Entity Formation

Entity Formation

Entity Formation & Structuring Services

Build the right foundation for tax savings, liability protection, and growth.

Choosing the wrong business entity can cost you in taxes, expose you to unnecessary legal risk, and make it harder to scale. At Credence Tax Services LLC, I help business owners, real estate investors, and professionals select and structure entities the smart way—so every dollar, asset, and owner is in the right place from the start.

Whether you’re starting your first business or restructuring an existing one, I help you build with strategy — not guesswork.

My Approach – Integrated Advisory

How It Works

Step 1. Discovery and Current-State Review

I review how you are earning income now (business, rentals, commissions, investments), what entities you already have, and what you plan to buy or start.

Step 2. Strategy Design

I map out the recommended structure—what entity does what, who owns it, how income flows, and what tax elections are needed.

Step 3. Implementation Roadmap

You receive clear next steps: what to file with the state, what tax elections to make, how to set up bank accounts, and how to record activity in your books.

Step 4. Elect Ongoing Support

Bundle with tax planning or bookkeeping for ongoing oversight to keep your entity structure aligned with your goals and true financial position.

My Entity Formation & Restructuring Services Include

  • Entity selection consultation (LLC vs S corp vs Partnership vs C corp)
  • Review of current structure to identify tax and liability gaps
  • Multi-entity and holding company design (parent–child, sister–sister)
  • Guidance on ownership splits, capital contributions, and member/shareholder setup
  • Reasonable compensation planning for S & C corporations
  • Separation of real estate, operating, and management entities
  • Year-end tax alignment so the structure matches what’s filed
  • Coordination with bookkeeping so accounts and entities match reality

Common Scenarios I Help With

Tax Prep That’s Personal, Powerful, and Done Right

  • Forming your first business entity
  • Transitioning from a sole proprietorship to a formal entity
  • Adding partners or family members to ownership
  • Restructuring multiple businesses under a holding company
  • Creating a tax-efficient setup for real estate or investment ventures
  • Consolidating income from multiple ventures under one structure
  • Planning for a business or property sale to minimize tax exposure

Flexible Options

Stand-Alone Entity Structuring

Perfect if you just need to get the structure right and want a professional plan to follow.

Entity Structuring + Tax Planning Bundle

Best for growing businesses and investors who want to know, “What should my structure be now—and what will I owe?” This option pairs structuring with tax projections, reasonable comp planning, and year-end review.

Get Started

Build a structure that works for your future — not against it. Book your Entity Strategy Consultation with Credence Tax Services LLC to align your business, tax, and growth goals.

Schedule Your Entity Review

or call 404-449-1528 to get started.