Every formation engagement starts with the same three questions. Get them wrong and the cost compounds for years.
Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Discovery session covering your goals, partners, and exit horizon. Entity recommendation memo within 14 days. Filings + coordination with attorney within 30 days.
Quarterly check-ins through the first year of new entity life — operating agreement reviews, distribution policies, and tax-position fine-tuning as the business takes shape.
My attorney recommended an LLC. Milestone modeled four structures, walked through five-year tax outcomes for each, and we landed on a holding company with two operating subsidiaries. Saved $90K in year-one self-employment tax alone and gave us clean structure for the partner buy-in we did 18 months later.
— Co-Founder, Bay Area Professional Services Firm
Two-partner structure · Milestone formation client since 2024
When you have multiple lines of business, real estate alongside operations, partners with different stakes, IP that could be licensed separately, or any expected exit/sale. A single LLC works for solo service businesses; complexity beyond that usually justifies multi-entity.
Formation = setting up entities from scratch. Restructure = changing what you already have (LLC to S-corp, partnership to corporation, or consolidating/separating existing entities). Restructure often triggers tax — timing matters.
We design the structure and prepare the tax elections (S-corp, partnership classification, etc.). Articles of incorporation, operating agreements, and buy-sell agreements go through a business attorney — we work alongside yours or recommend one.
Significantly. The right entity choice can save 5–35% on combined federal + state tax, depending on your bracket and the work being done. We model your business and personal returns together, not separately.
Common and often beneficial above $80K of profit. We model the breakeven, file the S-election (Form 2553), restructure compensation, and set up reasonable salary policies. Typical project: $3,500–7,500 flat fee.
Yes — about 40% of formation engagements involve multi-state operations. We handle the nexus analysis, foreign qualification, and ongoing multi-state compliance.
A complimentary 30-minute call. Tell us where you are and where you want to be — we will tell you straight whether your current structure works, and what restructuring would actually cost vs. save.
