Service 02
Business Formation
Formation paperwork, filing coordination, and ongoing compliance administration. We prepare and route documents to the appropriate state office, the IRS, and FinCEN — you get a documented, filed entity ready for your counsel or CPA to build on.
What we coordinate
LLC establishment
Entity name check, articles of organization preparation, and state filing coordination.
State filing
Submission to Secretary of State offices with tracked receipts and stamped copies.
Registered Agent (1 year)
Registered agent designation with mail forwarding and service-of-process handling for the first year.
EIN & IRS coordination
Employer Identification Number application and initial IRS correspondence.
FinCEN Beneficial Ownership
Preparation and submission of Beneficial Ownership Information reports under the Corporate Transparency Act.
Operating Agreement drafting
Template-based operating agreements prepared for attorney or member review.
Scope
What we do — and what we don't
| We coordinate | We do not | Handled by |
|---|---|---|
| Prepare and file formation documents | Advise on entity choice or tax structure | Your attorney or CPA |
| Serve as registered agent for year one | Accept legal service on behalf of the entity's owners personally | The entity's designated counsel |
| Draft operating-agreement templates | Negotiate member disputes or amend terms with legal advice | Business counsel retained by the members |
| File BOI and EIN paperwork | Provide tax opinions or represent the entity before the IRS | A CPA or tax attorney |
Templates and drafts are prepared for attorney review — not final legal work product. Compliance filings are coordinated on your behalf; you remain the responsible filer of record.
Ready to coordinate a filing?
Logistics-only intake. No case facts required.