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.