Professional Services
Business Formations
for Licensed & Financial Professionals
Each profession has its own licensing rules. We form the right entity — PLLC, PC, PA, or LLC — for your board, your partners, and your growth plan.
CPAs, attorneys, engineers, architects, financial advisors, RIAs, bankers, and real estate brokers are each governed by distinct Texas licensing boards and regulatory regimes. Entity choice affects not only liability protection and taxation, but also compliance with board-specific ownership and naming rules. We form the right entity, draft profession-appropriate governance, and put each practice in position to grow and transition cleanly.
What We Deliver
PLLC / PC / PA for Regulated Practices
CPAs, attorneys, engineers, and architects typically must use PLLCs or PCs in Texas, with board-specific naming and ownership rules.
- Certificate of Formation with board-compliant naming
- Board-specific licensing review
- Profession-appropriate operating agreement or bylaws
- EIN, initial resolutions, and ledger
LLC for Financial & Real Estate Practices
RIAs, wealth managers, real estate brokers, and insurance professionals generally operate through LLCs or LPs — with different tax and governance implications.
- Entity selection analysis for your profession
- Operating Agreement with profession-specific terms
- S-corp or partnership tax planning
- Multi-owner governance structures
Governance & Partnership Agreements
Partner-ready agreements that anticipate admission, departure, and dispute.
- Capital accounts, distributions, compensation formulas
- Voting thresholds and deadlock resolution
- Non-compete and non-solicit covenants
- Admission and withdrawal procedures
Multi-Entity & Holding Structures
For larger firms, holding entities isolate risk and optimize tax.
- Real-estate and equipment holding LLCs
- Intellectual property holding entities
- Series LLC where appropriate
- Ancillary services entity planning
Our Process
Strategy Call
We review your profession, licensing board, partners, goals, and tax posture.
Formation & Documents
SOS filing plus a complete governance package tailored to your board.
Launch & Compliance
EIN, banking letters, board compliance, and first-year calendar.
Frequently Asked Questions
Straight answers to the questions our clients ask most.
Does a Texas CPA have to form a PLLC or PC?+
CPAs practicing public accounting through an entity in Texas generally must use a PLLC, PC, or LLP registered with the Texas State Board of Public Accountancy. The board has specific rules on firm naming, ownership, and registration.
Can a Texas attorney use a standard LLC?+
No. Attorneys practicing law through an entity must use a PLLC, PC, or LLP registered with the Texas Supreme Court. Standard LLCs and business corporations are not permitted for the practice of law.
Can a non-CPA or non-attorney own part of the firm?+
Rules vary by profession. CPA firms under TSBPA rules allow limited non-CPA ownership under specific conditions. Law firm ownership is generally limited to licensed attorneys. Engineering firms have their own ownership rules under the Texas Board of Professional Engineers.
What entity should an RIA use?+
Most Registered Investment Advisors use LLCs or LPs, with careful attention to the custody rule, state or SEC registration thresholds, and ADV filing requirements. Entity choice also interacts with compliance program design.
Do I need a separate entity for my office real estate?+
For asset protection and tax planning, we typically recommend separating significant real estate into distinct LLCs that lease to the practice. This isolates valuable assets from practice-level liability.
Ready to Protect Your Future?
Take the first step toward securing your legacy. Schedule a free consultation with our experienced team or contact us today to discuss your legal needs.
Call us directly: (888) 517-4575