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Free guide for accountants & advisors

The Accountant's Guide to Year-Round Compliance Revenue

Most accountants refer formation work out and watch the revenue — and the relationship — leave the building. This attorney-reviewed guide shows how to keep both, and turn entity compliance into income that arrives all year, not just at tax time.

What's inside

  • ✓The two revenue streams in entity formation work — and why the recurring compliance stream is the half most accountants miss
  • ✓What you can advise on without crossing the unauthorized-practice-of-law line, and where to hand off to an attorney
  • ✓30+ formation and compliance services you can offer your clients nationwide — from LLC formation to BOI/CTA filings
  • ✓How a co-branded referral keeps you as the relationship owner instead of handing your client off
  • ✓A simple way to introduce entity referrals to clients you're already advising

Written for advisors, not business owners — framed around your practice, your clients, and your calendar. Covers CPAs · Accountants · Tax Advisors & EAs · Bookkeepers · Financial Advisors.

100,000+
entities formed
50 states
covered
Attorney
reviewed

Where should we send it?

Attorney-reviewed · 100,000+ entities formed · AICPA members: code AICPA waives clients' $199 fee

About the guide

What's in it, who it's for, and what happens after you download.

How quickly is the guide delivered after I submit the form?
Immediately — it's sent to your work email as soon as you submit the form. No wait, no manual review, no follow-up required to receive it.
Does requesting the guide commit me to the partner program?
No. The guide is free with no strings attached. One optional checkbox lets you signal interest in the Advantage Partner Program, but it's not required to receive the guide.
What does the guide cover that isn't on this page?
The guide goes deeper on the unauthorized-practice-of-law line — specifically what CPAs and advisors can and cannot advise on, and where to hand off. It also covers 30+ formation and compliance services and a concrete way to introduce entity referrals to your existing clients.
Who reviewed the guide's content?
The content was reviewed by LLC Attorney's legal team. The UPL guidance section specifically was checked by licensed attorneys to reflect current standards in all 50 states.
After reading the guide, how do I apply for the partner program?
The guide's final section and the thank-you page after this form both link directly to the partner application. The full path — from guide to first referral — takes under 20 minutes.

Ready to start earning on it?

You've seen how the two streams work. Joining the Advantage Partner Program is free, takes about 15 minutes, and carries no minimum referral volume.

No minimums · No monthly fees · No filing expertise required

Become a Partner