Set the Fee, Keep the Margin
You pay STEPS for the work and bill your client at your own rate. Compliance renews every year, so the revenue repeats without a new engagement.
For Advisors & Professionals
Your Clients Need U.S. Entities.
Now You Can Deliver Them.
When your clients need to form, license, or stay compliant in the U.S., STEPS delivers that work under your brand — at your price, with your client staying yours.
Which of these sounds like you?
Clients pursuing EB-5, L-1, or E-2 strategies often need a U.S. entity formed as part of their broader plan. STEPS provides the formation and compliance infrastructure so it's ready when your client's case needs it, while you remain responsible for immigration advice.
Clients building a U.S. presence to bill, contract, or operate need a properly formed and compliant entity. Offer it through your practice with STEPS delivering the work under your brand, and stay their advisor of record.
Clients forming an LLC to hold property or relocate to the U.S. need formation and registered agent service, fast. STEPS handles formation and registered agent from filing through renewal, under your brand.
Professionals helping clients buy, sell, or transition businesses who need formation, licensing, compliance, or entity support. STEPS provides that infrastructure, without providing brokerage, M&A, legal, or tax advice.
If you work with entrepreneurs or businesses in any capacity and formation or compliance ever comes up, there's likely a fit. Apply and we'll figure it out together.
Why Partners Choose STEPS
No Operation to Build
Formation, licensing, registered agent, and compliance are delivered by STEPS as your back office. No new staff, no new systems, no new software.
You Stay the Only Advisor
You own the relationship and every commercial conversation in it. We never market or sell to your clients.
No Minimum, No Commitment
No cost to join and no minimum client volume. Send one client a year or fifty; the terms are the same.
How It Works
You Offer It. We Deliver It. You Keep the Margin.
You Offer It and Set the Price
Add formation, licensing, and compliance to what your practice offers, priced however you choose.
We Do the Work Under Your Brand
STEPS forms the entity, files the licenses, serves as registered agent, and tracks compliance — with your branding on the client-facing work.
You Keep the Difference
You bill your client at your rate. STEPS bills you for the work. The spread is your margin.
Frequently Asked Questions
No. STEPS provides business formation and compliance infrastructure only. You remain responsible for all immigration advice and representation; STEPS simply ensures the entity is formed and compliant when your client's case needs it.
Forming the entity doesn't change a visa process, but immigration timing depends on each case; your client should confirm with their immigration attorney.
Yes. Your brand is on the client-facing experience. Some areas carry a “Powered by STEPS” attribution, so the white-labeling is close to complete rather than total.
Ready to Offer More to Your Clients?
Tell us about your practice and we'll show you exactly where STEPS fits.
No cost to join. No minimum client volume required.