What work does the client need?
Distinguish a new LLC, EIN application, existing-company filing and ongoing support. State what your own engagement already covers.
Review available servicesKeep your client moving forward
Business formation support for advisors and referral partners
FormLLC gives advisors and referral partners a clear next step for clients when company formation or ongoing filings fall outside your engagement. Discuss a defined handoff, with the requested work, client authorization and communication roles agreed before delivery begins.
Key takeaways
- Client permission comes first
- Advice and filing work separated
- Communication roles agreed
- FormLLC LLC plans: $399 Starter (Wyoming only) or $599 Standard, state fee included
5,000+founders served worldwide
4.7/5★★★★★ 170 Trustpilot reviews
4.8/5★★★★★ 1,000+ Fiverr reviews
Tousif AkramFounder · IRS Certified Acceptance Agent · PTIN holder
Start with your business
Where should a useful client introduction start?
An accountant may need formation support for a client starting a company. An agency may need a filing contact for a founder entering the U.S. market. Start with the specific task and any known deadline. FormLLC can discuss whether the request fits its services and what needs to be confirmed. The introduction does not transfer your advisory responsibilities or automatically authorize client work.
Where FormLLC can help
Which questions should you settle before a referral?
Keep the request understandable for the client and everyone involved.
Who may communicate and approve?
Agree the client’s permission to introduce them, the person authorized to approve work and who may receive updates.
Discuss communication rolesWhich questions need the adviser?
Keep entity selection, tax treatment and other professional judgments with the appropriate adviser. Filing coordination is a separate scope.
Explore partner enquiriesYour next steps
How does an introduction become an authorized engagement?
- 01
Describe the request
Send a non-sensitive overview of the task, jurisdiction and timing.
- 02
Confirm client permission
Agree the introduction and the contacts permitted to participate.
- 03
Set scope and roles
Confirm the service, fees, approvals and update arrangements before delivery.
- 04
Review the outcome
Agree how completion records, outstanding questions and next responsibilities will be communicated.
Prepare for the first discussion
Prepare a short introduction, then share records appropriately
For the first discussion, explain the business situation without attaching identity, tax or payment records. If work proceeds, follow the assigned secure intake instructions.
- Your role and the client’s requested service
- Proposed or existing entity, jurisdiction and relevant deadline
- Whether the client has authorized an introduction
- The advisory work you retain and any unresolved decisions
- The contact who may approve scope and receive updates
Scope and requirements
Partner terms require a separate agreement
A conversation about referrals does not create a commission arrangement, white-label service, shared dashboard or guaranteed turnaround. Any commercial terms, data handling and client communication commitments need to be expressly agreed. Do not promise a benefit on FormLLC’s behalf before that agreement exists.
Questions answered
Formation support for advisors: common questions
Who can discuss a client introduction with FormLLC?
Accountants, consultants, agencies and other advisers can describe a proposed client need through the contact process. Suitability, scope and any partner arrangement must be confirmed before work is accepted.
Can I send client identity documents in the first enquiry?
Use a non-sensitive summary first. Confirm the client’s permission and the assigned secure workflow before transmitting identity, tax or payment records.
Does a referral authorize FormLLC to file for the client?
No. The service scope, fees and authorization must be confirmed with the appropriate approving person. An introduction alone is not authority to act.
Will I receive updates about the client’s work?
Agree the communication contacts and client permission as part of the engagement. Do not assume that introducing a client creates unrestricted access to their records or status information.
Does FormLLC replace my legal or tax advice?
No. Define the administrative work and retain appropriate professional advice for structure, tax treatment and other judgment-based decisions.
Are referral commissions or white-label services automatically available?
No such terms are created by this page. Ask about your proposed relationship and obtain an express agreement before advertising commercial benefits or making commitments to clients.
Take the next step
Give your client a clear next step.
Tell FormLLC what the client needs and how you would like the introduction handled.
- 4.7/5 on Trustpilot
- 4.8/5 on Fiverr
- 5,000+ founders served
- Founded by Tousif Akram