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Incorporation and New Business Advisor Services

The Balance Sheet, LLC, a Scottsdale CPA, will work with new and developing businesses throughout the Scottsdale area to help simplify business formation and incorporation procedures.


Free Guidance & Name Check
We provide free guidance on selecting the correct entity and then checking if its name is available

Corporation, LLC or Partnership?
We have extensive experience to help you determine the best business structure for your specific circumstances whether it be a corporation, LLC, partnership or even branch operation. Read More

Which State To Incorporate In
We can form your business in any of the 50 states.We will guide you in selecting the appropriate state based on your specific circumstances. Please note that Delaware and Nevada are popular, but often not the best choice.

Minimizing Taxes Using Your Company/LLC
It is one thing to form the correct company, it's entirely another to harness and manage the tax benefits to your advantage. Our ongoing services will assure that you accomplish this by having the lowest possible tax exposure while also guiding you on how to best take distributions from your company.

Opening Bank Accounts
Our relationships with multiple banking institutions affords our clients the ability to efficiently open bank accounts, even under strict banking guidelines.

Payroll / Health Insurance / Benefits
The rules for payroll and social security are daunting. We will guide you on how to properly set up payroll and meet all payroll related compliance matters for both IRS and State. In addition, we will guide you on your options surrounding health insurance, retirement and fringe benefits.

We offer a FREE initial consultation to Scottsdale business owners. Email us today or call us at 480-948-1080 and ask for Jeff Thiede.





The Balance Sheet, LLC is a {Scottsdale} CPA firm that provides a wide variety of accounting, tax and financial management services to clients throughout the Scottsdale and Paradise Valley area.