Business Formation & Socio-Economic Certifications

What's Included:

Business Formation Support

Selecting the right entity type — LLC, S-Corp, sole proprietorship, or nonprofit — is one of the most important decisions you'll make. I help you understand your options and manage the registration process from start to finish, including EIN acquisition, operating agreements, and state registrations.

Socio-Economic Certification Assistance

These certifications aren't just checkboxes — they're powerful tools that unlock access to set-aside contracts, funding opportunities, and markets your competitors can't touch. I assist with the preparation and administrative support for certifications including:

MBE (Minority Business Enterprise), WBE (Women Business Enterprise), DBE (Disadvantaged Business Enterprise), 8(a) Business Development Program, HUBZone Certification, and SDVOSB (Service-Disabled Veteran-Owned Small Business).

Annual Recertification Management

Certifications require ongoing maintenance. I help you track deadlines, gather required documentation, and submit recertifications on time so you never lose your hard-earned status.

 

Governance, Compliance & State and Federal Filings

What's Included:

Corporate Governance Support Proper governance isn't just for large corporations. I help small businesses establish and maintain the internal policies, record-keeping practices, and board or officer documentation needed to protect your business structure and demonstrate legitimacy.

State & Federal Regulatory Filings From annual reports and BOI (Beneficial Ownership Information) filings to registered agent coordination and business license renewals, I manage your filing calendar so critical deadlines are never missed.

Policy & Procedure Development Every business needs documented processes. I assist with developing internal compliance policies that protect your business from liability and prepare you for audits, contract reviews, and certification applications.

Compliance Monitoring & Alerts Regulations change. I stay current so you don't have to, providing proactive alerts and guidance when requirements shift in ways that could affect your business.

 

Tax Resolution

What's Included:

Record Organization & Documentation Most tax resolution cases stall because records are incomplete or disorganized. I help you gather, organize, and present the documentation needed to move your case forward efficiently.

IRS & State Correspondence Management Navigating letters from the IRS or state tax authority is stressful and confusing. I help you understand what's being asked, prepare appropriate responses, and track all communication throughout the resolution process.

Resolution Pathway Support Whether you're pursuing an installment agreement, offer in compromise, penalty abatement, or compliance catch-up for unfiled returns, I provide the administrative coordination needed to support your tax professional's strategy.

Ongoing Compliance After Resolution Getting out of tax trouble is only half the battle. I help you establish the systems and habits needed to stay compliant going forward, so you never find yourself in the same position again.