New Business Formation Services

Start Your Business With the Right Foundation

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Starting a new business is exciting—but the early decisions you make can have long-term tax, legal, and financial implications. From choosing the right entity structure to filing the correct documents with federal and state agencies, getting it right from day one is critical.

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At Next Edge CPA, we guide entrepreneurs through every step of the business formation process so you can launch with clarity, confidence, and a solid plan for growth.

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Why Proper Business Formation Matters

The structure of your business affects your:

• Tax obligations
   

• Legal liability
   

• Financing options
   

• Ownership flexibility
   

• Ongoing compliance requirements
   

Choosing the wrong structure—or skipping steps during setup—can result in unnecessary taxes, legal risks, and complications that are expensive to fix later.

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Our team helps you make informed decisions and handles the paperwork, filings, and strategy behind the scenes.

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Who We Help

We assist entrepreneurs, freelancers, and startups of all sizes. Whether you’re launching your first business or forming a new entity to support expansion, we simplify the process.

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Our services are ideal for:

• First-time business owners
   

• Freelancers and consultants
   

• Online and e-commerce businesses
   

• Real estate investors
   

• Professional service providers (attorneys, therapists, marketers, etc.)
   

• S-Corp conversions and LLC upgrades
   

No matter your industry or business idea, we help you build a strong start.

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Entity Structure Guidance

One of the first decisions you’ll make is how to structure your business. Each type comes with different tax rules, liability protections, and filing requirements. We walk you through the pros and cons of:

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Sole Proprietorship

Simplest setup, but no liability protection.

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Limited Liability Company (LLC)

Flexible tax treatment with personal liability protection.

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S-Corporation (S-Corp)

Great for growing businesses that want to save on self-employment taxes.

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C-Corporation (C-Corp)

Best for companies planning to raise capital or reinvest earnings.

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Partnerships

Used when two or more people co-own a business and want flexibility in profit-sharing.

We don’t just tell you what to choose—we help you select the structure that supports your tax strategy and business goals.

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What’s Included in Our Business Formation Services

Starting a business is more than filing an LLC online. We take a comprehensive approach that sets you up for success from the beginning.

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Business Name Search & Registration

We help you check name availability and register your business with your state’s Secretary of State office.

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EIN (Employer Identification Number)

We file with the IRS to get your EIN, which is essential for opening business bank accounts, hiring employees, and filing taxes.

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Entity Formation & Articles of Organization

We complete and file all required formation documents with your state.

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Operating Agreement or Bylaws

We help you draft governing documents that outline ownership, responsibilities, and profit distribution—even if you’re the only owner.

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S-Corp Election (If Applicable)

Want to form an S-Corp? We file IRS Form 2553 and ensure your timing and structure are compliant.

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Business License & Permits Guidance

We identify local licensing and regulatory requirements based on your location and industry.

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Additional Services to Support Your Launch

Our formation packages can be bundled with other services to fully support your new business from day one:

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• Bookkeeping Setup – Get your finances organized with QuickBooks and a chart of accounts tailored to your industry.
   

• Tax Planning – Understand how your structure impacts taxes and what steps to take to reduce liability.
   

• Payroll Setup – If you plan to pay yourself or hire employees, we’ll help you set up a compliant payroll system.
   

• Sales Tax Registration – Selling products? We handle your sales tax setup and filing.
   

 

Avoid Common Startup Mistakes

Too many businesses start off with:

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• The wrong structure for their goals
   

• No operating agreement or record-keeping practices
   

• Missed tax registration deadlines
   

• No plan for separating business and personal finances
   

• Unclear ownership or profit-sharing agreements
   

We help you avoid costly oversights and position your company for long-term success.

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What to Expect When You Work With Us

1. Discovery Call
   We discuss your business idea, goals, and any existing plans or registrations.
    

2. Entity Selection
   We walk through your options and make a recommendation based on tax efficiency, liability, and scalability.
    

3. Filing and Setup
   We handle all formation paperwork, EIN registration, and business documentation.
    

4. Strategic Kickoff
   We give you a roadmap for what to do next: open a business bank account, start tracking expenses, set up payroll, and more.
    

5. Ongoing Support
   We remain your go-to resource for bookkeeping, tax planning, and compliance as your business grows.
    

 

Start Smart. Grow Strong.

Launching a business should feel exciting—not overwhelming. With Next Edge CPA by your side, you’ll start your company with expert guidance, complete filings, and a plan that supports your long-term vision.

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Ready to launch with confidence? Contact us today to schedule your new business formation consultation and take the first step toward building a business that lasts.