Keep Your Clients Compliant Without the Legal Headaches
How Tailor Brands Helps CPAs Simplify LLC Formation & Compliance
Thank you to my friends at Tailor Brands for sharing this article with us.
It’s Monday morning, and your inbox is already overflowing. Tax season may be months away, but your clients’ questions never stop, especially when it comes to business compliance.
One email stands out. A long-time client just decided to form an LLC. “It should be simple,” they write. “Just tell me what I need to do.”
You know better.
Forming and maintaining an LLC isn’t just a matter of filling in a form and sending it off. Each state has its own maze of rules, deadlines, and documentation. What’s straightforward in one state might be a bureaucratic nightmare in another. Missing just one filing can mean penalties, suspended operations, or even losing liability protection.
And here’s the kicker—hours spent digging through state requirements or chasing down paperwork aren’t billable hours. They are hours you could be spending on higher-value advisory work.
That’s where Tailor Brands steps in.
The Tailor Brands Advantage for CPAs
Instead of navigating fifty different state rulebooks, you can partner with a team that does it every single day. Tailor Brands takes the legal and administrative weight off your shoulders so you can focus on what you do best—guiding your clients and growing your practice.
You don’t have to worry about:
The tedious paperwork. From the very first step of formation to every annual filing, we handle the process end-to-end—accurately and on time.
Knowing the rules. Our experts stay on top of every state’s changing regulations, so you and your clients avoid costly missteps.
Losing control of the process. Refer your clients directly or manage their journey through our simple online portal—whichever works best for you.
This means more peace of mind for you, year-round. We keep your clients compliant behind the scenes, so you can focus on strategic work—not tracking deadlines.
The CPA’s LLC Compliance Checklist
(And how much you can take off your plate when you partner with Tailor Brands)
At Formation:
🔲 Verify business name availability (including searching the corresponding state’s business registry)
🔲 Navigate name rejections or duplicates (wait for client responses, suggest alternatives, repeat if needed—often requiring multiple back-and-forths)
🔲 Draft and file Articles of Organization
🔲 Designate a registered agent
🔲 Create an operating agreement
🔲 Obtain EIN from the IRS
Ongoing Compliance:
🔲 Track annual report deadlines
🔲 File annual reports with the correct state agency
🔲 Maintain accurate ownership records
🔲 Keep registered agent details up to date
🔲 Monitor and adjust for state-specific requirements
The most time-consuming parts aren't just the tasks—they’re the interruptions. Waiting on clients for new name suggestions or approvals means constantly picking things up and putting them down. That inefficiency adds up quickly.
With Tailor Brands, all of it is handled. We streamline the process, eliminate the stop-and-start, and free you up for higher-value work.
Why This Matters Now
Business owners—especially first-time entrepreneurs—are starting companies faster than ever. They need guidance, but they also need execution. As a CPA, your ability to say “Yes, I can help with that” can be the difference between being seen as just a tax preparer and becoming a trusted, full-service advisor.
With Tailor Brands, you can expand your value without expanding your workload or taking on the legal risk.
The Bottom Line
You don’t have to be an attorney to guide your clients through LLC formation and compliance. You just need the right partner.
Tailor Brands acts as your behind-the-scenes compliance team, giving your clients confidence that their business is set up and maintained the right way, while giving you the time and freedom to focus on strategic work.
So the next time that “quick LLC question” lands in your inbox, you won’t have to hesitate. You’ll have the right answer—and the right partner—at your fingertips.
