Create a Formal Business
Organizational Structure

You will be assigned your team based on several factors, such as package, availability, and complexity of your project.

Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs.

Entity documents may vary based on the entity selected, but would include: operating documents, minutes, and resolution documents.

SRG will prepare the IRS Form 2553 to allow your entity to be taxed as an S Corporation. This will include instructions on how to submit the form to the IRS for easy filing.

We know it's hard to think of everything on the first try. Each package receives at least one document revision to ensure the final product is exactly what you need.

Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects.

SRG will electronically apply for your Federal EIN and register your entity with the Secretary of State to obtain the Articles of Organization / Incorporation for said state. Local licenses and permits and/or payroll registration is not included.

Not all entity structures are created equal and each comes with its own set of rules, administrative burdens, and tax consequences. We provide you with tools and recommendations, so you can choose the entity best for you.

We don't just want you to have an entity, we want you to understand why you have it and what to do with it. We want this experience to be a success. Therefore, we offer a variety of resources such as guides, checklists, decision trees, whitepapers, and ebooks to ensure have all the tools you need.

Collaboration and pre-planning are always recommended. We want your entity to be a success and that means making sure your CPA is comfortable with the entity structure you choose. This prevents unwanted surprises in the future.

If you are ever audited, you want to be sure that you can show proof of your entity. We will store all documents for you as extra back-up, if you need it.

The timeline to complete projects starts upon receipt of full information.

The expedite option reduces the timeline, subject to client cooperation. You will receive premium scheduling opportunities and/or increased turnaround time in between deliverables, following the receipt of full information.

Foreign qualification exists when the entity is registered in one state, but needs to register in additional states. Foreign qualifications will be based on client's attorney/CPA recommendations.

A state conversion occurs when you wish to dissolve your existing entity in the state it is currently registered and establish the entity in another state.