corporate compliance
corporate compliance services
Forming an entity is the beginning. What protects you — and keeps you protected — is everything that comes after.
Most Business Owners Form an Entity and Think They're Done. They're Not.
An LLC or corporation on paper is not the same as a compliant entity. The moment a lender asks for your operating agreement, the IRS scrutinizes your S Corp structure, a partner dispute reaches an attorney, or you need to prove your liability shield is intact — the gaps appear.
Indefensible governance, missing resolutions, unsigned agreements, outdated records, and missed annual filings all have the same effect: they erode the protection the entity was supposed to provide. The structure is only as strong as the documentation behind it.
What Corporate Compliance Services Cover
For Existing Entities
Compliance Checkup & Correction
$197 starting at
Your entity exists but records are incomplete, governance is missing, or you've never been sure what you're actually supposed to have on file.
- Comprehensive review of existing records against compliance requirements
- Written gap analysis report identifying every missing or deficient item
- Corrective document package addressing all identified gaps
- Compliance calendar reset with your entity's actual due dates
- Record book activation where applicable
For New Entities
Entity Formation
$997 starting at
You're forming a new business entity and want it done correctly — not from an internet template — with a CPA involved from the start.
- Articles of Organization or Incorporation filed with the state
- EIN obtained and verified
- Operating agreement or bylaws prepared for your entity type
- S Corp election (Form 2553) with IRS acceptance tracking where applicable
- Record book initialization — Clarity Record or Cornerstone Record
- Payroll setup guidance and reasonable compensation baseline for S Corps
Ongoing — Annual Subscription
Annual Maintenance
$750–$997 per year
Your entity is in order — now keep it that way. Annual governance and compliance maintenance so your records are always current and defensible.
- Annual meeting minutes (shareholder, board, or member, as applicable)
- Annual resolutions package
- State annual filing coordination and reminder
- Vault updated with current-year compliance documents
- Compliance checklist sign-off
- Annual Compliance Summary delivered to client
Built to Last
Every compliant entity needs a home for its governance documents — not a folder of PDFs, but an organized, professional record that can be produced when it matters. We build and maintain two physical record products, assigned by entity type.
The Clarity Record
Single-Member LLCs · Multi-Member LLCs · General Partnerships
What’s Inside
- Articles of Organization and state filing confirmation
- EIN documentation
- Operating or partnership agreement
- Initial resolutions and member consents
- Annual compliance inserts updated each year
The Cornerstone Record
S Corporations · C Corporations · LP / LLP
What’s Inside
- Articles of Incorporation and state filing documentation
- Bylaws and organizational minutes
- Stock certificates and stock ledger (corporations)
- S Corp election and IRS acceptance tracking
- Resolutions, payroll guidance, and reasonable compensation memo
- Annual compliance inserts updated each year
Who These Services Are Designed For
Business Owners Who Have Already Formed
- LLCs formed quickly — online or through a third-party service — with no governing documents beyond the articles
- S Corp owners who have never had proper meeting minutes, resolutions, or a reasonable compensation analysis
- Any entity that has operated for years without annual governance maintenance
- Business owners who have been through a lender request, partner dispute, or IRS inquiry and know their records didn’t hold up
Business Owners in the Formation Stage
- Entrepreneurs forming a new LLC, S Corp, C Corp, or partnership who want CPA oversight from day one
- Real estate investors structuring new entities for property holdings
- Existing business owners adding a new entity to their structure
- Anyone who has been advised to elect S Corp status and wants the election handled correctly
Ready to Find Out Where Your Entity Stands?
Start with a complimentary 15-minute check. We'll tell you exactly where you stand — and what, if anything, needs to be addressed.
