Design, visualize, and maintain legally optimized structures. Built for real estate investors and high-income professionals—by a corporate attorney and IRS-certified tax preparer.
Clients need entity diagrams and compliance visibility; no tool built for professional advisory workflows.
Everything your structure and compliance need — from formation to ongoing.
EntityGuide takes the friction out of entity ops — no scattered spreadsheets, no missed deadlines. Model structures, track compliance, and export reports in one place — so you and your advisors stay aligned.
•Entity structure builder with recommended layering
•Visual flowcharts and compliance dashboard
•Deadline tracking and export-ready reports
Deadline tracking
BOI report — Summit Holdings LLCFinCENPendingDue Mar 15
CA LLC renewal — Riverside OperatingStateApprovedCurrent
2 items due this month
Structure status
Summit Holdings (parent)1/1 current
100%
Riverside Operating LLC2/2 current
100%
Pacific series (A–C)3/4 current
75%
State registrations5/6 current
83%
Built-in tools that keep your structure and compliance aligned.
From entity modeling to deadline tracking, everything in one place.
No more guesswork. Set up recommended entity layering by state, asset type, and goals — and keep everything documented without back-and-forth with your CPA or attorney.
Smart structure builder
Recommended layering by state, asset type, and goals.
Summit Holdings LLC (DE)
Riverside Operating LLC (CA)
Pacific Series A
Pacific Series B
Pacific Series C
Recommended layering3 entities
Compliance dashboard
BOI, annual reports, S-election, and renewals in one place.
BOI reportDue Mar 15
Annual report (DE)Filed
S-electionMar 15
CA LLC renewalCurrent
2 due this month4 total
Track BOI filings, annual reports, S-election deadlines, and state renewals in one place. EntityGuide surfaces what's due so nothing slips.
Founder, CPA, attorney — everyone sees only what they need. EntityGuide makes collaboration secure and clear with customizable roles and access levels.
Multi-user access & roles
Customizable roles for founder, CPA, and attorney.
FounderFull access
CPAView + export
AttorneyView only
Ops / AdminView + edit
Role-based access
Designed for real-world entity workflows.
From setup to daily use, EntityGuide streamlines structure and compliance — making entity modeling, deadlines, and reporting feel simple from day one.
Easy onboarding
Guided setup and hands-on support help your team feel confident with EntityGuide in just a few days.
Fast adoption
EntityGuide's clear workflows make it easy for investors and advisors to jump in and get value quickly.
Join hundreds of teams moving beyond spreadsheets.
Our clients include forward-thinking investors and advisors — all redefining how modern entity structure and compliance work.
“EntityGuide turned entity compliance from a bottleneck into a partner. Today our advisors see us as easier to work with, approvals happen without friction, and we have time to plan for the future instead of chasing deadlines.”
Jordan Lee
Chief Financial Officer
42%
Reduction in compliance cycle delays
Built by a corporate attorney and IRS-certified tax preparer.
EntityGuide is founded by a California attorney with experience in entity formation, corporate restructuring, and tax prep—from real estate portfolios to multi-entity holding structures. White-glove compliance and optimization. The platform supports structured conversations with your attorney and CPA; it does not replace them.
1.Strategic structure first—then filings and compliance.
2.Interactive modeling and visual flowcharts, not reactive checklists.
3.Built to work alongside your attorney and CPA, not replace them.
EntityGuide provides structured guidance and tools only. It does not provide legal or tax advice. Always consult your own attorney or tax professional.
Ideas, insights, and updates from our team
Practical guidance on entity structure, compliance, and working better with your advisors.
EntityGuide is designed for real estate investors managing parent and series LLCs, multi-state entities, 1031 exchanges, and BOI compliance, as well as for high-income professionals—including physicians, entertainers, and others—with more complex entity and tax-planning needs. We focus on strategic structuring and ongoing compliance, and we support advisors and their clients with a high-touch, professional approach.
Does EntityGuide replace my attorney or CPA?
No. EntityGuide is a tool to design, visualize, and maintain structures—and to surface deduction and optimization angles to discuss with your CPA. It does not provide legal or tax advice. We're built to work alongside tax preparers and attorneys.
When will early access open?
We're onboarding a limited cohort of investors, professionals, and advisors. Join the waitlist and we'll reach out as we open spots.
