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Partner Network

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Partner Solutions

Whether you're an accountant, an attorney, a consultant, or another advisor, turn the questions your clients already ask you into recurring revenue with STEPS.

For Accounting Firms

CPA Partners

Your clients ask about LLCs, EINs, and compliance every day. Deliver it under your firm's brand without adding to your workload.

  • Formation, licensing, and compliance delivered for your clients
  • Your pricing on formation and every renewal
  • Co-branded client experience
  • Free to join, no minimum client volume
See CPA Solutions

For Law Firms

Attorney Partners

Hand off formation and ongoing compliance filings so you can stay focused on the legal work only you can do.

  • Formation & registered agent hand-off
  • Annual report filing for your clients, at partner pricing
  • Your pricing on every filing
  • Reviewed and approved in 1-2 business days
See Attorney Solutions

For Consulting Practices

Consultant Partners

Add U.S. business formation and compliance to your advisory offering without becoming a formation expert yourself.

  • Bundle formation into your advisory packages
  • Set your own fee on every engagement
  • Partner guides and client-facing materials
  • Your logo on the client-facing work
See Consultant Solutions

For Advisors & Professionals

Advisor Partners

Immigration, relocation, real estate, and M&A professionals whose clients need a U.S. entity as part of a bigger plan.

  • Entity formed when your client's case needs it
  • EIN registration without an SSN for non-resident clients
  • Your pricing, your brand on client-facing work
  • No minimum client volume
See Advisor Solutions
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Partner Solutions | STEPS