Seven steps
From intake to ongoing support.
- 1
Client intake
Complete the secure intake form: your business, your state, and the services you need. Prefer to talk first? Request a consultation.
- 2
Review & consultation
We review your intake, confirm what applies in your jurisdiction, and schedule a consultation when a conversation will help.
- 3
Package or written quote
You receive a package confirmation or a written quote with scope, timeline, and our fee. Government and third-party fees are listed separately.
- 4
Service agreement & payment
You review and accept the service agreement, then pay through secure checkout or invoice. Work begins only after both.
- 5
Document collection
We request what we need through secure channels. We never ask for Social Security numbers or full account numbers by web form or email.
- 6
Execution & status updates
We prepare, file, and coordinate the work, with status updates at each milestone and copies of completed documents.
- 7
Ongoing support
Optional monthly support and management plans keep deadlines, records, and operations on track as you grow.
How we handle your documents
- Documents submitted with your intake are stored privately, never published, and never emailed.
- We never ask for Social Security numbers, full bank or card numbers, or ID images by web form or email.
- Access is limited to the people working on your engagement.
Agreements and payment
- Every engagement is covered by our service agreement and a written scope.
- Packages and plans can be paid through secure online checkout where available, or by invoice.
- Government filing fees and third-party costs are always listed separately.
Existing client? Visit the Client Center.