A Plus Tax Help – Client Intake

Tax Preparation Details Type of Tax Prep Needed:*

Personal (Starts at $350)

Business (Starts at $700)

Both Personal & Business (Starts at $1050)

Other (Trust, Non‑Profit, Estate, etc.)

Business Entity Setup Details

Formation Cost: $350. EIN included with all formations.

Membership Offer: Get up to 100% off the cost of formation ($350 value) when you bundle services with an annual membership! Want to learn more?

Yes, please email me membership details.

Type of Entity Requested:*

State of Formation:*

Proposed Entity Name (1st choice):*

Proposed Entity Name (2nd choice):*

Brief description of business purpose:*

Physical Business Address

Street Address:*

Street Address 2:

City:*

State:*

ZIP Code:*

Number of Owners/Members:*

Owner / Member Information

Owner 1

Owner 1 is the primary contact listed above.

Use the physical business address above

Full Legal Name:*

Email Address:*

Phone Number:

Full Street Address:*

Percentage of Ownership (%):*

Title/Role:*

Note: Required ID docs collected separately via secure method.

Additional Formation Services

Expedited Formation (+$50) Learn More

Standard state processing times can vary from a few days to several weeks. Expediting submits your filing with a priority fee so the state processes your formation in as little as 1–3 business days (exact timing depends on the state and current backlog).

What you get:

Priority handling with the Secretary of State
Faster EIN application once the entity is approved
Documents delivered to you as soon as they’re issued

*State agencies still reserve the right to extend processing during peak seasons or if additional review is required.

Add Registered Agent Service (+$125/year) Learn More

A Registered Agent (RA) is a designated contact required by the state to receive official legal and state documents. Anyone with a Physical address in the state can serve as an agent, including an owner, but using a service comes with added benefits.

Benefits include:

Compliance support – never miss important state deadlines with automated compliance reminders
Privacy – keeps your personal address off the public record
Reliability – documents accepted during normal business hours
Permanence – your public business address does not move when you do

Bookkeeping DetailsDo you currently have a bookkeeping system in place?*

Yes

No

Tax Planning / Business Consulting Details

We consult on a wide range of business topics such as business strategy, cash flow optimization, tax minimization, social security & retirement planning, partnership agreements, technology stacks & business automation, insurance, etc...

What type of engagement are you looking for?*

One‑Time Project Call (Up to 1 hour – $150)

Ongoing Planning/Consulting (Starts at $99/month)

Please briefly describe topics you'd like to discuss:*

Other Service Details

Please specify the service needed/details:*

Let's Get Started!

Owner 1

Additional Formation Services