Entity Selection Is High-Value Work – The Research Shouldn't Be
Comparative tax analysis, entity structure modeling, state-by-state compliance research, and client-ready recommendation memos – prepared by trained offshore teams so your advisors focus on the conversation, not the spreadsheet.
Entity selection is profitable work – but the research kills your margins
Every entity selection engagement requires custom tax modeling, state-specific research, and multi-year projections. Your advisors spend 80% of their time on research and 20% on actual advising – the exact opposite of where they should be.
Time-Intensive Research
Each engagement requires 8–12 hours of custom research billed at senior advisor rates – eating into profitability.
Custom Projections Every Time
Every client needs unique multi-year tax projections across entity types. There's no shortcut without standardized models.
State Complexity
50+ state-specific formation variables, franchise taxes, and compliance requirements make every analysis unique.
Advisors Buried in Spreadsheets
Your highest-paid people spend 80% of entity selection time on research instead of client conversations.
Full-Cycle Entity Selection Research
From comparative tax analysis to client-ready recommendation memos – handled by trained offshore research analysts inside your systems.
Comparative Tax Analysis
Side-by-side tax impact comparison across LLC, S-Corp, and C-Corp structures for each client's specific situation.
Multi-Year Tax Projection Models
3–5 year tax projection models showing the financial impact of each entity type under different growth scenarios.
State-by-State Research
Formation requirements, franchise taxes, annual fees, and compliance obligations across all 50 states.
Self-Employment Tax Impact
Detailed SE tax savings analysis comparing entity structures, including reasonable compensation modeling for S-Corps.
Entity Restructuring Analysis
Analysis for clients considering conversion from one entity type to another – including tax consequences and transition planning.
Client-Ready Recommendation Memos
Professionally written recommendation memos summarizing analysis, findings, and entity selection rationale – ready for client delivery.
Your Research Team in 3 Weeks
A structured onboarding process that gets your offshore research analyst delivering entity analyses fast.
Discovery Call
We learn your advisory methodology, memo formats, client types, and entity selection workflow.
Analyst Matching
We assign a research analyst with U.S. tax code knowledge and entity selection experience.
Template & SOP Build
Your analyst trains on your comparison templates, memo formats, and state research databases.
Pilot Engagement
Start with 5–10 entity analyses. We research and draft, you review and advise.
Most firms complete onboarding in 2–3 weeks and are delivering client-ready analyses within the first month.
In-House vs. Accountably
Entity selection research at senior advisor rates costs $200–$400/hr. Each engagement takes 8–12 hours of research time. With offshore support, your advisors focus on conversations while trained analysts handle the analysis – at a fraction of the cost.
| Comparison | U.S. In-House Research | Accountably |
|---|---|---|
| Senior Tax Advisor (Annual) | $120,000 – $180,000 | $36,000 – $48,000 |
| Research Analyst (Annual) | $75,000 – $95,000 | $28,000 – $36,000 |
| Time to Productivity | 3–6 months | 2–3 weeks |
| Multi-State Research Capability | Varies by hire | ✓ Standard |
| Entity Comparison Templates | Built ad-hoc | ✓ Standardized |
| Backup Coverage | ✗ No coverage | ✓ Always covered |
| Client-Ready Memo Drafting | Senior advisor time | ✓ Analyst-drafted |
| Turnover Risk | High – advisors move fast | ✓ 98.7% retention |
We Work Inside Your Software
Our analysts train on your tech stack during onboarding – no migration needed.
Microsoft Excel
Advanced TeamCCH Axcess
Certified TeamBNA Income Tax Planner
Trained TeamCheckpoint
Trained TeamQuickBooks
Certified TeamLacerte
Certified Team+ Any Other
We'll TrainHow Vertex Business Advisors Tripled Their Entity Selection Capacity
Vertex was bottlenecked on entity selection work because every engagement required custom tax modeling that only senior advisors could handle. One offshore research analyst now handles all comparative analysis and memo drafting – cutting turnaround from 2 weeks to 4 days and letting advisors focus on client conversations. The firm now closes 3x more engagements per quarter.
"Our advisors went from spending 10 hours per engagement on spreadsheets to spending 2 hours on strategy conversations. That's exactly where they should be."
– Michael Torres, Partner, Vertex Business AdvisorsCommon Questions
Everything you need to know about our offshore entity selection research support.
Ready to Scale Your Entity Selection Practice?
Get started today and see how offshore research support can help your advisors close more engagements.