Apex Income Tax

Texas LLC Structure & Compliance Advisory — Dallas, TX

Why Choose APEX for Texas LLC Formation in Dallas?

Bilingual LLC Formation and Year-Round Compliance Support in Dallas, TX

Forming an LLC in Texas is a significant step, and the partner you choose affects everything that comes after it. APEX Income Tax & Multiservice is a Dallas-based tax and business services firm — not an online form filler. When you form your Texas LLC with us, you get a real person, bilingual service in English and Spanish, and support that continues long after your Certificate of Formation is approved.

📍 Local Dallas Office, Open Year-Round — We are located at 2743 S. Hampton Rd, Suite A in Dallas, Texas, and we keep our doors open all twelve months, not just during tax season. Meet with us in person, call, or email and reach an actual team member — in English or Spanish.

🤝 Direct, Bilingual Communication — No call queues, no chatbots, no offshore support desk. You work with the same team that filed your LLC, and we explain each step in plain language so you understand what you are signing and why.

📑 Proactive Texas Compliance Monitoring — Texas LLCs carry ongoing obligations, including the annual Texas Franchise Tax report. We receive and forward your state correspondence and notify you of upcoming deadlines, so you have the time and information you need to keep your entity in good standing.

🛡️ Texas Registered Agent Service Included — Every Texas LLC must maintain a registered agent with a physical address in the state. When you form your LLC through APEX, registered agent service is included in the package — no separate annual invoice, no upsell at checkout.

🚀 Support That Continues After Formation — Your LLC filing is the starting line. As a full-service tax and business firm, we also handle your EIN application, operating agreement, Texas Sales and Use Tax permit, bookkeeping, and business tax return preparation — services an automated formation website is not built to provide.

Launch your business with confidence—form your LLC today and protect your personal assets while enjoying tax flexibility

Your Texas Certificate of Formation

Forming a Texas LLC starts with the Certificate of Formation (Form 205), filed with the Texas Secretary of State. Before anything is submitted, there are decisions that are difficult and expensive to reverse later: your legal name, your registered agent, whether you’re member-managed or manager-managed, and how your entity will be classified for tax purposes.

What we do. We run a preliminary name availability check, advise on management structure and tax classification, and prepare your Certificate of Formation so it reflects the structure you actually want — not a default someone picked for you. We review the completed document with you before it goes anywhere, and once your entity is on record we prepare your Operating Agreement and set up your compliance calendar.

What you should know. The Certificate of Formation is filed with, and approved by, the Texas Secretary of State. Processing times are set by the state and change with their volume — we’ll tell you the current turnaround when you file, and Texas publishes expedited options at an additional state fee if timing is critical for you. A preliminary name check reduces surprises, but final name approval rests with the Secretary of State.

APEX Income Tax & Multiservice is a private firm and is not affiliated with, endorsed by, or acting on behalf of the Texas Secretary of State. Business owners may file directly with the state. State filing fees are set by Texas and are separate from our professional fee.

Beneficial Ownership Information Report

Do Texas LLCs Have to File a BOI Report in 2026?

Short answer: No. Under a FinCEN interim final rule published March 26, 2025, LLCs and corporations formed in the United States — including Texas LLCs — are exempt from filing a Beneficial Ownership Information (BOI) report under the Corporate Transparency Act. If your LLC was formed under Texas law, you have no BOI filing obligation right now, and no obligation to update or correct any report you filed previously.

Who does still have to file? Only entities formed under the law of a foreign country that have registered to do business in a U.S. state. If your company was formed abroad and registered with the Texas Secretary of State, you remain a reporting company and your filing obligations are active.

⚠️ This is not permanent. FinCEN’s rule is interim, not final. The agency has stated it intends to issue a final rule, and the Eleventh Circuit held in December 2025 that the Corporate Transparency Act itself is constitutional. The domestic exemption exists by regulation and could be narrowed or reversed when the final rule is published.

How APEX helps. We monitor FinCEN guidance and Texas filing requirements on an ongoing basis. If the rule changes and your Texas LLC becomes a reporting company again, we will notify you of the new requirement and prepare your BOI filing on request. If you own a foreign-formed entity registered in Texas, contact us — your obligation is active today.

Last reviewed: August 2026. Source: FinCEN Beneficial Ownership Information Reporting. This page is general information, not legal advice.

Forming a new Texas LLC? See our LLC formation services or call (972) 803-6207.

Employer Identification Number (EIN) Support

Your EIN is the federal tax identification number your business uses to open a business bank account, hire and pay employees, and file business tax returns. It doesn’t create your entity — your Certificate of Formation does that — but an EIN that doesn’t match your filed record can hold up everything that comes after it.

That’s where most of the friction happens. The application has to line up with your LLC’s legal name, your ownership and management structure, and your responsible party — and a mismatch between what the IRS has and what the state has can mean rejected applications, a bank that won’t open the account, or a correction you’re untangling two years later.

How we help. As part of your LLC advisory engagement, we review your entity structure and prepare your EIN application (Form SS-4) so the information is consistent with your formation documents and your intended tax classification. We walk you through responsible-party requirements, confirm the details before anything is submitted, and keep a copy of your EIN confirmation in your client file so you’re not hunting for it at tax time or at the bank.

What you should know. An EIN is issued by the Internal Revenue Service. Business owners may apply directly with the IRS at no cost. APEX Income Tax & Multiservice is a private firm and is not affiliated with, endorsed by, or acting on behalf of the IRS. Our fee covers professional advisory and application preparation only.

SS4_EIN

Your Texas LLC Company Agreement (Operating Agreement)

Once your Certificate of Formation is approved, APEX Income Tax & Multiservice provides a standard written company agreement — the document most other states call an operating agreement. Under the Texas Business Organizations Code, this agreement governs the relationships among your members, managers, and officers, and the internal affairs of your company.

Why it matters more than most owners realize. Texas does not require you to file a company agreement with the Secretary of State, and many new owners skip it. But without a written agreement, the default provisions of the Texas Business Organizations Code control how your LLC operates — including how profits are allocated, how decisions are made, and what happens if a member leaves. A written agreement lets you set those terms yourself instead of accepting the state’s defaults.

Single-member LLCs need one too. Texas law is explicit that a company agreement is enforceable even when only one person is a party to it. Banks routinely request one to open a business account, and a written agreement helps document the separation between you and your company — an important part of maintaining the liability protection your LLC is meant to provide.

What the document covers:

  • Ownership percentages and capital contributions
  • Member-managed vs. manager-managed structure
  • Voting rights and decision-making authority
  • Profit and loss allocation
  • Transfer of membership interests and member withdrawal
  • Procedures for amending the agreement

We provide the standard form and walk you through it in English or Spanish so you understand each provision before you sign. APEX is not a law firm and does not provide legal advice. If your ownership arrangement is complex — multiple classes of members, uneven contributions, buy-sell terms, or outside investors — we recommend having a licensed Texas attorney review or draft your agreement.

Questions about your Texas company agreement? Call (972) 803-6207 or schedule a consultation.

Texas Registered Agent Service — Included With Your LLC Formation

Every Texas LLC is required to continuously maintain a registered agent and a registered office address in the state. APEX Income Tax & Multiservice serves as your Texas registered agent at our Dallas office — included with your LLC formation, with no separate annual fee.

Keep your home address off the public record. Your registered office address is published in the Texas Secretary of State’s public business records. If you use your home address, anyone can look it up. When APEX serves as your registered agent, our Dallas street address appears on the public record instead of yours.

What we receive and forward to you:

  • Service of process — lawsuits and legal notices served on your business
  • Texas Secretary of State correspondence, including franchise tax notices and compliance reminders
  • Official state filings and requests for information

We maintain a real Texas street address. Texas law requires a physical street address where your agent can be personally served during normal business hours. A P.O. box will not satisfy the requirement, and neither will an address that is solely a mailbox or answering service — a detail that catches many owners who sign up with low-cost virtual providers. Our office at 2743 S. Hampton Rd, Suite A in Dallas is staffed year-round.

Why this is not optional. An entity that fails to maintain a registered agent can face involuntary termination proceedings by the Secretary of State. Worse, if a lawsuit is served to an address you no longer monitor, a default judgment can be entered against your business before you know a case exists. When APEX is your agent, documents reach a real person who contacts you promptly — in English or Spanish.

Already have an LLC with a different registered agent? You can change agents by filing Form 401 with the Texas Secretary of State, which requires the new agent’s written consent. We handle the filing and the consent form for you. Call (972) 803-6207.

Texas Sales Tax

Texas Sales and Use Tax Permit

If your business sells taxable goods or provides taxable services in Texas, you’re required to hold a Sales and Use Tax Permit before you make your first sale. Not every LLC needs one — a consulting practice and a retail shop have very different obligations — and one of the first things we do is determine whether yours does.

Where the real risk sits. Most owners assume the permit is the hard part. It isn’t. The permit is a form. What creates exposure is what comes after: knowing which of your products or services are taxable, collecting at the correct combined state and local rate for the addresses you sell into, and filing on the schedule the Comptroller assigns you. Texas assigns your filing frequency — monthly, quarterly, or annual — based on the amount of tax you report, and it can change as your business grows. Missing a return you didn’t know was due is far more common than failing to get a permit.

What we do. We assess whether your activities create a sales tax obligation, prepare your permit application if they do, and advise you on taxability, rate sourcing, and your filing calendar. When your returns come due, we prepare and file them as part of your ongoing engagement.

What you should know. The Sales and Use Tax Permit is issued by the Texas Comptroller of Public Accounts — not the Secretary of State, and it is separate from your LLC formation. Texas does not charge a fee for the permit, and business owners may apply directly with the Comptroller at no cost. APEX Income Tax & Multiservice is a private firm and is not affiliated with, endorsed by, or acting on behalf of the Texas Comptroller. Our fee covers professional advisory, application preparation, and ongoing return preparation only.

Additional Texas LLC Compliance Services

Reinstate a Forfeited Texas LLC — Expedited Courier Filing Available

If the Texas Comptroller has forfeited your LLC’s right to transact business, your entity generally cannot sue or defend itself in Texas courts, contracts signed during forfeiture may be unenforceable, and lenders and title companies will find the forfeiture in the public record. Under Texas Tax Code § 171.255, officers and directors can be held personally liable for debts incurred while the entity is forfeited.

Reinstatement runs through two agencies in sequence: file all delinquent reports with the Comptroller, pay the tax, penalty, and interest, obtain a tax clearance letter, then file Form 801 with the Secretary of State. By mail, this commonly takes months.

⚡ APEX Expedited Courier Program — we hand-deliver filings in Austin instead of mailing them. Typical turnaround is about two weeks from complete documentation, though timelines vary with state processing and how many years are delinquent.

Call (972) 803-6207 for a free status check.

Annual Texas Franchise Tax Report Filing

Franchise Tax filing

Nearly every Texas LLC and corporation must file with the Texas Comptroller by May 15 each year — even when no tax is owed. For the 2026 report year, entities at or below the $2.65 million no-tax-due threshold owe no franchise tax, but they are still required to file a Public Information Report (Form 05-102) or Ownership Information Report (Form 05-167). Missing that report is the single most common reason Texas LLCs fall out of good standing. APEX prepares and files your franchise tax report and information report, tracks your deadline, and files on your behalf so the filing does not get overlooked.

Texas Registered Agent

Every Texas LLC must maintain a registered agent at a physical Texas street address — and that address becomes public record. APEX serves as your registered agent from our Dallas office, receiving service of process and state notices while keeping your home address off the public file. Included with LLC formation. Also available for existing entities.

Federal EIN Application

Your EIN is required to open a business bank account, hire employees, and file business taxes. If your responsible party has no SSN, the IRS online application is not available and Form SS-4 must be filed another way — a step that stops many new owners. APEX handles both routes

DON'T BE AFRAID TO GIVE UP THE GOOD TO GO FOR THE GREAT

John D. Rockefeller

FREQUENTLY ASKED QUESTIONS

Please reach us at info@apexincometax.com if you cannot find an answer to your question.

Forming an LLC offers several key benefits: limited liability protection, meaning your personal assets are protected from business debts and lawsuits, tax flexibility (LLCs can choose how they’re taxed), easy management structure, and enhanced credibility with customers and suppliers. It’s a great option for small business owners looking to protect themselves while maintaining control over their operations. 

The cost varies by state, but generally includes state filing fees, which can range from $50 to $500. In Texas, for example, the filing fee is $300. Additionally, you may have to factor in costs for registered agent services and any legal or professional help you choose to use for setup. Ongoing costs like annual reports or franchise taxes may also apply depending on the state. 

Yes, most LLCs will need an EIN, especially if you plan to hire employees, open a business bank account, or file federal taxes. It’s like a Social Security Number for your business and is easy to obtain from the IRS, often on the same day of application. Having an EIN also helps maintain a separation between personal and business finances. 

Absolutely! A single-member LLC is a common choice for solo entrepreneurs. It offers the same liability protection as a multi-member LLC, meaning your personal assets are safeguarded, while still giving you flexibility with how you’re taxed—either as a sole proprietorship or electing corporate taxation. 

A registered agent is a person or business designated to receive legal and official documents on behalf of your LLC, such as tax notices or legal filings. Most states, including Texas, require LLCs to have a registered agent with a physical address in the state. This ensures that your business stays compliant and that you don’t miss any critical documents. 

The Texas Franchise Tax is a state business tax required annually for most LLCs and corporations. Filing keeps your business in good standing. Failure to file can result in penalties, loss of rights, or even forfeiture of your entity. 

If your LLC is forfeited, you lose liability protection, the right to enforce contracts, and risk personal exposure for business debts. APEX helps reinstate your business and restore it to good standing with the state. 

We file your annual franchise tax report accurately and on time, track state deadlines, and assist with reinstatement if your business has been forfeited. Our proactive support ensures you avoid penalties and maintain full legal protection. 

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