Advisory Services

Business Formation Services

Entity selection, tax planning and financial setup, so you launch on solid ground.

Is this you?

You're about to file for an LLC or S-Corp and you're not sure which one actually saves you money.

You already have a business idea and a bank account, but no accounting system and no tax ID number yet.

You need financial projections for a loan or an investor and you don't know where to start.

If any of those sound familiar, or call +1 (305) 819-3675.

Formation choices are hard to undo later

Pick the wrong entity, skip the tax election deadline, or start bookkeeping from a shoebox of receipts, and you are stuck living with it. Some elections can only be made in the first weeks after formation, miss the window and you wait until next year.

1 to 2 weeks

Typical time to legally form most entities

Why owners choose us for this

  • We form the entity and set up the books in the same shop.

    Entity formation, your tax ID number (EIN), accounting setup and your first tax elections happen under one roof, so nothing falls through the cracks between the lawyer, the bank and the accountant.

  • A fixed fee, quoted before any work starts.

    You see the cost of formation and setup in writing before we file anything, not after.

  • Projections built for lenders and investors, not just for you.

    We prepare financial projections and business plans formatted the way Small Business Administration (SBA) lenders and investors expect to see them.

5.0 · 555 Google reviews of SMAART Company

What you actually get

A rock-solid legal, financial and tax foundation, built before your first transaction.

Ready when you are

How it works

  1. 1

    Consultation

    We discuss your business concept, goals and financial situation to recommend the optimal entity structure and formation strategy.

  2. 2

    Formation

    Your entity is legally formed, EIN is obtained, business licenses are secured, and all required state and federal registrations are filed.

  3. 3

    Financial setup

    We configure your accounting system, chart of accounts, business banking and payroll infrastructure.

  4. 4

    Tax and compliance planning

    Initial tax elections are filed, estimated tax schedules are created, and a compliance calendar is established.

  5. 5

    Launch support

    Ongoing advisory during your first year, including quarterly check-ins, financial reviews and strategic guidance.

Included Services & Outcomes

Entity selection and formation (LLC, S-Corp, C-Corp, Partnership)
Business plan development
Startup accounting and bookkeeping setup
Tax ID (EIN) registration
Business licensing and permits
Initial tax planning and election filing
Financial projections and pro formas
Business banking setup guidance

Questions

New Business Formation FAQ

What type of business entity should I choose?

The right entity depends on your liability exposure, number of owners, growth plans and tax situation. LLCs offer flexibility and simplicity, S-Corps can reduce self-employment tax for profitable businesses, and C-Corps suit venture-backed startups seeking outside investment.

How long does the formation process take?

Most entities can be legally formed within 1 to 2 weeks. The complete startup package, EIN, licenses, accounting setup and tax planning, typically takes 3 to 4 weeks to fully establish.

Do I need a business plan if I am self-funding?

A business plan is valuable even without external funding. It forces you to clarify your financial model, market positioning and operational strategy, and it helps self-funded businesses avoid costly pivots.

When should I start thinking about taxes for my new business?

Immediately. Tax elections, entity structure and accounting method choices made at formation directly affect your first-year tax liability, and retroactive changes are limited and often costly.

Can you help with funding and investor preparation?

Yes. We prepare financial projections, pitch-ready financial statements and business plans formatted for SBA loans, bank financing and investor presentations.

Put SMAART Advisors on your new business formation

Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently.

+1 (305) 819-3675