Collective aims to help you set up your business, manage your back-office, and plan for taxes, so that you can focus on what you love doing. As a member, we will be providing you with all of the following services:

Corporate Legal Solutions

  • Entity formation work

  • Obtaining tax IDs

  • Post-formation tax elections

  • State level corporate registration

  • State level employer registration

  • Foreign registration

  • Re-domestication

  • Registered Agent


  • QuickBooks Online Essentials account provided free of charge

  • Gusto payroll account provided free of charge

  • Training and on-demand support for both QBO and Gusto

  • Quarterly review of accounts and books

  • Detailed feedback on how to improve accuracy

  • Guidance on how to optimize deductions and expenses, etc.

Bookkeeping (additional services for clients on upgraded subscriptions)

  • Daily categorization of all transactions

  • Monthly reconciliation of accounts

  • Assistance with preparing invoices

  • Monthly management reports prepared

  • Guidance and feedback on improving cash flow, etc.


  • Preparation and filing of business income tax returns (federal & states)

  • Preparation and filing of individual income tax returns (federal & states)

  • Preparation and filing of LLC filing fee returns (state only filing)

  • Preparation of all four quarterly tax estimates (federal & states)

  • Recommendations on adjusting ‘reasonable compensation’ to mitigate risk

  • Regular updates on changes in law and tax savings opportunities, etc.


  • Dedicated Member Relationship Manager

  • Personal Slack channel

  • Periodic newsletters

  • Periodic Community Spotlight

  • Access to affiliated partners

Please feel free to reach out to us in your slack channel if you have any questions and our team will be happy to assist.

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