Frequently Asked Questions

I need to form an llc. How do i do that?

Contact me right away! Timing is very important. The sooner you form and file your llc, the sooner you can start to save money in the current tax season. T\o get started, I will need your business name, business address(can be your home address if you work from home), business contact phone number, business email address, owner(s) full names, date of births, and social security numbers.

What is an llc?

A limited liability company (LLC) is a business structure in the U.S. that protects its owners from personal responsibility for its debts or liabilities. Limited liability companies are hybrid entities that combine the characteristics of a corporation with those of a partnership or sole proprietorship.

How can an llc save me money?

Forming your LLC correctly can save you money in many ways! Here are just a few to mention:

  • Eliminating self employment tax

  • Investing into your own LLC 401K plan

  • LLC tax strategies to offset your business income

What does it cost to form an llc?

We charge a one time fee of $1,500.00 + Secretary of the State Filing fees. This includes all of the preparation and filing with the Internal revenue service, The S-Corp Election and the SOS, as well as the creation of your operating agreement, certificate of LLC formation, election status forms, power of attorney forms, and a lifetime representation from myself and my firm in the event that your business was ever audited. I also offer a discount on your annual tax preparation and filing if you have allowed me to form and file your LLC.

What do I need to form an llc?

To get started I will need your business name, business address(can be your home address if you work from home), business contact phone number, business email address, owner(s) full names, date of births, and social security numbers.

I need to file my taxes. Where do I start?

Contact me right away! Collect all of your income, expenses, investments, and assets for the current year. Scan them to me or bring them into my office. We can get started analyzing everything right away. If you have this data on a bank statement, or quickbooks, then you can email or connect me to the software so that I can download.

I don’t know where my finances are at, can you help?

Yes, we can help! Call or email, and let's have a short discussion.  There are many ways to figure out where you stand financially; it's just a matter of getting started.  I can help you with a starting point and then a guideline on how to keep track of everything going forward. I offer financial coaching with a very simple budget for you to follow, and many ways to track all of your income and expenses.  This sets you and your business up for success and wealth building!