Business Incorporation Packages

Business Incorporation Package

 Check offers / coupons page for current discounts on packages.

The Myth:

I can register my business with the State and protect my personal assets from any lawsuits.

 

The Reality:

Simply registering a business without the properly structured legal documentation does not protect you as a business owner from legal battles and lawsuits.

 

If a court determines that a company’s “corporate veil” has been pierced, the owners, shareholders, or members may be held personally liable for any corporate debts. This means creditors can go after the owners’ home, bank account, investments, and other assets to satisfy that corporate debt.

 

A licensed attorney should draft your legal documents, and a tax preparation firm should read them to suggest any corrections needed. This should occur even before you generate a tax return, ensuring that you are functioning under the agreements between you and the business to allocate and report income and expenses accordingly.

 

For example: if an owner lends money to the business for startup costs, there must be an agreement between the owner and the business to that effect, as well as an interest element on that agreement. The business should pay interest on the borrowed amount, and the business owner should show that interest income on his personal tax return.

 

There are many more examples just like this in everyday business operations. The best advice? Always treat your business as a separate person and act accordingly, even if you have 100% ownership.

 

The Solution: Our Business Incorporation Packages

Our basic business package is designed for individuals, entrepreneurs, other independent professionals who require ongoing support throughout their first year of operation. Often, these professionals want the benefits having a CPA firm and law firm involved as a team in their incorporation process.

 

We also have the resources to connect you with other professionals for services we don’t currently offer. These include business coaches, online marketing firms, attorneys, other public accounting firms, bankers, IT firms, and telecommunication agents. We understand that setting up a business involves many moving parts, and we are happy to utilize our professional network for your benefit.   

All our business incorporation packages include the following:

    • Initial consultation for the legal entity of your choice
    • Attorney fees for incorporation

                                     Note that we are not a law firm and will not provide legal advice on our own. Please consult with your attorney to make an appropriate determinations if needed!

  •  State filing fees up to $300
  • Close consultation with your outside legal counsel while incorporating your business and drafting the necessary legal documents for the entity of your choice
  • Review of documents drafted by your attorney from a tax perspective before filing
  • All the benefits of having a dedicated CPA on board for a fraction of the cost
  • Option to choose our office as your “Registered Agent” for initial operating year (no extra cost)
  • Assistance in obtaining a federal Employer Identification Number
  • Assistance in opening business bank account(s)
  • Federal business tax preparation for your first year of operation
  • Texas franchise tax filing
  • Guaranteed response within 48 hours for urgent matters

 

Which package should I choose?

See below for information on the 3 levels of incorporation support we offer to businesses of varying sizes. Check offers / coupons page for current discounts on packages.

 

Bronze Incorporation – $4,999

Revenue: none yet!

  • All services above
  • Accounting for the first year of operation (up to 5 transactions)

 

Silver Incorporation – $7,999

Revenue: up to $250,000

  • All services above
  • Accounting for your first year of operation (up to 300 transactions)
  • Unlimited text, email, and phone support throughout your first year of operation
  • Full-service payroll for up to 3 employees
  • Payment services for up to 4 contractors
  • Monthly 15-minute phone meetings to check in on business progress
  • Estimated tax calculations and payments

 

Incorporation – Gold – $9,999

Revenue: $250,000+

  • All services above
  • Accounting for your first year of operation (up to 600 transactions)
  • Unlimited text, email, and phone support throughout your first year of operation
  • Full-service payroll for up to 6 employees
  • Payment services for up to 8 contractors
  • Monthly 30-minute phone meetings to check in on business progress
  • Estimated tax calculations and payments

 

Payment Options

                   Option 1                    Option 2                  Option 3
3% discount when purchasing our comprehensive package in a single payment. Down payment: $2,750

Balance: 6 monthly installments with no interest

Down payment: $2,750

Balance: 12 monthly installments + 3% interest

Please note that any of our packages can be customized to add additional services offered by our firm. These may occur on either a flat-fee or hourly basis; please inquire for details.

If you need ongoing business support, contact us about a custom package.

We know business owners are busy! Instead of worrying about an hourly billing rate, see our business service packages to find one that fits your needs. Call or email if you’d like to discuss a package built just for you.