Mon – Fri · 9 AM – 6 PMFree first consultationIn person & virtual
Demo project
Book a consultation
Home / Services
Services

Practice areas for small businesses, founders and professionals.

Every area has a specialist in charge and one advisor who coordinates your whole matter. Pick a service to see what is included and how it is priced.

Business formation

Entity setup and governance, operating agreements and restructuring.

Engagement: Flat-fee project

Ask about this service →

What's included

  • LLC and corporation formation
  • Operating and shareholder agreements
  • Minutes, records and annual meetings
  • Restructuring, mergers and spin-offs

Employment law

Hiring, preventive HR compliance reviews and support in workplace disputes.

Engagement: Monthly retainer or project

Ask about this service →

What's included

  • Offer letters and onboarding paperwork
  • Preventive HR compliance review
  • Handbooks and internal policies
  • Separations and negotiation

Tax planning

Federal and state tax filings, handled with a long-term strategy.

Engagement: Monthly retainer

Ask about this service →

What's included

  • Income and sales tax filings
  • Quarterly estimated payments
  • Annual tax planning
  • Responding to tax notices

Bookkeeping & reporting

Monthly books, financial statements and management reports.

Engagement: Monthly retainer

Ask about this service →

What's included

  • Monthly bookkeeping
  • Year-end financial statements
  • KPI dashboard
  • Budget and cash-flow forecast

Business contracts

Drafting and review of agreements with clients, vendors and partners.

Engagement: Per contract, flat fee

Ask about this service →

What's included

  • Service agreements and leases
  • Non-disclosure agreements
  • Vendor and distribution terms
  • Review before you sign

Trademarks & privacy

Trademark filings, terms of service and privacy policies.

Engagement: Flat-fee project

Ask about this service →

What's included

  • Clearance search and trademark filing
  • Terms of service
  • Privacy policies
  • Data-protection compliance
Fees

Two ways to work together, always in writing.

One-off project

For specific needs: forming an entity, a contract, a trademark filing.

  • Defined scope and timeline
  • Flat fee
  • Wrap-up report on delivery
Book a consultation

Monthly retainer

For ongoing tax, bookkeeping and HR matters.

  • Dedicated advisor
  • Monthly check-in meeting
  • Questions included
Book a consultation
FAQ

Frequently asked questions

Yes. The 30-minute initial consultation is free, with no obligation.
Yes. We work virtually with clients nationwide and use e-signatures.
After the consultation we send a written proposal with scope, timeline and fees.
Yes. We coordinate with your team and handle only the areas you need.
All information is treated as strictly confidential, with access limited to your assigned team.