ABOUT EGO SUM DM7

Professional services, properly organized.

Clarity, accountability, and protected workflows for the paperwork that keeps individuals and businesses moving forward.
01

Our purpose

Important paperwork should not feel like a scavenger hunt. Too often, clients face missing documents, unclear next steps, unanswered emails, and uncertainty about what has been filed or what remains.

We built EGO SUM DM7 around a different standard. Every accepted service receives a clear written scope, its own protected case record, visible tasks and document requests, and a secure portal showing what you must provide, what we are handling, and what has been completed.

Our name reflects a simple idea: clarity of identity and responsibility. Every engagement is a defined working relationship with visible progress and documented results.

02

What we do

Tax Services

Organized preparation and filing support built around complete records, documented questions, client review, and clear authorization before submission. Packages range from straightforward individual returns to self-employed and business returns.

Payroll Services

Disciplined payroll workflows covering employee setup, pay-cycle processing support, exception review, and employer tax-filing coordination. Available in starter, growth, and complete tiers.

Notary Services

Appointment coordination for office, mobile, and online notarization where available and permitted, with clear identity requirements and disclosed fees.

A-to-Z Business Formation

Administrative support from initial company information through entity filing, EIN assistance, organizational documents, registrations, and a compliance calendar.

Bookkeeping & Compliance

Ongoing bookkeeping packages and annual compliance support, including annual-report reminders and related administrative assistance.

New Business Bundle

A combined package for clients launching a new entity who want formation, initial payroll onboarding, and foundational bookkeeping support in one structured offer.

We serve clients nationwide where capacity and jurisdiction allow. Availability depends on scope, deadlines, professional capacity, and acceptance of the engagement.

03

How an engagement works

  1. Choose a service — Review service and package details, then create a secure account.
  2. Complete the guided intake — Tell us what you need through the service-specific intake. Use designated secure fields or uploads for sensitive identifiers, never ordinary email.
  3. Administrative review — We review scope, jurisdiction, deadlines, conflicts, availability, and completeness.
  4. Quote and agreement — You receive a written scope separating our professional fees from government and third-party costs.
  5. Protected case opens — After acceptance and any required payment, the service receives its own case, timeline, document requests, messages, tasks, and billing records.
  6. Work and approvals — See what the team is doing, what is missing, and what requires your action.
  7. Completion and retention — Final records, receipts, filing confirmations, and signed documents are delivered according to the service and retention practices.

Creating an account or submitting an intake does not by itself create a professional engagement. Engagement begins only after scope acceptance.

04

Our commitment

  • Clear scope before paid work begins
  • Transparent separation of professional fees and third-party or government costs
  • Protected case records and secure document handling
  • Accountable follow-through with a visible next step
  • No scavenger hunt through old email threads for critical case information

Important: EGO SUM DM7 provides administrative and professional support services. We are not a law firm and do not provide legal advice. Consult a qualified attorney whenever legal counsel is required.

QUESTIONS OR REQUESTS

Speak with EGO SUM DM7.

Monday–Friday · 10:00 AM–7:00 PM Eastern Time

egosumdm7@egosum7.com786-343-8536Contact options →