Our monthly membership gives entrepreneurs, individuals and business owners access to ongoing admin & compliance support — without paying per-service fees.
State and federal fees are not included — the client pays only the official government filing fees.
Included with your membership:
- LLC / Corporation registration processing
- EIN assistance
- BOI reports (initial + updates during the year)
- Simple amendments (address change, email updates, etc.)
- Annual report preparation & submission (service only)
- State DOR tax account setup / closure when needed
- Mail & IRS/DOR correspondence review
- QuickBooks / Wave basic initial setup
- Priority deadline reminders via WhatsApp
- DUNS Number
- USDOT Number
- MC Number
- Resale Certificate application (if applicable by state)
- Monthly or quarterly Sales & Use Tax reports (service only)
- ITIN Form assistance (W-7 CAA service)
Not included — but available at discounted rates:
- Payroll setup
- Monthly bookkeeping / catch-up
- 1099 filing
- IRS penalty appeals / audit support
- Written responses to IRS letters
This membership is designed to help you stay compliant and organized all year — without paying per-service admin fees.
Terms, conditions and processing wait times apply.
WhatsApp and phone assistance is available 7 days per week.