  • Regular status updates
IV

Document

Every engagement closes with a clean record and an itemized invoice. Systems are handed over in full.

  • Records and handover
  • Itemized invoice
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Start an engagement

Let's put it in writing.

Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.

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