Your Business Deserves a
Real Foundation.
Most first-year entrepreneurs guess their way through entity selection, miss deductions, and overpay the IRS — or get hit with penalties they never saw coming. Let's fix that before it costs you.
Book Your Formation Session$350 + state filing fees · One-time · No recurring charges
The Problem
Starting a Business Is Exciting.
The Tax Mistakes Are Not.
Every year, new entrepreneurs make the same expensive errors — not because they're not smart, but because nobody gave them a straight answer at the start.
Wrong Entity, Wrong Tax Bill
A sole prop making $80k is leaving thousands in self-employment tax on the table. An LLC that should be taxed as an S-Corp isn't. The structure you pick in month one follows you for years.
Missed Deadlines & Surprise Penalties
Quarterly estimated taxes. Annual reports. Franchise fees. Nobody tells you about these until the IRS or your state sends a notice — with interest.
Deductions You Didn't Know Existed
Home office. Vehicle. Health insurance. Retirement contributions. Self-employed entrepreneurs have access to powerful deductions — but only if you're set up to use them from day one.
No Operating Agreement. No Protection.
Forming an LLC without an operating agreement is like building a house without a foundation. One dispute — with a partner, a client, or a bank — and the lack of documentation becomes your problem.
Google Gave You 12 Different Answers
YouTube says LLC. Reddit says S-Corp. Your cousin says sole prop. None of them know your numbers, your state, or your business model. You need a real answer for your actual situation.
Personal & Business Finances Are Mixed
Commingling funds is the #1 audit red flag and the fastest way to lose your liability protection. Getting this right in year one is non-negotiable.
The Solution
First Year Formation
A focused, one-time engagement that gets your business legally formed, tax-compliant, and deduction-ready — with a written roadmap you can actually follow.
Entity Recommendation & Rationale
Based on your projected income, state, and business model — a clear recommendation (Sole Prop, LLC, or S-Corp) with the reasoning behind it in plain English.
State Formation Filing
We handle the paperwork to register your entity with your state. State filing fees are separate and passed through at cost — no markup.
EIN Acquisition
Your Employer Identification Number obtained from the IRS — required for business banking, hiring, and separating your business identity from your Social Security Number.
Operating Agreement Template
A standard operating agreement for your entity type, customized with your business details. The foundational document that protects your liability shield.
Year 1 Tax Compliance Roadmap
Your personalized calendar of estimated tax deadlines, state annual report dates, and franchise tax due dates — so you never get blindsided by a penalty again.
Deduction Quick-Start Guide
A tailored list of the top deductions available to your specific business type — home office, vehicle, health insurance, retirement, and more — with guidance on how to document them correctly.
Who This Is For
Right Fit. Wrong Fit.
This isn't for everyone. Here's how to know if First Year Formation is the right move for you right now.
This Is For You If...
- ✓ You're starting or recently launched a self-employed business or side hustle
- ✓ You're a 1099 contractor, freelancer, or gig worker ready to do this the right way
- ✓ You want to know the right entity structure before you file your first return
- ✓ You're tired of guessing and want a real answer from a real professional
- ✓ You want your business set up to protect you — legally and financially
This Is NOT For You If...
- ✕ You need tax preparation or IRS representation — those are separate services
- ✕ You already have an established entity and an accountant on retainer
- ✕ You're looking for generic advice you could find on Google
- ✕ You want a free consultation — this is a paid, professional engagement
Your Guide
I'm an Enrolled Agent — the highest credential the IRS grants to tax professionals — and I've spent over 16 years helping self-employed people, 1099 contractors, LLC owners, and S-Corp operators navigate the tax code without getting burned.
I founded The Self-Employed Tax Company specifically to serve the people the big firms ignore: minority-owned businesses, freelancers, and first-generation entrepreneurs who deserve straight answers, not jargon.
I've taught tax strategy to over 60,000 subscribers on YouTube. First Year Formation is what I wish every one of them had done in month one.
Investment
One Price. Everything You Need.
- ✓ Entity recommendation with written rationale
- ✓ State business entity registration (filing fees separate)
- ✓ EIN acquisition from the IRS
- ✓ Operating agreement template
- ✓ Year 1 tax compliance calendar & deadline roadmap
- ✓ Personalized deduction quick-start guide
- ✓ Formation Blueprint PDF — your complete written record
This is a professional service engagement, not a subscription. One-time fee. No upsells during the process.
Questions
Straight Answers.
Stop Guessing.
Start Building.
Your first year sets the foundation for everything that follows. Get it right.
Book Your Formation Session — $350View Availability