BUSINESS FORMATION + SUPPORT

Start right. Build from there.

From choosing the right structure to filings, registrations, and ongoing support, we help you build a business foundation that makes sense now—and as you grow.

Nick Barrett, EA discussing tax documents with clients in office.
SERVICE DETAILS

Everything you need to know, in one place.

Explore what’s included, the support available beyond formation, how the process works, and what you can expect from Barrett Financial.

Office desk close-up. Person working on tax return.

Formation done right from the start.

STRUCTURE + TAX GUIDANCE

Understand your entity and tax options before deciding how to structure your business.

STATE + FEDERAL FILING

We prepare and submit the applicable filings required to establish your business.

FORMATION DOCUMENTS

Preparation and filing of applicable Articles of Organization or Incorporation.

EIN REQUEST

Preparation and submission of your federal Employer Identification Number request.

BUSINESS FORMATION — $300 + FILING FEES

Includes formation guidance, applicable state and federal filing, Articles of Organization or Incorporation, and EIN request submission. Exact government filing fees are additional and vary by entity type and jurisdiction.

Support beyond formation.

FORMATION + REGISTRATION

LLC + Corporation Formation
Nonprofit Formation
EIN + Federal Filings
State Registrations
Entity + Tax Elections

ACCOUNTING + ONGOING SUPPORT

Accounting + Quickbooks Setup
Payroll Setup
Sales Tax Setup
Business Tax Preparation
Ongoing Business Support
CUSTOMIZED TO YOUR BUSINESS
Business formation is $300 plus applicable government filing fees. Additional registration, accounting, tax, payroll, and ongoing support services are quoted based on the services your business needs.

From idea to established.

Start With a Conversation

1

We learn about your business, goals, and where you are in the process.

Choose Your Structure

2

We help you understand your entity and tax options so you can make an informed decision.

Form + Register

3

We prepare and submit the applicable formation documents, registrations, and EIN request.

Build From There

4

Add accounting, payroll, tax, or ongoing business support as your needs evolve.

Why Barrett Financial

Beyond the paperwork.

Forming a business is one step. We help you understand how the pieces fit together so you can start with a stronger financial and tax foundation.

1
GUIDANCE FIRST

Understand your options before choosing a business and tax structure.

2
ONE CONNECTED PROCESS

Formation, registrations, accounting, and tax support can work together instead of being handled in isolation.

3
BUILT FOR WHAT’S NEXT

We consider where your business is going—not only what needs to be filed today.

4
ONGOING SUPPORT

When your business changes, we’re here to help your accounting, tax, and structure evolve with it.

Your Next steps

Getting started is simple.

We’ll help you understand your options, establish the right foundation, and take the next step with confidence.

Schedule a Consultation

Tell us about your business, your goals, and where you are in the process.
Schedule→

Build Your Foundation

We’ll help determine the appropriate structure and handle the applicable formation and registration process.

Start Your Business

Move forward with your business established and add accounting, tax, payroll, or other support when you need it.
FAQ

Questions before you get started?

Quick answers to a few common questions before you get started.

How much does business formation cost?
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Our business formation service is $300 plus the exact applicable federal and state government filing fees. Additional business setup or ongoing support services are quoted separately based on your needs.
What’s included in the $300 formation service?
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The formation service includes guidance on your business and tax structure, applicable state and federal filing, preparation and filing of Articles of Organization or Incorporation, and EIN request submission.
Can you help me decide what type of business to form?
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Yes. We’ll discuss your business and goals and help you understand the tax and financial considerations of different structures so you can make an informed decision.
Can you form a business outside of Iowa?
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Yes. We can assist with business formation in other states. Applicable filing requirements and government fees vary by state.
Do you prepare operating agreements, bylaws, or other legal documents?
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No. Barrett Financial provides tax, accounting, and business formation support, but we do not provide legal advice or prepare legal agreements. We recommend working with an attorney for operating agreements, bylaws, contracts, and other legal documents.
READY TO GET STARTED?

Build your business on the right foundation.

Schedule a consultation and we’ll help you understand your options, handle the formation process, and plan what comes next.