Formation Pricing & Questionnaire
Formation requirements vary widely by state, so Portside does not force you into a one-size-fits-all solution. Instead, we will build you a custom package. We also utilize industry partners to provide optional services depending on your needs.
Step 1 of 11
Step 1 of 11
Every Portside formation includes the services below. Next will be a few questions about you and your new organization. After that, you can add optional services.
Always included
Step 2 of 11
When you continue, we save your answers as you go so we can follow up if you need to step away. We only use them to help with your formation. See our privacy policy.
Step 3 of 11
Naming is not finalized now, we just need an option to start naming availability searches with. The final name can be changed up until formation documents are submitted to the state.
Most times, this is the state you are based in.
Step 4 of 11
Services below are optional, with no obligation or commitment.
Step of 11
Services below are optional, with no obligation or commitment.
We prepare and file your application for 501(c)(3) federal tax exemption.
We apply for your nonprofit's state sales tax exemption, then handle renewals so it never lapses.
Step 5 of 11
Services below are optional, with no obligation or commitment.
Hand off your books entirely. A Quickbooks ProAdvisor at Portside handles categorizing, reconciling, and reporting so you can focus on running your business.
Do it yourself. Full access to QuickBooks Online at an exclusive reduced rate. Everything you need to manage your own books.
Step 6 of 11
Services below are optional, with no obligation or commitment.
As a wholesale Gusto partner, we manage the entire process so you never worry about a missed payroll deadline.
Do-it-yourself. Full access to Gusto payroll at our partner rate. Everything you need to run payroll yourself.
Step 7 of 11
Services below are optional, with no obligation or commitment.
The right policies, in place early, can protect your personal assets, your clients, and your business. Check each type of coverage you would like to look into.
Step 8 of 11
Services below are optional, with no obligation or commitment.
We handle your business tax preparation and filing from start to finish.
Step 9 of 11
Services below are optional, with no obligation or commitment.
We assess your exposure, register you with the appropriate state agencies, and handle your ongoing filings.
Step 10 of 11
Services below are optional, with no obligation or commitment.
Exclusive pricing with no monthly fees, no hidden charges, and volume discounts that automatically apply as you grow.
Step 11 of 11
Take a look at your answers and the services you picked. You can go back and change anything before you send.
Formation package: {price} {price_note}
Prices shown are starting points. Your formation specialist confirms everything before any work begins.
Thank you for expressing your interest in Portside's formation services! A formation specialist will be in contact within 24 hours to introduce themselves and iron out some next steps to getting started with Portside. We can't wait to work with you!
[Back to Portside Home](/)
Choose any time that works for you below. We will send a calendar invitation to the email address you gave us.
Pricing and availability are subject to change. State fees apply and vary by state.
