Discover your goals and see if we’re the right fit for you. Our initial call serves as an exploration of what you hope to achieve and your desired timeline.
If we’re not able to support you, we’ll provide a referral to someone who can better assist you. For instance, if you’re interested in setting up a self-directed Roth IRA with an LLC, we cannot help, but we’ll suggest the best alternative.
Assuming we can help, we’ll offer a comprehensive quote that includes our fees, additional costs, and any related services you may need.
For example, if you require sales tax registration in 15 states, we’ll provide that service and introduce you to our trusted partners for filing state sales tax returns.
We’re also mindful of your funding needs and will ensure that the company formation process aligns with your funding goals.
We aim to clarify your vision, manage expectations, and guarantee a seamless experience.