Business Advisory Services
Business Consulting & Business Formation
Practical guidance for entrepreneurs starting, organizing, or improving a business. Montano's Income Tax Services helps clients understand business structures, registration steps, recordkeeping needs, and important tax responsibilities.
What This Service Provides
A stronger foundation for your business.
Starting or reorganizing a business involves decisions about ownership, entity type, registration, taxes, bookkeeping, and ongoing reporting. These decisions can affect how the business operates and how income is reported.
Montano's helps clients review their goals and understand common formation and compliance considerations. Services are tailored to the business activity, ownership structure, and information provided.
Included in the Service
Guidance from planning through formation.
Discussion of common business structures, including sole proprietorships, partnerships, LLCs, and corporations, based on the client's goals and circumstances.
Assistance organizing information and completing applicable formation steps for a new business entity.
Guidance with obtaining a federal Employer Identification Number and understanding how it may be used for taxes, payroll, and business accounts.
Review of common federal, California, payroll, and other tax-registration responsibilities that may apply to the business.
Recommendations for separating business finances, organizing documents, tracking income and expenses, and preparing for bookkeeping.
Practical support for business changes, financial organization, tax planning concerns, and questions that arise as the company develops.
Common Business Situations
Support for new and developing businesses.
Formation and consulting needs vary according to the business activity, ownership, location, employees, and long-term plans. Guidance is based on the client's actual circumstances and available information.
The Consulting Process
A clear path from idea to organization.
Discuss
Review the business idea, activity, ownership, goals, and current situation.
Evaluate
Discuss relevant structures, registrations, tax considerations, and recordkeeping needs.
Organize
Gather the information and documents needed for the selected formation steps.
Form & Plan
Complete applicable steps and review important ongoing business responsibilities.