The Relatable CPA · Free Resource Series
Six free guides written for business owners and investors who want to understand their entity structure — before they build on it.
Grounded in statutory authority. Free to download. No fluff.
Most entity formation content on the internet repeats the same surface-level advice without telling you what the law actually says, what each structure actually requires, or what actually happens if you get it wrong. These guides are different.
Each guide in the series is written specifically for business owners and real estate investors who are making real decisions — not looking for general information to pass time. The content is grounded in the Internal Revenue Code, Michigan law where applicable, and current IRS guidance, with live source links and a publication date so you know what version you're reading.
Whether you're forming a new entity, evaluating a structure change, or trying to understand what your accountant has been telling you — there's a guide in this series for where you are right now.
For anyone starting from zero
Not sure which entity type fits your situation? This is the guide that orients you — explaining what each structure is, how they differ in protection and taxation, and how to think through the decision before you form anything.
For current and prospective LLC owners
LLC formation, structure, liability protection, operating agreements, and the tax treatment options available to LLC members — including what "pass-through taxation" actually means and when it works in your favor.
For those considering or operating a C Corp
C Corp formation, stock structure, liability protection, double taxation, and the scenarios where a corporation makes strategic sense — including investor readiness and retained earnings planning.
For multi-owner businesses and joint ventures
General and limited partnerships: formation requirements, partner liability, how profits and losses flow, what a partnership agreement must address, and when a partnership structure makes more sense than an LLC.
For founders exploring nonprofit or 501(c)(3) status
What nonprofit status actually means, how 501(c)(3) exemption works under the IRC, the formation and application process, ongoing compliance requirements, and the governance obligations that come with exempt status.
For LLC owners and small business owners evaluating S Corp status
What S Corp status is, who qualifies, how to elect it using Form 2553, what reasonable compensation actually requires, and what the compliance obligations are that most people don't find out about until it's too late.
Statutory Authority — Not Opinion
Every substantive claim in these guides cites the specific IRC section, IRS regulation, or Michigan statute it comes from. You are not reading what someone thinks is generally true — you are reading what the law says, with a source you can verify.
Written by a CPA and Enrolled Agent
These guides were researched and written by a Certified Public Accountant and IRS Enrolled Agent with 30 years of professional experience — not outsourced, not AI-generated from generic sources, not repurposed from a blog post.
Dated and Current
Each guide includes a publication date and a currency disclaimer. Tax law changes. These guides tell you exactly what date the content reflects so you are never reading something without knowing how current it is.
Useful Whether You Hire Us or Not
These guides are designed to be genuinely helpful to anyone who reads them — not teasers designed to create enough confusion that you have to call. If you read one and decide to handle it yourself, the guide did its job.
The guides give you the knowledge. A consultation gives you the plan — specific to your entity, your situation, and what needs to happen next.
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