Business Packages

IWC's Comprehensive Business Package

Integrated Wealth Counsleors Comprehensive Business Package is designed for business owners and aspiring business owners. Order Now! Call (877) 572-0019.

Business Package Details:
  1. Analysis of most favorable form and situs of your business struture or structures, from both a legal and tax perspective;
  2. Federal filings including filing of Articles of Incorporation (or Articles of Organization if LLC);
  3. Application for taxpayer ID, small business “S” tax elections (if applicable);
  4. Preparation of all organizational documents including Articles, Bylaws or Operating Agreement, Minutes of organizational meetings, and Resolutions;
  5. Complete assistance with conduct of organizational meetings;
  6. Legal, tax and accouting advice in organizing your business structure. (IWC is not law firm but contracts with experienced lawyers and CPAs);
  7. Analysis and advise concerning funding and ownership of your business to help you achieve maximum asset protection, limitation of liability and tax savings;
  8. Business planning and training tools including a jump drive loaded with a Preconfigured QuickBooks© template customized for your business, useful business templates, and various contracts including employment agreements, medical reimbursement plans, etc.
Business Packages

Business Package Highlights

  • - Business Analysis
  • - Federal Filings
  • - Tax Id Setup
  • - Organizational Documents
  • - Accounting Advice
  • - One-on-One Meeting
  • - Business Planning Tools

Call (877) 572-0019 to order by phone.