Holding Company Services

Holding Company Services

We launched our Corporate Services division over three decades ago and now have 12 professionals to assist companies in creating Delaware Investment Holding Companies (Special Purpose Entities). We think it’s fair to say that we are the “go to” CPAs and financial gurus for holding companies.

And, we believe that we’ve earned our merit award from the volume of referrals we’ve received from esteemed bankers, accountants and attorneys. The longevity of our relationships is the trust and competence that speaks to the value we provide to our clients.

Thinking of creating a special purpose entity as a vehicle for managing your state and local tax liabilities? If you are going to do it in Delaware, do it here. Because, as they say, we’ve “been there, done that.”

Our Delaware Investment Holding Company Services Include:

  • Delaware subsidiary set-up management
    • Appropriate form preparation and filing, including your application for exemption from
      Delaware corporate income tax
    • Banking services establishment
    • Delaware-based legal counsel selection and assistance
  • Delaware physical presence establishment
    • Office space assistance and identification in Delaware (subleased, shared or private)
    • Provide Officer/Director on request
    • Delaware nexus regulation compliance annual review
  • Comprehensive accounting and tax planning services
    • Account ledger and accounting record preparation for businesses, investment holdings and trusts
    • Corporate banking and records reconciliation
    • Delaware franchise tax report filing
    • Employment tax returns and 1902(b) information return filing
    • Inter-company interest and royalty calculation and administration

Key Team Professionals

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!