For tax pros, EAs, and prep firms

Keep your season about tax

At the worst possible time, clients decide to form an LLC, elect S-corp, or fix their registered agent, and the filings land on you during the crunch. Offload them to File.Business. You make the tax call and keep the client; we handle the paperwork, so your busiest weeks stay focused on returns.

You advise, we file Revenue share SOC 2 Type II
The filing engine behind tax firms White-label available Revenue share on referrals 4.9 from 8,200+ reviews SOC 2 Type II
Off your desk
Formations and filings leave your season entirely
You decide
The S-corp call stays yours, the filing is ours
Keep clients
No sending them out at the moment they ask
New revenue
A revenue line instead of an unbillable interruption
The interruption at the worst time

The S-corp conversation always comes in March

Sitting with a return is when a client realizes they should have formed an LLC or elected S-corp, and suddenly you are being asked to do filings during the exact weeks you have no room for them. Do them by hand and your season slips; send the client to a filing site and you risk losing them. The request that should be a win becomes a drain.

File.Business takes the filings. You make the tax judgment, we form the entity, file the election, and handle the registered agent, so the advisory stays yours and none of the paperwork touches your desk in crunch.

Doing it in season
  • Filings piling onto peak weeks
  • The S-corp election on your to-do list
  • Clients sent to a filing site
  • Registered agent lapses to chase
  • Unbillable time in the busiest month
Partnered with File.Business
  • Filings handled entirely by us
  • You make the call, we file it
  • Clients stay inside your firm
  • Registered agent and renewals tracked
  • Revenue instead of an interruption
Picture the season

Set the clients, see the load leave your desk

Dial in how many clients need entity or S-corp work this season and watch the filings that move to File.Business, off your plate entirely.

this tax season
12

Most firms find more of these than they expect once they can finally say yes.

What File.Business takes off your desk
12Formations and filings, handled start to finish
12S-corp elections, filed on your recommendation
12Registered agents, set up and on the calendar

12 clients get everything filed under your firm, and not one form lands on your desk during the crunch. Talk to partnerships.

How the partnership runs

From the S-corp conversation to a filing you never touch

Five steps, in the right order. Select one to see the detail.

Step 1

Set up your workspace before the rush

We create your firm's workspace, add your team, and apply your branding if you chose white-label, so it is ready before the first client asks. A short call, done well ahead of season.

Ready before the crunch, not during it.
Workspace: READY
Branding applied
Set for season
Step 2

Make the tax call

You decide whether an entity or an S-corp election is right for the client, exactly as you do now. That judgment is your value, and it stays entirely with you.

The judgment stays yours.
Recommendation: MADE
Client on board
Ready to file
Step 3

Hand the filing to us

Add the client and the requested filing to your workspace. That is the whole handoff. No forms, no state portals, no chasing signatures during your busiest week.

One handoff, then it is off your desk.
Handoff: DONE
Filing queued with us
Back to returns
Step 4

We file it

File.Business forms the entity, files the S-corp election, sets up the registered agent, and handles the state paperwork. The client sees your firm getting it all done during your busiest stretch.

Filed by us, credited to you. On one calendar.
Filing: DONE
Registered agent set
Client taken care of
Step 5

Track deadlines and earn

Every client's annual reports and renewals sit in your workspace year-round, and you earn revenue share or margin. The service quietly compounds across your book while your season stays clear.

Year-round tracking, revenue that compounds.
Renewals: TRACKED
Revenue earned
Season stays clear
How this compares for a tax firm

Built to lift your season, not to take your clients

Most filing services want your client. Here is the difference.

CapabilityFile.BusinessDIY in seasonGeneric filerBig registered agent
Keeps your brand front and centerNoNo
Takes filings off your deskNo
You keep the S-corp judgmentNoNo
Revenue share to your firmBill itNoSometimes
Will not pitch tax services to your clientsNoNo
Transparent, published pricingYour ratesPer filingQuote

The honest version. The tax judgment is yours and a complex legal structure still needs an attorney, and nothing here is legal advice. What File.Business does is run the formation and compliance filings behind your firm so your season stays about tax. Compare on the comparison hub.

BosAI for your firm

An operator who knows the filing playbook

Ask in plain English. BosAI knows what you offload, and what stays your call.

BosAIPartner workspace, Redwood Tax Advisors

I recommended S-corp for a client mid-season. Can you handle the filing so I do not have to?

Yes, that is exactly the split. You made the tax call; we file the S-corp election and any entity work behind it. I have it queued under your workspace, so it is off your desk during the crunch and the client still sees your firm handling it.

Do I need to worry about beneficial ownership for a new LLC I am setting up for them?

For a US-formed LLC, no. Under the 2025 rule they are exempt from filing a beneficial ownership report. A foreign-formed entity registered here generally still reports. I keep the current rules loaded so you can advise accurately without tracking the changes yourself.

Will the client ever see File.Business instead of my firm?

Not on white-label. Everything the client touches says Redwood, and we never market tax services to them. On referral it is co-branded. Either way the advisory relationship stays entirely yours. See white-label.
From a tax pro

March stopped filling up with state forms

Every season a stack of clients would decide to form an LLC or elect S-corp right when I was buried in returns, and I either did the filings at midnight or sent them to a website. Now I make the call and hand it to File.Business, and it is done under my firm without me touching a form. My busiest weeks are finally just about tax again, and I earn on work that used to cost me evenings.
Enrolled agent
Independent tax practice
Off desk
filings during the crunch
Your call
the tax judgment stays yours
Revenue
on work that cost evenings

Representative composite based on partner firm outcomes. Nothing here is legal or tax advice; consult your professionals for your situation.

Partner guides and tools

The handoff, the filings, and the workspace

Practical resources for offloading entity and compliance filings. All free to read.

For the questions tax pros actually ask

Straight answers on the split, the filings, and pay

Why partner instead of doing the filings myself?
Because the filings land during your busiest weeks. A client who decides to form an LLC or elect S-corp at tax time needs paperwork you do not have capacity for. Offloading formation, registered agent, and state filings to File.Business keeps your season focused on returns and advisory, while the client still gets everything done under your firm.
Can you file the S-corp election I recommend?
Yes. You make the tax call on whether and when S-corp treatment makes sense, and we file the election and the underlying entity work. The clean division is that you advise and we file, so the judgment stays with you and the paperwork leaves your desk. See S-corp election.
Do I keep the client relationship?
Completely. With white-label the client sees your firm throughout, and even with referral they stay your client. File.Business never markets tax services to them. You keep the advisory relationship you built, and we simply handle the filings behind it. See white-label.
What filings can you take off my plate?
Entity formation, EINs, registered agent, annual reports, foreign qualification, sales tax registration, S-corp election filing, and beneficial ownership handling where it applies. Everything that is a state or federal filing rather than a tax judgment can move to us.
How does beneficial ownership reporting affect my clients?
Under the 2025 interim final rule, companies formed in the United States are exempt from filing a beneficial ownership report, while entities formed abroad and registered here generally still must report. We track the current rules so you can advise clients accurately during the season without following the changes yourself.
How am I paid?
Through referral revenue share or the margin you set under white-label. It turns filing requests that used to be an unbillable interruption into a revenue line that runs alongside your return work. See the referral program.
Is client data secure?
Yes. File.Business is SOC 2 Type II with role-based access and audit logging, and your firm gets its own workspace where you control who sees what. See team accounts.
How do I get started before the next season?
Talk to our partnerships team, choose referral or white-label, and we set up your workspace so it is ready before the rush. Pricing for clients is published and transparent. Talk to us.
Filings off your desk, advisory still yours

Set it up before the next season

Pick referral or white-label, set up your workspace ahead of the rush, and let the filings move to us. Talk with our partnerships team to be ready before the crunch.

SOC 2 Type II · Not a law firm · State fees passed through at cost