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Offices open January–April 2027. Remote service is available.

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2027 Tax Season

Your financial world Business Finance

Formation Coordination

One checklist across the state, the IRS, the bank and your books.

Five answers, before anything else.

  1. The problem it solves

    The state filing, the EIN, the bank and the books each have their own steps, and they have to line up.

  2. Who it is for

    • Owners who want one person keeping every step moving
    • Businesses changing from one structure to another
  3. What you receive

    • One checklist across the state filing, the EIN, the bank account and the books
    • Introductions to filing and banking partners
    • Follow-up until each step is done

    Not included

    • Legal advice
    • Charges from the state, a bank or a partner
    • Opening the bank account for you
  4. What it costs

    Quoted for your business

    We price it after a conversation with you. You see the price before any work begins.

  5. Where we serve you

    No Georgia office is confirmed for this service yet. Get in touch and our Forest Park headquarters will tell you where it is delivered.

    Outside Georgia? Find your office and ask about this service there.

Who does the work.

We coordinate this

We coordinate the steps. The state, the bank and any filing partner do their own parts.

Needs outside action

The state approves the filing, and the bank opens the account.

Please do not send documents, Social Security numbers or account numbers by email, text or the web. Bring them to the office. Nobody can promise a refund or what you will owe, and nothing is filed until you have reviewed it and said yes.

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