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Membership
Formation, registered agent, compliance, and taxes, carried by one membership instead of a pile of separate orders. Pick the altitude that matches your company, pay monthly or yearly, and climb. Every service still sells solo if you only need one thing.
Choose your camp
Base Camp
Your company, legally on the mountain.
All-in, setup included
The included state filing covers our work on it. The state's own fee for that filing is charged separately, at cost.
About the Starter planThe Ascent
Presence and compliance, handled for you.
All-in, setup included
Everything in Starter, plus
The included state filing covers our work on it. The state's own fee for that filing is charged separately, at cost.
About the Pro planThe Summit
Books, taxes, and a team on the rope.
All-in, setup included
Everything in Pro, plus
The included state filing covers our work on it. The state's own fee for that filing is charged separately, at cost.
About the Premium planThe state's filing fee is shown separately and charged on your first payment only. Every plan renews at the same price you signed at: no surprises in year two.
Not sure what your company needs?
Sherpa charts your state, entity and setup, asking only what your answers make relevant. Real prices, no email required.
Take the Route FinderThe kit, explained
Nothing in a plan is filler. Every item answers a real requirement from a state, a bank, or the IRS. Here is each one, in plain language.
Company structure
Company formation (LLC or Corporation)
New companies · in the setupFiling with the state is what makes your company legally exist. It separates your personal assets from the business and lets you operate, invoice, and sign under the company's name. The included state filing covers our work on it. The state's own fee for that filing is charged separately, at cost.
EIN (federal tax ID)
New companies · in the setupThe nine-digit number the IRS issues to your company. Without it there is no US business bank account, no payroll, and no tax filing.
Operating Agreement (or Bylaws for a Corporation)
New companies · in the setupThe internal document that says who owns what and who decides. Banks ask for it at account opening, and it settles member questions before they become disputes.
Agent transfer and records migration
Existing companies · in the switchWe move your registered agent and state records over to Summit and pick up your compliance clock from day one. Your company keeps operating; only the paperwork changes hands. The included state filing covers our work on it. The state's own fee for that filing is charged separately, at cost.
Registered agent
All plansEvery state requires one: a person at a physical in-state address to receive lawsuits and official mail during business hours. If a notice goes unanswered, you can fall out of good standing without ever knowing.
Business address to register your company
Pro and upA real US street address that is not your home. It goes on your filings and bank paperwork as the company's registered address.
Mail scanning and forwarding
PremiumEvery letter that arrives at your address is scanned into your account, and originals are forwarded to you wherever you operate from.
Compliance and support
Compliance calendar with deadline alerts
All plansEvery state runs its own clock: annual reports, renewals, agent continuity. We track the dates and flag each one before it is due, so nothing lapses quietly.
Annual Report, filed for you
All plansThe yearly filing that keeps your company in good standing with the state. Filed late it turns into penalties; ignored long enough, into administrative dissolution. The included state filing covers our work on it. The state's own fee for that filing is charged separately, at cost.
Notarization for the address (Flex Space)
Pro and up · 1 includedActivating a business address requires a notarized authorization (USPS Form 1583). The session is covered, so the address goes live without a trip to a notary.
ITIN or a state filing
Pro and up · 1 includedForeign founders get an ITIN, the IRS taxpayer number that lets them file US taxes and unlocks banking tools. US founders trade it for one state filing: a DBA, an amendment, or a Good Standing certificate, whichever the business needs. The included state filing covers our work on it. The state's own fee for that filing is charged separately, at cost.
Bank account opening help
PremiumUS banks are strict, especially with non-resident founders. We prepare the paperwork and guide the application so it does not bounce.
Banking appointment
PremiumWe book the session with the bank and prepare you for it, so you walk in with everything they will ask for.
Tax and bookkeeping
Monthly bookkeeping
PremiumYour transactions categorized and reconciled every month. Tax season becomes a review, not an excavation.
Business Income Tax filing
Pro and upYour company's federal return (1120 for Corporations, 1065 with K-1s for multi-member LLCs), prepared and filed by our team when the season comes, included while your plan is active. Owners' personal returns, the 1040NR (or 1040 for US residents), are $199 each.
Personal Income Tax filing
Premium · 1 ownerOne owner's personal US return (1040 or 1040NR), prepared alongside the company's so the two always match. Each additional 1040NR or 1040 is $199, the same fine print the market runs on.
Tax consultation
Pro and up · 1 / yrA session with our tax team to plan decisions before you make them, not explain them after.
One-time work priced once. Recurring work priced monthly.
That is the whole pricing model. The state's filing fee rides your first payment only, and every renewal is the same price you signed at.
Before you choose
It covers the one-time work of getting you on the mountain: forming the company, getting the EIN, drafting the Operating Agreement, and putting your registered agent and address in place. The monthly price then covers only the ongoing service. One-time work priced once, recurring work priced monthly.
No. Flip the toggle to “I already have a company” and the price stays the same: the setup goes into the switch instead of the filing. We transfer your registered agent, migrate your records, and pick up your compliance calendar from day one.
The state's filing fee is listed separately and charged once, on your first payment, because that is when the formation is filed. Renewals are the plain plan price: no state fee. What you see from us is our fee, complete.
Yes, at any time. Upgrading, you pay the difference and the extra services start right away. Nothing you already received resets.
Absolutely. All 20 services remain available on their own, no subscription required. Plans exist because most companies need the same core set every year, and bundling it costs less than buying the pieces.
The final push
Choose a plan above, or compare all three service by service. Either way, you know exactly what you pay before you pay it.
