An operating agreement is a key document used by limited liability companies to outline the business’ financial and functional decisions including rules, regulations and provisions. While this is not a requirement to legalize your business, many financial institutions require this document when opening an account or requesting a loan. We highly recommend this document for companies with more than one business owner!

Some Cities, like Philadelphia, require a commercial activity license (also known as a Business License) in order to legally conduct business in the city. We will obtain this license for you to make sure you are in compliance with your city’s requirements.

We will conduct an analysis of your tax obligations based on your business’s activities and locations. We will provide you a schedule of what taxes are due (ie. sales tax, payroll tax, estimated quarterly taxes etc.) along with the frequency and due dates! Having this information will make sure that you are compliant with all your tax obligations throughout the year! We highly recommend this analysis for companies who will not be working closely with a CPA throughout the year.