OUR SERVICES

  • Entity Formation & S Corporation Election

    Selecting the right business structure matters. We guide you in forming your S Corporation and explain the tax and liability benefits, especially for those with significant NIL or self-employment income.

    EIN & State Tax Registration
    We coordinate securing your federal EIN and state tax IDs. With a solid foundation, your business is compliant and ready to operate from day one.

    Business Banking & Financial Separation
    Keeping personal and business finances separate is essential for tax protection and clarity. We’ll open dedicated business accounts to make tracking NIL income and business expenses simple.

  • Payroll & S Corp Salary Strategies
    Take advantage of payroll and compensation strategies to maximize savings. We work alongside your CPA and payroll provider to set up payroll and ensure your S Corp salary meets IRS requirements.

    Tax Filing & Quarterly Estimate Management
    Tax obligations for entrepreneurs and student-athletes can be complex. We stay on top of annual filings and quarterly payments, so you avoid surprises and penalties.

  • Cash Flow, Budgeting, & Money Habits
    Build strong money habits early by tracking income, expenses, and creating an actionable budget. We deliver cash flow reports, budgeting tools, and coaching to keep your financial goals on track.

    Savings, Investments, & Cash Management
    Smart cash management starts with capital protection and preservation for short-term needs, including taxes and funds you may need after graduation. Once your foundation is secure, we invest in an Echelon portfolio, designed with built in capital preservation, to incorporate a long-term growth strategy into your financial plan.

    Retirement Planning
    It’s never too early to plan for retirement, even as a student-athlete or young professional. We offer guidance on Roth IRAs and Solo 401(k) plans to maximize long-term, tax-free growth.

  • Charitable & Legacy Strategies
    Giving back thoughtfully can be part of your financial plan. If interested we’ll help you set up a Donor-Advised Fund and craft strategies for meaningful, tax-efficient charitable contributions.

    Legal & Regulatory Support

    From contract review to NIL and university rule compliance, we coordinate with your agent and the university to keep you protected and up to date. You get proactive guidance, so you can focus on your career with confidence.

Contact