Precision Tax Planning, Profound Savings

Business Formation

Start your business the right way — simple, strategic, and tax-smart.

Starting a business is exciting, but choosing the right entity can be confusing. We make the process clear and stress-free so you begin with the right structure, strong compliance, and a tax plan that supports your long-term goals.

Serving entrepreneurs across Long Island, New York, and nationwide.

Trusted By:

✔ CPA-Led Firm
✔ 100+ Business Formations Completed
✔ Bilingual English / Chinese Support
✔ Local + Nationwide Clients

Who We Help

  • First-time entrepreneurs
  • Consultants, agencies, and service businesses
  • Real estate investors
  • Amazon, Shopify, and Etsy sellers
  • High-income owners seeking a tax-efficient structure
  • International owners forming/ to register a U.S. company

If you want a clean setup and a smart tax plan from Day 1, you’re in the right place.

What’s our Business Formation Service Included

1. Strategic Entity Selection (LLC, S-Corp, C-Corp, Partnership)

We explain your options in plain English and help you choose the best one based on:

  • liability protection
  • tax efficiency
  • expected income
  • long-term goals
  • investors or partners

Example: We recently helped a Long Island studio owner compare LLC vs. S-Corp and save over $7,000 in her first year.

We prepare and file everything required to legally form your business:

  • Articles of Organization or Incorporation
  • Operating Agreement or Corporate Bylaws
  • EIN application
  • State registration
  • Licensing (if required)
  • Registered agent coordination

We handle all communication with the state so you don’t have to.

This is where most formation companies stop — but we go further.

We help you get fully operational:

  • business banking setup
  • bookkeeping setup (QBO/Xero)
  • payroll guidance
  • sales tax accounts
  • S-Corp election (if needed)
  • first-year tax planning

You’ll know exactly what to do next — and what to avoid.

As your business evolves, we can assist with:

  • annual report filings
  • adding or removing partners
  • LLC → S-Corp conversions
  • multi-state compliance
  • quarterly tax planning

We grow with you.

LLC vs. S-Corp vs. C-Corp (Quick Comparison)

A simple overview to help you understand the differences:

FeatureLLCS-CorpC-Corp
TaxationPass-throughPass-through + payrollCorporate tax
Best ForSmall businessesService ownersStartups/investors
ProsFlexibleTax savingsInvestor-friendly
ConsHigher tax at scalePayroll rulesDouble taxation

What You Need to Get Started

Just the basics:

  • business idea
  • owner names/percentages
  • preferred state
  • estimated revenue

We’ll guide you through the rest.

A realistic timeline — clear and predictable.

  • Day 1: Consultation
  • Days 2–3: Entity selection
  • Days 3–7: State filing + EIN

Week 2: Banking + bookkeeping setup

We’re not a filing website — we’re a CPA-led advisory firm.
We help you choose the right structure and set up your business the right way.

  • Strategic, tax-first entity guidance
  • Fast, end-to-end formation
  • Clear communication — no jargon
  • No surprise fees
  • Ability to adjust or convert your structure later
  • Optional ongoing bookkeeping, payroll & tax planning

We know starting a business can feel overwhelming — we’re here to make it easier.

LLC Formation Services – Frequently Asked Questions

Core LLC Formation Questions (Q1–Q12)

What are LLC formation services?

Most states file within a few days; some take longer. We’ll give you exact expectations.

An LLC can provide personal liability protection, operational flexibility, and potential tax advantages when properly formed and maintained.

In many states, an LLC can be formed within a few business days to several weeks. However, some states require additional steps, such as mandatory publication, which can extend the full compliance timeline to several months. Publication is generally not required to obtain an EIN or open a business bank account, but proof of compliance may be needed later for financing, licensing, or mortgage applications.

Typical requirements include the business name, registered agent details, business address, ownership structure, and management type. State-specific rules may require additional information.

Yes. You may form an LLC outside your home state, but this may require foreign qualification and additional compliance obligations. A professional review is recommended. Diagnostic reviews are not free.

Operating agreements are not always legally required, but they are strongly recommended. They outline ownership, management responsibilities, and profit distribution.

No. State requirements vary and may include different filing fees, publication rules, and ongoing reporting obligations.

What tax considerations should I know before forming an LLC?

LLCs offer flexible tax treatment, including pass-through taxation or elective corporate taxation. Understanding the tax impact before formation is essential. Diagnostic tax consultations are not free.

Yes. An LLC may be single-member or multi-member. Ownership structure affects management, tax reporting, and compliance obligations.

Many services assist with obtaining an Employer Identification Number (EIN), which is required for banking, hiring employees, and federal tax filings.

Ongoing requirements may include annual or biennial reports, franchise taxes, bookkeeping, and tax filings. Failure to comply can result in penalties or loss of good standing.

Ivy Tax and Business Inc. provides CPA-led LLC formation services, including document preparation, compliance guidance, and tax structure evaluation for clients in New York, Long Island, and nationwide. Professional consultations and diagnostic reviews are required and are not free.

Get Started Now

Don’t wait until you “just get going” and figure the structure out later—early mistakes can cost in taxes, liability and flexibility.

Let’s build your business on a strong foundation

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