I guide you through entity selection, handle the formation filing, and create your complete governance framework. Your first year of Corporate Wellness Program and registered agent service is included.
$995 first year
Wellness Assessment - I analyze your entity's current state — reviewing your corporate structure, governance documents, state compliance status, registered agent and address records, ownership documentation, officer/director structure, and potential liability risks — to identify gaps and create a remediation plan.
Remediation - Then I complete any necessary work to bring your entity into full compliance:
- Preparing missing governance documents (bylaws, operating agreements, stock certificates, resolutions)
- Drafting corporate minutes to document past business decisions
- Correcting state filings
- Addressing structural concerns
- Creating a complete corporate record going forward
$995 first year
Once you're set up, your Corporate Wellness Program keeps everything maintained — annual state filings, meeting minutes, coordinated tax support, registered agent service, and unlimited access for questions.
$499/year ongoing
PATH 1: NEW BUSINESS
Starting fresh? Formation sets you up right from day one.
I guide you through entity selection, handle the formation filing, and create your complete governance framework. Your first year of Corporate Wellness Program and registered agent service is included.
PATH 2: EXISTING BUSINESS
Already incorporated? A Wellness Assessment identifies what needs attention.
Wellness Assessment – I analyze your entity’s current state — reviewing your corporate structure, governance documents, state compliance status, registered agent and address records, ownership documentation, officer/director structure, and potential liability risks — to identify gaps and create a remediation plan.
Remediation – Then I complete any necessary work to bring your entity into full compliance:
- Preparing missing governance documents (bylaws, operating agreements, stock certificates, resolutions)
- Drafting corporate minutes to document past business decisions
- Correcting state filings
- Addressing structural concerns
- Creating a complete corporate record going forward
What's Included?
- Comprehensive Wellness Assessment
- All remediation work to bring your entity into compliance
- First year Corporate Wellness Program
- Registered agent service (state of formation)
$995 first year
THEN: YOUR CORPORATE WELLNESS PROGRAM
Once you’re set up, your Corporate Wellness Program keeps everything maintained — annual state filings, meeting minutes, coordinated tax support, registered agent service, and unlimited access for questions.
$499/year ongoing
PATH 1: NEW BUSINESS
Starting fresh? Formation sets you up right from day one.
I guide you through entity selection, handle the formation filing, and create your complete governance framework. Your first year of Corporate Wellness Program and registered agent service is included.
$995 first year
PATH 2: EXISTING BUSINESS
Already incorporated? A Wellness Assessment identifies what needs attention.
Wellness Assessment – I analyze your entity’s current state — reviewing your corporate structure, governance documents, state compliance status, registered agent and address records, ownership documentation, officer/director structure, and potential liability risks — to identify gaps and create a remediation plan.
Remediation – Then I complete any necessary work to bring your entity into full compliance:
- Preparing missing governance documents (bylaws, operating agreements, stock certificates, resolutions)
- Drafting corporate minutes to document past business decisions
- Correcting state filings
- Addressing structural concerns
- Creating a complete corporate record going forward
What's Included?
- Comprehensive Wellness Assessment
- All remediation work to bring your entity into compliance
- First year Corporate Wellness Program
- Registered agent service (state of formation)
$995 first year
THEN: YOUR CORPORATE WELLNESS PROGRAM
Once you’re set up, your Corporate Wellness Program keeps everything maintained — annual state filings, meeting minutes, coordinated tax support, registered agent service, and unlimited access for questions.
$499/year ongoing
Contact
PROGRAM SETUP
To get started, I'll need a few details about your business and your signature on my engagement agreement — it takes about 5 minutes. Have your tax advisor's contact information handy. Not sure why? See the FAQ.
CONSULTATION
No obligation — we'll talk through your business, I'll answer your questions, and you can decide from there.