LLC Formation
Create a legal structure that separates your business or investment activity from you personally.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Attorney Guidance on the Right LLC Structure
Before the LLC is implemented, your structure can be reviewed around ownership, management, tax treatment, and how the entity fits into your broader business or investment strategy.
Attorney involvement when the LLC is recommended or structured through consultation. The service standards do not assign a specific guaranteed amount of attorney time to a standalone LLC formation.
Form the LLC With the State
We prepare and submit the documents necessary to legally establish your LLC in the selected jurisdiction.
Filed or stamped Articles of Organization and applicable state formation documents.
Establish the Rules for How the LLC Operates
Your Operating Agreement documents the ownership and management framework of the company and helps create a stronger separation between the entity and its owners.
Manager-managed Operating Agreement and initial Organizational Minutes.
Establish the LLC With the IRS
Your LLC receives the federal tax identification needed for banking, reporting, and business operations.
IRS EIN Acceptance Letter or EIN confirmation.
Be Ready to Start Operating the Company
You receive the foundational company records generally needed to establish banking and begin maintaining the LLC properly.
Banking documentation, physical Corporate Book, and a Next Steps guide.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.