Tampa Bay CPA Firm

Incorporation Services

New Business Advisory Services

Starting a new business is exciting — but choosing the right entity structure is critical. Each option carries unique tax implications, and the decisions you make now will shape your long-term success.

Choosing between an LLC, an S-Corporation, a Partnership, or a C-Corporation isn't just about basic liability protection; it dictates your self-employment tax exposure, your ability to attract future investment, and how smoothly you can eventually transition or sell the company.

Dr. Folberg provides clear, strategic guidance to help you avoid costly structural mistakes, minimize tax liability, and maximize long-term profitability. With over 20 years of experience, he ensures your business begins on an unshakeable financial and regulatory foundation.

What Our Advisory Services Include

We guide you through both the high-level strategy and the essential corporate formalities required to launch successfully:

  • Entity Selection & Tax Strategy: Analyzing your business model to determine the most tax-efficient structure (LLC, S-Corp, C-Corp, or Partnership) tailored to your growth goals.

  • S-Election Optimization: Evaluating and executing timely S-Corporation elections, including modeling Reasonable Compensation to balance salary and distributions cleanly.

  • Corporate & State Formations: Drafting and filing Articles of Incorporation or Organization, alongside organizing internal corporate governance materials like Operating Agreements, Bylaws, and stock or member certificates.

  • Tax System & Payroll Registrations: Securing your Federal Employer Identification Number (EIN) and handling all mandatory state and local payroll, unemployment, and sales tax registrations.

  • Accountable Plan Setup: Designing IRS-compliant expense reimbursement policies so you can legally and cleanly deduct home office, vehicle, and travel expenses from day one.

  • Financial Infrastructure: Complete QuickBooks® setup, chart of accounts customization tailored to your industry, and foundational training to ensure clean tracking.

Take the Next Step

Undoing an incorrect corporate structure later can result in severe tax friction, unexpected exposure, and costly legal restructuring. Securing proactive guidance before you file ensures you don't leave your personal assets or your hard-earned profits vulnerable.

Dr. Folberg combines technical mastery with a passion for client education, giving you the clarity and confidence to build your business on the right track.

Don't leave your foundation to chance. Schedule your initial discovery call today to secure the right structure, protect your profits, and set your enterprise up for lasting success.