The entity you start with is not always the entity you should be. We model the tax outcome before any paperwork is filed — and we revisit the structure as the business grows.
LLC, S-corp, C-corp, partnership, or sole prop — modeled against your specific income, growth, and exit plans before formation.
Articles of organization, operating agreements, EIN registration, state filings, and S-corp election where applicable.
LLC to S-corp, S-corp to C-corp, partnership conversions, holding company structures — done with awareness of basis, recognition, and timing.
Operating company plus holding company, related-party transactions, IP holding structures, and management company arrangements.
Capital account provisions, distribution waterfalls, allocation of items, and tax matters partner designations.
Final returns, liquidating distributions, loss recognition planning, and clean closure where an entity has run its course.
Formation and restructuring work shows up at predictable points in a business — at start, at growth inflection, and ahead of major transactions.
Founders starting a new venture and wanting the entity structure modeled before paperwork is filed.
Companies past an income threshold where S-corp or C-corp election would meaningfully change the tax outcome.
Businesses preparing for sale, recapitalization, or significant investment — where current structure may not fit the deal.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm.
