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Entity formation & tax strategy

The right entity puts real money back in your pocket.

Choosing your structure is one of the most powerful financial moves you'll make as an owner. When it fits your numbers, the savings are real and recurring — money that shows up every year. Our job is to confirm it with real, personalized analysis before you commit a dollar.

View Entity Formation Packets → Learn more about Business Structures →
Choose your structure

Which structure is right for you?

A quick look at the four most common structures — what each does best and the owner it tends to fit. We confirm the right call for your numbers with a personalized analysis.

Sole proprietor / LLC

Simple to run, with personal-liability protection from an LLC. A common starting point for new and solo ventures.

  • Fastest, lowest-cost way to start operating legally
  • An LLC shields your personal assets from business liability
  • Pass-through taxation — profit is taxed once, on your return
  • Flexible — you can elect S-Corp status later as profit grows
Best for

New, solo, or side ventures getting off the ground.

S Corporation

Can reduce self-employment tax once profits grow. We run the numbers to confirm the election pays off for you.

  • Cuts self-employment tax by splitting salary and distributions
  • Pass-through — no separate federal corporate income tax
  • Typically pays off once profit clears about $80,000 a year
  • Requires a reasonable owner salary and running payroll
Best for

Established, profitable owners ready for payroll and clean books.

C Corporation

Built for raising outside investment and scaling. We help you weigh the trade-offs around double taxation.

  • The standard structure for venture capital and stock options
  • Flat 21% federal rate; retain profits to reinvest and scale
  • Unlimited shareholders and multiple classes of stock
  • Trade-off — profits can be taxed twice when distributed
Best for

High-growth companies raising capital or reinvesting heavily.

Partnership

For two or more owners. We structure the agreement and allocations so everyone is clear from the start.

  • Pass-through taxation across all owners (Form 1065 + K-1s)
  • Flexible profit and loss splits between partners
  • Choose GP or LP to set each owner's liability and control
  • A written agreement keeps roles, splits, and exits clear
Best for

Two or more owners, including passive investor partners.

Not sure which fits? That is exactly what the analysis is for — we recommend the structure with the best long-term tax outcome for your situation.

See formation packets & pricing → Read our plain-language guide →
$11,475/yr
Illustrative S-Corp tax savings for a qualifying owner
Year 1
Typical payback on your investment
100%
Of your filings handled for you

Illustrative example — your actual savings depend on your revenue, profit, and ownership. We confirm your numbers first.

What sets us apart

An entity election is a strategy — not a checkbox.

Despite what social media says, electing an S-Corp or LLC isn't an automatic win — the wrong structure for your numbers can cost more than it saves. Most firms rush the filing and move on. We do the opposite: we model your real situation first, recommend the structure that maximizes what you actually keep, and stand behind it long after day one.

Will it actually pay off? Let's make sure.

An S-Corp likely pays off when…

  • Profit consistently clears about $80,000 a year
  • You can pay yourself a reasonable salary
  • You want to cut self-employment tax
  • You're ready for clean books and payroll

It may not — yet — when…

  • Profit is still modest or uneven
  • A new entity adds California fees but no federal savings
  • Added payroll and bookkeeping cost exceeds the savings
  • You haven't run the numbers yet
Where others rush — and clients pay

Two costly mistakes we help you avoid.

Most of these come from filing first and thinking later. We catch them before they cost you — and fix them when they've already happened.

$6,800+/yr

The wrong CA LLC

Adds up to $6,800+ a year in California fees with zero federal savings — because the IRS taxes a single-member LLC just like a sole proprietorship.

$3,000–$6,000/yr

The premature S-Corp

Can burn $3,000–$6,000 a year in formation, payroll, and bookkeeping costs that quietly exceed the tax it actually saves.

Start with a Tax Savings Analysis → We confirm the numbers before you commit a dollar.
How it works

Analysis first.

01Analyze

We model your savings net of every cost — so you only convert if the numbers truly work in your favor.

02Convert

We handle the filings, corporate kit, and agency conversions — IRS, FTB, EDD — end to end.

03Stay compliant

Deadlines met and good standing kept, long after day one — no penalties, suspensions, or year-end shocks.

What this means for you

Done right, the structure works for you every year.

You keep more of what you earn

A structure matched to your numbers means a lower lawful tax bill — confirmed before you spend a dollar.

You protect everything you've built

Proper formation and records preserve your liability shield and keep your S-election safe from challenge.

You get your time back

We handle the filings, corporate kit, and agency conversions — so you can run your business, not chase forms.

You stop worrying about surprises

Good standing maintained and deadlines met — no penalties, suspensions, or year-end shocks.

Choose your formation packet →
Every packet starts with a Tax Savings Analysis — credited in full toward your formation.

Keep thousands more of what you earn — every single year.

The right structure isn't a one-time win — it pays you back year after year. Lock in a formation packet today and start keeping more of every dollar your business makes, with the strategy to back it up.

Choose your formation packet →
Still have questions about which entity is right for you?
Learn more about business structures →