All Services
Business Formation & Structure Consulting
Guidance through entity selection, formation steps, and structural decisions — helping you start strong and stay compliant as you grow.
What's Included
- Business structure education (LLC, S-Corp election, partnerships)
- Formation process guidance and state registration overview
- EIN application guidance
- Operating Agreement recommendations
- Annual compliance reminders (state filings, personal property returns)
Important Note
Montgomery Advisory provides business consulting and education — not legal representation. Clients requiring legal document drafting should consult a licensed attorney.
Who It's For
New entrepreneurs deciding how to structure their business, or existing businesses considering a structural change.
Pricing
Flat-fee engagement — final pricing and payment terms are provided during your consultation based on project scope.
Frequently Asked Questions
- Can you file my LLC paperwork for me?
- We guide you through the formation process and state registration, but we don't provide legal representation or draft legal documents. Clients needing document 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 with state registration, personal property returns, and annual filing reminders so nothing slips through the cracks.
- What happens after formation?
- Most formation clients transition into our Financial Systems Setup and Financial Management services so their books, EIN, and reporting are all aligned from day one.