“For fifteen years Hartwell has handled our returns and our books. They caught an S-Corp election that saved us more in one year than we've paid them in five.”
Robert Chen
Owner, Chen Family Dental
Services
Business Formation
Start on the right footing with the right entity, EIN, elections and accounting setup.
What's included
Business Formation, handled end to end
- LLC, S-Corp and C-Corp guidance
- State registration and EIN
- S-Corp election (Form 2553)
- Operating agreement coordination
- Chart of accounts and bookkeeping setup
How it works
A clear, predictable process
- 01
Discovery call
A 30-minute conversation about your situation, goals and what's not working today.
Week 1
- 02
Review & proposal
We review prior returns and books, then send a fixed-fee proposal with no surprises.
Week 1–2
- 03
Onboarding
Portal setup, document collection and a clean-up plan if your books need it.
Week 2–3
- 04
Year-round partnership
Monthly reporting, mid-year planning and a CPA who answers the phone.
Ongoing
Client stories
What clients say
via google
Let's talk about business formation
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 8:30 AM – 5:30 PM