Business Formation & Structure Consulting
Educational and administrative consulting for business formation and structural decisions — helping you start strong, stay compliant, and understand the choices you're making at each step.
The right fit
New entrepreneurs deciding how to structure their business, and existing businesses considering a structural change or transition.
What's included
Entity Selection Guidance — plain-language education on LLC, S-Corp election, and partnership structures based on your goals.
Formation Process Guidance — walkthrough of the formation steps and state registration overview.
EIN Guidance — support with your EIN application.
Operating Agreement Recommendations — educational recommendations on structure and provisions (not legal drafting).
Annual Compliance Guidance — reminders for state filings, personal property returns, and ongoing compliance obligations.
Please Note
Montgomery Advisory provides business consulting and education, not legal representation. We do not draft legal documents. Clients requiring legal document drafting are referred to a licensed attorney.
How the engagement runs
Every engagement follows the same path, so you always know where you are in it.
01
Consultation
We start with a conversation about what you're trying to decide. If we're not the right fit, we'll say so.
02
Scope & engagement letter
The work, the timeline, and the flat fee are written down and agreed before anything begins.
03
The work
We handle the preparation, review, and filing — in-house, with a single point of contact throughout.
04
Review together
We walk you through the result and what it means for the next decision, not just hand over a file.
Expected outcome
A finished piece of work you understand, records that hold up to scrutiny, and a clear view of what the next decision requires.
Pricing
Flat-fee engagements quoted per scope during your initial consultation and confirmed in writing in the Engagement Letter before work begins.
Frequently asked
Anything not covered here is fair game during the initial consultation.
- Can you file my LLC paperwork for me?
- We guide you through the formation process and state registration and support the administrative steps, but we do not provide legal representation or draft legal documents. Clients needing legal drafting should consult a licensed attorney.
- How do I decide between an LLC and an S-Corp election?
- That's exactly what the consultation is for. We walk through your expected revenue, owner compensation, and long-term plans, then explain the tax and administrative trade-offs in plain language.
- Do you handle Maryland-specific compliance?
- Yes. We're based in Maryland and routinely help clients understand state registration, personal property returns, and annual filing reminders so nothing slips through the cracks.
- What happens after formation?
- Most formation clients transition into a one-time Accounting Software Setup and ongoing Financial Management so their books, EIN, and reporting are all aligned from day one — often with a multi-service discount applied in the Engagement Letter.
Let's start with a conversation — no obligation beyond it.
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