Advisor reviewing a document with a client

The paperwork, in our hands.

Opening a company, getting your ITIN, closing a business or notarizing a document involves different forms, deadlines and agencies. We guide you every step of the way, with follow-up throughout the process.

Company formationITINCompany closureNotary
01Filing

Forming and registering your company.

Business owner at his shop

Starting right avoids problems later. We help you choose the structure that suits your activity and your taxes, and we register your company so you can open your bank account and invoice from day one.

  • Single-member LLC
  • Multi-member LLC
  • Corporations
  • Foreign owners

What's included

  1. Guidance choosing an LLC or corporation
  2. Name availability check
  3. Company registration with the state
  4. Employer Identification Number (EIN) with the IRS
  5. Operating agreement or basic bylaws
  6. Permit guidance

Step by step

  1. ConsultationWe define structure, partners and activity.
  2. RegistrationWe file the formation documents.
  3. EINWe obtain the tax ID number.
  4. DoneWe hand you your complete file.
Open my company
02Filing

ITIN application and renewal.

Passport on travel documents

The ITIN is the number the IRS assigns to people who need to file taxes and aren't eligible for a Social Security number. We prepare your application and file it correctly to avoid rejections and delays.

An ITIN expires if it isn't used on a federal tax return for three consecutive years. If yours has expired, we renew it.

What's included

  1. Eligibility review
  2. Form W-7 preparation
  3. Applications for spouse and dependents
  4. Filing with your tax return
  5. Renewal of expired ITINs
  6. Follow-up throughout the process

What to bring

  1. Valid passport or other accepted documents
  2. Proof of income for the year
  3. Spouse and dependent information
Apply for my ITIN
03Filing

Company closure and dissolution.

Reviewing documents on a desk

Ceasing operations isn't the same as closing the company. If it isn't formally dissolved, the state and the IRS may keep expecting returns and charging penalties. We close everything in an orderly way.

  • Inactive businesses
  • Change of structure
  • Partner exit

What's included

  1. Review of pending obligations
  2. Dissolution with the state
  3. Final federal and state returns
  4. Closing payroll and sales tax accounts
  5. Closing the EIN account

Step by step

  1. AssessmentWe identify what still needs to be filed.
  2. Catch-upWe bring returns and balances up to date.
  3. DissolutionWe file the closure and confirm it.
Close my company
04Filing

Notary services.

Person signing a document

So you don't have to go to another office, we have an associated notary public who certifies your signatures and documents when you need them.

In the United States a notary public is not a lawyer and cannot give legal advice. If your matter requires it, we'll let you know.

Common documents

  1. Signature acknowledgments
  2. Sworn statements (affidavits)
  3. Powers of attorney
  4. Travel consent letters
  5. Business and bank documents

What to bring

  1. Valid government-issued photo ID
  2. The complete, unsigned document
Book a notary appointment

Your first consultation

Tell us about your case.

In one call we review your situation and tell you what you need and what it costs. The initial consultation is free.

Book a consultation (979) 900-6056