Expert Entity Formation for Your Clients.
A New Revenue Stream for You.

With the Advantage Partnership, accountants and financial advisors can confidently refer clients for fast, affordable entity formation backed by legal experts—knowing we’ll handle everything from filings to compliance. You earn commission on every referral while offering added value to your clients and growing your practice without lifting a finger.

Watch How It Works

Protect your clients and grow your revenue—without extra work. Earn a commission every time a client you refer forms a business with us. Our competitive structure is designed to reward your referrals—and make it easy to track your success. You’ll get access to a dashboard showing your earnings, client formation status, and commissions owed so you track your success.

100,000+ Business Entities Formed and Maintained Nationwide

We specialize in forming and maintaining LLCs, corporations, and S-corps across all 50 states. Your clients receive professional entity formation and support, while you focus on your core services. No paperwork for you to handle, no compliance deadlines to track—we manage everything.

Become A Partner

Partner With The Attorney-Backed Formation Service That Handles Everything

Business Entities Filed Within 24 Hours — Faster Than Any Competitor

All formations are processed within 24 business hours using our proprietary attorney-developed systems to ensure proper protection and compliance for your clients.

Attorney-Backed Services Without the Cost of a Law Firm

  • LLC Formation in 50 states
  • Corporation Formation
  • Registered Agent Services
  • Anonymous & Private Filing
  • Employer Identification Number (EIN)
  • Operating Agreements & Corporate Bylaws
  • Organizational Minutes
  • Annual Filings & Business Maintenance
  • Access To Attorneys (Additional Fee)
  • Free Bank Account (Upon Approval)
  • Virtual Office with Address
  • Mail Scanning & Forwarding
  • Certificate of Good Standing
  • LLCs for Non-US Residents

Dedicated Business Success Advisors, Not General Support

Your clients get direct access to our Business Success Advisors, trained by attorneys to provide accurate, practical guidance throughout the formation process and beyond -- at no cost! Our specialized expertise ensures your clients receive formations that address their unique needs, unlike the cookie-cutter solutions offered by other providers.

Affordable Access to Attorneys

Traditional law firms can be costly and sometimes require retainers just to get started. Through our platform, your clients can book fully vetted attorneys directly—often with same-day availability and no upfront commitment. Appointments are billed in 30-minute increments, making expert legal guidance accessible and budget-friendly.

Why Partners Love the Program

Your Brand and Recommendations, Front and Center

Impress your clients with a co-branded portal that features your logo and personalized recommendations—keeping you top of mind while we do the heavy lifting. For every referral, you can pre-select key details like the state, entity type, and more. Your expertise guides the process, and our platform ensures your client gets the right structure—without the guesswork.

Seamless Access to Downloadable Client Docs

Your clients manage their business entities through a professional portal while giving your firm direct access to all formation documents and compliance filings—eliminating the need to request paperwork from clients and streamlining your workflow. The entire system requires zero technical implementation or management from your team while significantly elevating your practice's professional appearance. Docs are immediately available at your fingertips—organized, downloadable, and easy to access.

Turn Referrals into Revenue—No Extra Work Required

We offer generous commissions every time your client forms an entity or switches registered agents. All you have to do is refer them—no extra work needed. You’ll earn money while we handle the heavy lifting. Plus, with our easy-to-use portal, you can track every referral’s progress and see exactly how much you’re earning, anytime.

How It Works

1

Refer a client that needs a business entity

Enter your client’s email into the LLC Attorney portal with your recommendation.

Include the state you want them to form in, the type of entity they should select (LLC, corporation, holding company, etc.), and the tax elections.

Not sure what to recommend? We have Business Success Advisors trained by attorneys that can help.

2

Your client receives a link to a co-branded experience with your logo

Once you've referred a client, they will receive a custom link to a co-branded portal with your logo and pre-filled with your recommendation

Your client reviews the selections and submits payment

3

We file the forms with the Secretary of State within 24 business hours.

Once your client places their order and submits payment, our team files directly with the Secretary of State within 24 hours—at no extra cost.

While many competitors charge for expedited service, we include it standard. From there, the state takes over to process the paperwork and officially form the entity.

4

Instant Access to Formation Documents

As soon as your client’s business is formed, they’ll receive an email notification and the documents will be instantly available in the portal—for both you and your client. You can view and download them anytime, making it easy to stay organized and provide support when needed.


Every completed formation earns you a referral commission, creating a seamless new revenue stream!

Protect Your Clients & Your Practice

Never Put Your Firm At Risk As A Registered Agent

Our professional registered agent service is included with every formation—protecting both you and your clients from unnecessary exposure while ensuring critical legal documents are properly handled.

Attorney-Developed Systems For Maximum Protection

Everything we do is grounded in attorney-backed processes and legal expertise. While we’re not a law firm, our team is trained by experienced attorneys, and every step of our formation process is built on a deep understanding of the law. That means your clients get accurate, reliable service—guided by legal know-how they can trust.

Client Privacy is Our Priority: Tailored Structures to Protect Their Identify

In a world where personal information is increasingly at risk, privacy matters more than ever. That’s why we keep your clients' personal information off public records whenever possible. In states requiring member disclosure, we offer sophisticated holding company structures that maintain privacy.

How We Outperform Competitor
Formation Services

LLC AttorneyLegal ZoomZenBusiness
Formation Processing Time24 HoursNo Guarantee7-10 Business Days
Co-Branded Client PortalYesNoNo
Attorney-Backed SystemsYesFor Additional ChargeNo
Direct Document Access For Your FirmYesNoNo
Compliance Management IncludedYesFor Additional ChargeFor Additional Charge
BOI Filing SupportIncludedFor Additional ChargeFor Additional Charge
Privacy ProtectionYesNoNo
Partner With The Best Formation Service

Frequently Asked Questions

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What is the CPA Advantage Partnership program?
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How does the partnership work?
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What fees do my clients pay?
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How does the co-branded portal benefit my practice?
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What compliance services are included?
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Ready To Enhance Your Practice? Become A Partner Today

What Our Customers Say

Turn Satisfied Customers Into Your Commission