The CPA’s Shortcut to LLC Setup & Compliance
How Tailor Brands Helps You Help Your Clients Do It Right From Day One
Thank you to my friends at Tailor Brands for sharing this article with us!
If you’ve worked with new business owners, you’ve likely seen it all: missing EINs, incomplete operating agreements, and clients who assume forming an LLC is as simple as clicking “submit.” And when those shortcuts lead to mistakes, you’re the one left to clean it up.
That’s where Tailor Brands comes in. Not to replace your expertise, but to give your clients a stronger start. We handle the details around formation and compliance so you can spend less time untangling problems and more time offering strategic guidance.
Set Your Clients Up for Success (and Save Yourself the Trouble)
Here’s how Tailor Brands takes care of the details that usually fall on your plate:
● LLC Formation
Simplifies the process for clients who prefer to do things themselves, with fewer errors and better compliance.
● EIN Filing Support
Makes sure clients show up with the basics in place, so you’re not left chasing paperwork.
● Registered Agent & Annual Filings
Avoids the risk of missed deadlines or penalties that could affect their business standing.
● Operating Agreements
Provides ready-to-use templates so you don’t have to draft or refer out legal documents.
● Compliance Monitoring
Keeps things on track year-round so you’re not hit with last-minute emergencies at tax time.
Your clients get a professional setup. You get fewer headaches. Win-win.
Why CPAs Choose Not to Handle Entity Formation Themselves
1. Formation Is Just the Beginning
Filing the paperwork is only step one. It’s the ongoing compliance that gets messy. If a client forgets to file an annual report or update their registered agent, guess who they call? Tailor Brands can handle those ongoing requirements, so you're not stuck doing cleanup.
2. You’re Not Their Registered Agent—So Don’t Get Treated Like One
Clients often list their CPA by default when they’re unsure who to name as their registered agent. That puts you in the middle of government notices, missed deadlines, and legal documents you never agreed to manage. We make sure that doesn’t happen.
3. Let Software Handle the Admin Work
You bring value through strategic thinking, like tax efficiency, growth planning, and ownership structure. Let Tailor Brands take care of forms and filings, so your conversations stay focused on what really matters.
4. It Scales Better Than You
You can’t manually manage filings and compliance for every client forever. But with a tool like ours, you can confidently serve more entrepreneurs without stretching yourself thin.
5. You Can Still Guide Without Taking On Risk
Pointing your clients to Tailor Brands doesn’t mean stepping away. It means giving them a tool that handles the setup and compliance, while you continue to offer trusted guidance. You can even include it in your new client onboarding flow or startup checklist.
A Smart Way to Add Passive Income
Our Affiliate Program is simple to join and built to work quietly in the background. You won’t need to promote anything aggressively. Just have your referral link ready when the opportunity comes up.
Affiliate Program Benefits:
● Refer clients and earn a commission for every LLC created
● Track earnings with your own affiliate dashboard
● Use it only when needed—there’s no pressure or minimums
Ready to join?
👉 Sign up here
Final Thoughts: Free Up Your Time for What Really Matters
Your clients don’t need you to fill out forms—they need your advice. When you send them to Tailor Brands, they come back to you with their business properly formed, compliant, and ready for the next steps.
That leaves you with more time to focus on the big-picture strategy that helps their businesses thrive. And isn’t that the part you enjoy most?
Be sure to check out Tailor Brands to see how they can help you free up time (and earn some extra revenue) so you can focus on being the advisor your clients want.
~Jody