Business formation & compliance services
Specialized document preparation for retirement investors and business owners — from Self-Directed IRA LLCs to operating agreements and compliance filings.
Self-Directed IRA LLC services
The gold standard for retirement investors who want checkbook control and direct access to alternative investments through their IRA.
50–60% of our specialized practice
IRA structures prepared
States served
Self-Directed IRA LLC (checkbook control)
The premier structure for retirement investors seeking maximum control over alternative investments. Direct checkbook access — no custodian delays.
Entity document preparation
Articles of organization, IRA LLC operating agreement, and all formation documents.
Checkbook control structure
Full checkbook-ready architecture satisfying IRS and custodian requirements.
Retirement investment structures
Optimized structures for real estate,
private equity, and alternative assets.
IRA LLC operating agreements
Custom agreements drafted for IRS
compliance and custodian acceptance.
- Eliminate custodian transaction delays
- Invest in real estate, private equity, and alternative assets.
- Maintain full IRS compliance and custodian acceptance.
Business formation & compliance
Comprehensive entity formation and compliance documentation for entrepreneurs and business owners building strong, properly structured companies.
LLC formations prepared
LLC formation
Full business entity formation and filing preparation — articles of organization, EIN support, and state filing documentation.
Operating agreements
Customized operating agreements defining member roles, profit distribution, and governing terms for single and multi-member LLCs.
S Corporation election
IRS Form 2553 preparation and supporting documentation for businesses ready to elect S Corp tax treatment.
BOI filing
Beneficial Ownership Information filing preparation under FinCEN requirements — stay compliant with federal mandates.
LLC formation
Full business entity formation and filing preparation — articles of organization, EIN support, and state filing documentation.
Operating agreements
Customized operating agreements defining member roles, profit distribution, and governing terms for single and multi-member LLCs.
S Corporation election
IRS Form 2553 preparation and supporting documentation for businesses ready to elect S Corp tax treatment.
BOI filing
Beneficial Ownership Information filing preparation under FinCEN requirements — stay compliant with federal mandates.
Compliance documentation
Entity maintenance and compliance filings, keep your business in good standing with reports and amendments.
Entity structures built right — from first filing to ongoing compliance.
Compliance documentation
Ongoing entity maintenance and compliance filings to keep your business in good standing. Amendments, resolutions, annual report preparation, and supporting compliance documents.
Ready to build the right structure?
Whether you’re a retirement investor or building a business, we have the expertise to get it done correctly.