Record collection
Formation documents, EIN evidence, ownership, prior returns, state filings, books, notices, and provider access.
Keep the company. Improve the support.
Existing LLC Takeovers
Bring an existing company into one coordinated system for records, bookkeeping, tax, compliance, and the questions that surface during the year.
No need to start over.
We begin with the company that already exists, establish what has been filed, identify missing records or obligations, and build a workable forward plan.
Compliance diagnosis
Entity status, federal and state history, information returns, unresolved notices, and deadline risks.
Operating handoff
Access changes, registered-agent coordination, accounting cleanup, filing plan, and ongoing responsibility map.
The takeover process.
The first objective is a verified record—not assumptions based on what a prior provider said.
Inventory
Collect documents, accounts, filings, notices, and access credentials securely.
Reconcile
Compare records with agency status, books, ownership, and actual activities.
Stabilize
Prioritize corrections, confirm scope, and establish the next compliance cycle.
First, find the real starting point.
- Is the entity active and in good standing?
- Do ownership records match reality?
- Were federal and state filings actually submitted and accepted?
- Do the books reconcile to company and owner activity?
- Are there notices, penalties, or missing information returns?
Corrections are separate work: A takeover review identifies the known position. Amended, delinquent, or penalty-response work is scoped after the records are evaluated.
Bring the LLC. Leave the fragmentation.
Start with the formation documents and the last two years of filings. We’ll tell you what else is needed.