Difference 1
Form-first setup
Entity selected from a generic checklist
Strategy-led formation
Structure evaluated against ownership and income
New operators, entrepreneurs, and contractors launching serious ventures.
Build the right structure before it becomes expensive to change.
Avoid costly structural errors and launch with a tax-optimized entity.
- Entity
- strategy
- IRS-ready
- setup
- Growth-ready
- foundation
Built for the work ahead
Is New Business Formation right for you?
A focused fit review confirms whether New Business Formation matches your current needs and next decisions.
- You are launching a new business
- You need help choosing an entity structure
- You want formation decisions connected to tax planning
- An existing business needs to correct or restructure its setup
The formation difference
Formation should begin with strategy
A filing service can create an entity. A strategic process aligns that entity with ownership, operations, and tax goals.
Difference 2
Form-first setup
State filing treated as the finish line
Strategy-led formation
Registrations and operating requirements coordinated
Difference 3
Form-first setup
Tax elections considered later
Strategy-led formation
Election timing reviewed during formation
Difference 4
Form-first setup
No implementation plan after approval
Strategy-led formation
Banking, payroll, and compliance next steps defined
How it works
A formation process built around the business
A defined sequence keeps the work organized, visible, and connected to the decisions that follow.
- 1
Formation strategy
Step 1
Review ownership, liability, projected income, and operating plans.
- 2
Entity selection
Step 2
Choose the legal and tax structure that fits the business.
- 3
Registration & filings
Setup
Coordinate state formation, EIN, and applicable elections.
- 4
Implementation
Launch
Put banking, payroll, bookkeeping, and compliance foundations in place.
What's included
Your formation foundation
The core work and deliverables included with New Business Formation.
- Entity Selection Analysis (LLC vs. S-Corp vs. C-Corp)
- Federal EIN Procurement & State Registration
- Tax-Optimized Operating Agreement Blueprint
- Initial S-Corp or Tax Election Filing (if applicable)
- Compliance & State Licensing Guidance
Custom Outline
Your consultation confirms the appropriate scope before work begins.
Our approach
Results you can act on
“The right entity is the one that fits how the business earns, operates, and plans to grow.”
Union National Tax New Business Formation methodology
Discuss your situationQuestions answered
New Business Formation FAQs
Online services file standardized forms; they don't provide strategy. They won't analyze the tax implications of your election, which can cost you thousands in your first year alone. We provide a structural blueprint, not just paperwork.
Ready to launch on the right foundation?
Launch securely. Protect personal assets and lock in day-one tax efficiency.
Book a Formation Consultation