For Tax & Business Advisors
DO YOUR CLIENTS KEEP UP WITH THEIR CORPORATE FORMALITIES?
Most don’t. Most don’t know they need to. And when it catches up with them, the entity itself is at risk — along with everything it was supposed to protect.
Beyond Annual State Filings
Properly maintained entities need
Governance Documents
Operating agreements, bylaws, ownership records, amendments when things change
Annual Formalities
Meeting minutes, resolutions, documentation of key business decisions
State Compliance
Annual filings, registered agent, good standing, multi-state registration
This is legal work—systematic, ongoing, and essential to making the corporate structure hold up under scrutiny.
The problem emerges during an IRS audit or lawsuit
Your client gets audited. Or sued. And suddenly their corporate structure is under scrutiny.
No operating agreement. No documented meetings in three years. No resolutions for major business decisions. The examiner or opposing counsel argues the corporation isn’t real—it’s just the owner with paperwork.
The corporate structure can be disregarded. Liability protection disappears. S-corp elections get challenged. And the client asks, “Why didn’t anyone tell me I needed to maintain this?”
The Compliance Gap
You recognize the gap, but you can’t fill it. Advising on legal compliance crosses into unauthorized practice of law. Referring to a traditional attorney often means hourly billing, complex engagements, and attorneys focused on deals, not maintenance. The result? Most clients never actually hire one. So the gap persists, and your clients remain exposed.
The Solution
I handle ongoing compliance — minutes, resolutions, state filings, and governance questions — year-round
$499/year per entity — fixed pricing, no hourly billing
You handle tax strategy, I handle the legal formalities
When the IRS or a lawsuit comes, your clients’ entities stand up to scrutiny
Built on experience with thousands of business entities. About the Firm →
The Program
What's Included
The Corporate Wellness Program covers your clients’ annual formalities — resolutions, meeting minutes, governance documentation, state compliance filings, and registered agent services. Year-round access for governance questions.
Each year includes a year-end review — a standard questionnaire that prompts owners to recall key business decisions they may have forgotten to document. It’s a chance to catch what needs to be formalized and flag issues like doing business in another state before they become problems.
If your client hasn’t incorporated yet, I handle that too.
As the Business Evolves
When things change — new owners, management shifts, multi-state expansion, address changes — those updates are handled separately as needed. We scope and quote each project so your clients know the cost upfront.
Built for Your Clients
No retainers. No hourly billing. No complicated engagement. Your clients stay compliant without thinking about it — I handle the details, they focus on running their business.
$499/year per entity
Simple Process
How Referrals Work
You Make an Introduction
Email intro or share our Get Started page with your client
I Handle Intake
Client completes onboarding and provides their CPA’s info — no work for you
We Coordinate
Your client may reach out to confirm a few questions during onboarding — and we’ll be in touch as needed
You Stay in the Loop
Copied on relevant communications.
Click to send an introduction email. I’ll handle intake and keep you informed.
Why This Matters
For Your Practice
Better Client Outcomes
Tax strategies work when the underlying structure is properly maintained. Complete protection through coordinated professional service.
Reduced Practice Risk
You’re not advising outside your expertise. Your clients aren’t exposed because compliance fell through the cracks.
Stronger Relationships
Clients who have comprehensive support don’t go searching for other advisors. They see you as the professional who ensured their complete protection.