Entity Formation and Compliance

The majority of the clients will be small to mid-sized businesses and individuals with income producing investments who have been so engaged in making a success of their business and investments that little or no thought has been dedicated to asset protection of the business, themselves personally, or even the most advantageous method of holding title to the business and investment. After discussion with the client, it may be determined that the business and/or investments should be held as a corporation, limited liability company, partnership, etc. The appropriate entity is then formed and the firm will provide on-going client education on the state and federal compliance requirements for operating their particular type of entity. The firm will produce corporate minutes and other compliance documents for the client as required during the life of the entity.