Business Formation & Compliance

Stop guessing—start deciding. At Take Flight Business Solutions, we help you choose the right structure, open correctly, and stay compliant all year—so you can grow with confidence. Led by Brian Dela Cruz, CPA (MA), our team sets up your entity the right way, connects the pieces between taxes, payroll, and bookkeeping, and gives you a clear calendar so nothing slips.

Formation done right (without the hassle)

Choosing between LLC, S corporation, or corporation shouldn’t feel like a maze. We explain the options in plain English—how they affect taxes, payroll, owner pay, liability, and future financing—then we handle the paperwork end to end. Typical formation support includes:

• LLC/S-corp setup with state filing and confirmation
• EIN from the IRS and help establishing your business bank accounts
• Operating Agreement (or bylaws) tailored to how you’ll actually run the business
• State and local tax accounts (sales tax, employer withholding, unemployment as needed)
• First-year compliance calendar so deadlines for filings, reports, and estimated taxes are never a surprise
• Optional registered-agent coordination and license research if your industry requires it

Compliance that stays on schedule

Good formation is only half the job. We keep you current month after month with a predictable cadence that turns chaos into clarity:

• Monthly bookkeeping on a set calendar so your numbers are current when decisions are made
• QuickBooks Online tuned for decisions—a chart that mirrors operations, simple bank rules that reduce clicks, and classes/locations if they help reporting
• Payroll set up the right way (including S-corp reasonable compensation planning) and tied back to the general ledger so reports agree
• Sales-tax and multi-state readiness: we help you determine where you must register and keep filings on a clear schedule
• Year-round tax planning: entity elections and timing, depreciation and Section 179 decisions, and on-time estimates with bank- & tax-agency–ready documentation

Already operating and think the setup wasn’t done right? We can review your structure, fix registration gaps, rebuild the chart of accounts if needed, and put you on a monthly schedule that finally sticks.

What you get with Take Flight Business Solutions

• A structure that matches your goals. We align tax strategy and owner pay with your growth plans—no “set it and forget it.”
• Clean, current books that lenders and partners can trust—delivered on schedule, not at the last minute.
• Plain-English updates that tell you what changed and what to do next—no jargon, just decisions.
• Fixed, transparent pricing for monthly work, plus separate, time-boxed quotes for any historical cleanup or special projects.

Local roots. Nationwide service.

We serve owners across the U.S. from our Florida base, with special attention to Pensacola, Cantonment, and nearby Gulf Coast communities—Pace, Gulf Breeze, Milton, Navarre, Perdido, Fort Walton Beach, and Niceville—as well as Gulf Shores and Orange Beach, AL. Prefer an in-person milestone meeting for formation decisions or annual planning? We’re close by. Prefer fully virtual? You’ll get the same cadence and clarity through our secure portal and recorded walkthroughs.

Common formation scenarios we handle

• Single-member LLC that wants better separation and a clean tax baseline
• Multi-member LLC needing a practical Operating Agreement and capital/basis tracking
• S-corp election for a growing owner-operator, paired with payroll setup and monthly tie-outs
• Holding company with rentals/flips where basis, depreciation, and bank-ready statements matter
• Professional services or agencies that need clear invoicing, collections, and owner distribution planning

How we start (simple and clear)

1. Discovery & scope. We map your model, revenue streams, and hiring plans, then give you a scope in writing.
2. Entity setup & accounts. We file the entity, secure the EIN, open state accounts, and prepare an Operating Agreement that fits how you’ll operate.
3. Books, payroll, and calendar. We configure QuickBooks Online, set payroll correctly, and activate your first-year compliance calendar.
4. Monthly cadence. Reconciliations, a quick review of invoices & bills, a cash trend update, and a short note that spells out next steps. You’ll always know where you stand.

Your next step

Book a 30-minute Strategy Session. We’ll review your goals, confirm your formation path, and deliver a clear plan with fixed pricing. If cleanup is required, we quote it as a stand-alone project with a defined timeline. Then we put your formation and compliance on rails—so you can stop guessing and start deciding.