For businesses
Entity Formation
The structure you pick shapes your taxes for years. Worth an hour of thought before it becomes a decade of consequence.
Who this is for
- People starting a business
- Owners whose structure no longer fits
- Businesses adding a partner or restructuring ownership
What usually prompts the call
You are probably here because of one of these.
- Unsure what to register as
- You were told to elect S-corp status
- Bringing on a partner or investor
- Profitability has changed since you formed
Scope
What is included — and what is not.
Being specific about the boundaries up front is how engagements stay clean.
Included
- Structure options compared for tax consequences
- Support through registration and federal identification steps
- Guidance on elections and their deadlines
- Books and payroll set up to match
Not included
- Legal advice — VICI Financial is not a law firm
- Drafting operating agreements or legal instruments
- Guarantees about liability protection
How the engagement runs
What happens, in order.
- 01
Discuss
We cover what you are building and how you get paid.
- 02
Compare
We compare the realistic structures at tax time.
- 03
Register
We support the filing and identification steps.
- 04
Set up
We put books, payroll, and the tax calendar in place.
The practical details
What to have ready
- What the business does and who is involved
- Expected first-year revenue, roughly
- Whether you will have employees
Cadence
Project-based, on the registration and election calendar.
Who we can serve
VICI Financial advises on the tax and accounting side of entity choice. We are not attorneys and recommend counsel for the legal side.
Entity Formation — common questions
- Should I be an S-corp?
- It depends on profit, how you pay yourself, and your plans — not a rule of thumb. VICI Financial runs the numbers.
- Do you provide the legal documents?
- No. VICI Financial is not a law firm. We handle tax and accounting, and say plainly when something belongs with an attorney.
Before you book
What a discovery call is
A discovery call is a two-way conversation about whether VICI Financial can help. If not, Joe says so early.
What we will talk about
- What the business does and how it makes money
- What is hardest right now
- Where you want the business in a year
- Whether VICI Financial is a fit, and the next step either way
Worth having handy
None of this is required to book — it just makes the first conversation more useful.
- Recent business and personal tax returns, if handy
- How the books are kept, and who touches them
- The two or three decisions you are weighing
Keeping your data safe
Do not send tax documents, Social Security numbers, account numbers, or payroll files through this website. Once we are working together, everything sensitive moves through our secure client portal.
Often handled alongside this
Talk through entity formation.
A short conversation about your situation — and an honest answer about whether entity formation is where you should start.
Prefer the phone? (315) 606-8424