New Business Formation

Establishing a legal entity is the foundational step in launching your business. At PSA CPA, we handle the technical registration and tax identification process to ensure your company is structured correctly from day one. Our formation package is designed to move you from a business concept to a fully registered entity with a professional framework only a CPA can provide.

Our Formation Package

We provide a streamlined, end-to-end service to get your business legally active and tax-compliant:

• CPA Strategy Consultation: A 15-minute session with a CPA to review your goals and determine the best entity type (LLC, S-Corp, etc.) and the optimal state for registration.
• State Registration: We handle the formal registration of your business with the state authorities.
• IRS Tax Identification: Once state approval is received, we secure your Federal Employer Identification Number (EIN) from the IRS.

Information Required for Setup

To begin the formation process, we require the following details. While these can be discussed during your CPA consultation, providing this information in advance allows us to expedite your filing:

• Entity Details: The desired name of the entity and the specific type (e.g., LLC, Corporation).
• Jurisdiction: Whether the entity is Domestic (Maryland) or Foreign (Registered outside of Maryland).
• Ownership: The full legal name(s) of the owner(s).
• Physical Location: The address of the principal physical office in Maryland. Note: The state does not accept P.O. Boxes or drop boxes for this requirement.
• Mailing Address: If different from the principal physical office location.
• Contact Information: Primary email and phone number for the business.
• Business Activity: A brief description of the products or services the business will provide.
• Licensing: Indication of whether a specific business or industry license is required (Yes, No, or Uncertain).
• Resident Agent: The full name, address, and contact information for the Resident Agent. The business owner may serve in this role, but the agent must be a resident of the state.

The Advantage of CPA-Led Formation

Unlike generic online filing services, our formation process is overseen by tax professionals who understand the long-term implications of your structural choices.

• Entity Selection: We help you evaluate tax advantages and legal exposure to ensure your structure fits your specific financial needs.
• Regulatory Compliance: We ensure all state and federal filings are accurate to avoid common pitfalls that can lead to fines or delays.
• Integrated Infrastructure: Once formed, we can assist with the next steps of your journey, including accounting software selection and payroll setup through our New Business Consulting

Ready to Build Your Foundation? 

Contact us today to schedule your CPA consultation and begin the formation process. Let us handle the paperwork so you can focus on launching your new business with confidence.