We handle your clients' entity formation.You keep the relationship — and earn on every referral.
You advise on structure. We execute the filings and ongoing compliance — backed by attorneys, in all 50 states. Keep the client relationship and stay in the advisory seat. 30-minute onboarding.
Best for advisors whose clients are starting or growing a business.
Built for the professionals clients already trust
Whatever your practice, formation and compliance become revenue — without you becoming a filing expert.
CPAs & Accountants
Turn the formations your clients already need into an additional revenue stream, without becoming a filing expert.
Tax Advisors & EAs
Add entity formation to your advisory menu. We handle execution; you keep the relationship.
Financial Advisors & RIAs
Entity structuring for holding companies and real-estate investor clients, coordinated and attorney-backed.
Attorneys & Law Firms
White-label formation and compliance fulfillment, so your team focuses on counsel, not paperwork.
You're the advisor. Our software is attorney-backed.
Most formation services have to reassure accountants that filing paperwork isn't practicing law. Our systems are attorney-backed and built to keep you squarely in your advisory role. Our specialists are available to provide expert guidance when clients need it, so no one feels left alone during the process. When a question turns legal, it goes to an attorney. You never leave your lane.
Attorney-backed filing systems, used in all 50 states.
Specialists available to provide expert guidance when clients need it.
Direct attorney referral when a client's question crosses into legal territory.
Anonymous filing & holding-company structures for clients who need privacy and asset protection.
Protect your clients and grow your revenue — without adding to your workload
Earn on every formation and on the compliance plans that follow during your client's first year. Your co-branded dashboard tracks every referral's status and earnings in one place.
See the programReady to add formation and compliance to what you offer?
Keep the advisory relationship and give your clients an attorney-backed experience — without learning state filing requirements or hiring a paralegal.
- Free to join, with no minimums or quotas
- Co-branded portal with your logo and recommendations
- Earn on every formation, plus year-one compliance revenue
- 30-minute onboarding — most partners refer their first client within days
Prefer to talk first? Book a 30-minute consultation or call 888-474-1331.
*Filed with the Secretary of State.
Partner with a formation service that does the heavy lifting
Business entities filed within 24 hours
All formations are processed within 24 business hours using our proprietary attorney-backed software — ensuring proper protection and compliance for your clients, with no expedited fee.
Attorney-backed services without the overhead
One partner covers the entire entity lifecycle — formation through ongoing compliance.
- LLC formation, 50 states
- Corporation formation
- Registered agent service
- Anonymous & private filing
- EIN filing
- Operating agreements & bylaws
- Annual filings & maintenance
- Virtual office & mail forwarding
- Certificate of good standing
- LLCs for non-US residents
Dedicated Business Success Advisors, not general support
Your clients get direct access to advisors trained by attorneys to provide accurate, practical guidance throughout the formation process and beyond — at no cost. No cookie-cutter solutions; structures built for each client's needs.
Two ways you earn in your client's first year
And one is bigger than most partners expect.
Every formation.
Refer a client, earn on the formation. One referral, one payout — straightforward and immediate.
Every month of compliance — for their first year.
Referred clients stay on compliance plans through year one — registered agent service, annual reports, state-specific compliance — and you share in those subscription fees across the year.
Your brand stays front and center. You control the introduction.
We're your silent fulfillment partner. We don't reach out to a referred client before you make the introduction. After you hand off, we communicate with the client as part of delivering the service — through a co-branded portal that keeps your firm and your recommendation front and center.
Your brand and recommendations, front and center
A co-branded portal with your logo and pre-filled recommendations keeps you front and center. For each referral, you pre-select the state, entity type, and tax elections — your expertise guides the process while our platform ensures the right structure, without the guesswork.
Seamless access to downloadable client docs
Your clients manage their entities through a professional portal while your firm gets direct access to every formation document and compliance filing — organized, downloadable, and immediately available. No more requesting paperwork from clients.
Earn on every referral, with no extra work
Every referral through our Advantage Partner Program earns you a generous commission for each formation completed, while your clients enjoy a special partner discount on their services. You build an additional revenue stream, your clients save money, and everyone wins.
You earn on every formation. And because referred clients stay on compliance plans during year one, you also share in the registered agent and annual report fees that follow — month after month. Track every referral and both streams from one portal.
Start referring clients
From referral to revenue, in four steps
Refer through your portal.
Add the client, state, entity type, and any tax elections. About two minutes. Not sure what to recommend? Our Business Success Advisors, trained by attorneys, can help.
Your client gets a co-branded link with your recommendation already filled in.
They see your firm, your logo, and your pre-selected recommendations. They confirm and submit — the experience is yours, end to end.
We file with the Secretary of State within 24 hours — no upcharge, every state.
Once your client places their order, our team files directly with the Secretary of State within 24 hours. No expedited fee. No upcharge. Standard for every formation.
You both get instant document access — and every completed formation is tracked alongside your earnings in one portal.
Formation documents are instantly available for both you and your client. You earn on the formation, and your client stays enrolled in the compliance plan — tracked in one portal.
Attorney-backed software for maximum protection
We handle registered agent services
Serving as a registered agent exposes your firm's personal information and liability. Our professional registered agent service removes that risk entirely, ensuring all legal documents are received and handled correctly. Your firm stays protected, your clients stay compliant, and everyone sleeps better at night.
Attorney-backed software with real legal grounding
Our formation software, compliance workflows, and client documents are all attorney-backed. When a question turns legal, an advisor routes it to one of our attorneys — so you advise within your lane.
Client privacy is the default
We keep clients' personal information off public records whenever possible. In states requiring disclosure, we offer holding-company structures that maintain privacy — anonymous filing as standard practice, not an add-on.
How we outperform other formation services
| Service | LLC Attorney | LegalZoom | ZenBusiness |
|---|---|---|---|
| Formation processing time | 24 hours | No guarantee | 7–10 days |
| Co-branded partner portal | Yes | No | No |
| Attorney-backed software | Yes | Additional charge | No |
| Direct document access | Yes | No | No |
| Compliance management included | Yes | Additional charge | Additional charge |
| Privacy protection | Yes | No | No |
Want the full breakdown? View the top competitors comparison guide here →
Questions about cost, timing, and how it works
Still curious? Book a call or apply using the form above.
Become a PartnerBeyond the Return: Turning Tax Season Into Year-Round Strategy & Revenue
A practical framework for accounting professionals and firm leaders to convert completed tax returns into actionable tax strategies and advisory services — including how to structure, package, and price tax-strategy services for immediate implementation after busy season.
What you'll learn
- Identify key tax planning opportunities from completed tax returns
- Analyze client financial data to uncover inefficiencies and optimization strategies
- Develop a structured tax-strategy framework for ongoing client advisory
- Design and package tax-strategy services for effective client upsell
Ready to add formation and compliance to what you offer?
Keep the advisory relationship, give your clients an attorney-backed experience, and add a revenue stream — without learning state filing requirements or hiring a paralegal.