Incorporation /LLC Formation

INCORPORATION /LLC FORMATION (“For-profit”) carries a fee of $950.00 prepaid as a (non-refundable) Minimum Fee Retainer that includes:

  • All initial Secretary of State and Corporation Commission fees,
  • Preparing standard form Charter Documents such as Articles of Incorporation (or Operating Agreement for an LLC), and By-Laws
  • Obtaining Federal and State Employer ID numbers,
  • Helping you through the tax decision of S-Corporation Election (Form 2553),
  • Two (2) Hours of Business Consulting, including 1 year of Registered Agent service.

NOTE:

Other States may have additional charges. You must incorporate (or register as a ‘Foreign’ entity to do business) in the State where your business physically resides or has activities that qualify as “doing business.”

NOTE:

We are happy to conduct Annual Meetings of Shareholders/Directors during your Corporate Tax Return Appointment at no additional cost (if we prepare both your corporate and your personal return), but it is your responsibility to document such meetings and retain your Minutes.  Minutes do not have to be sent anywhere; they just have to be kept in the event there is a question or challenge by someone trying to sue you.  If you want us to draft and maintain such minutes there will be an added charge of $75 per meeting providing the entire session is no longer than one hour. Nothing discussed in Shareholder/Director meetings or in filling out requisite forms is intended to be, nor  should you consider it to be, legal advice.

Non-Profit Incorporation

company formation

NON-PROFIT INCORPORATION carries a fee of $1,200.00 prepaid as a (non-refundable) Minimum Fee Retainer that includes:

  • Secretary of State, but not Federal fees to secure Tax Exempt Status,
  • Preparing standard form Charter Documents such as Articles of Incorporation (or Articles of Association for an Unincorporated Association), and By-Laws
  • Obtaining Federal and State Employer ID numbers,
  • Participating in one pre-formation Organizational meeting, Hosting and acting as Secretary for your First Meeting of Directors (no other Business Consulting is included),
  • Filing initial CA Statement of Information (RE Officers & Directors), and Drafting your Tax Exempt Application (Form 1023EZ/1023/1024 as appropriate for the type of Non-Profit activity)
  • 1 year of Registered Agent service.

NOTE:

Creating a Non-Profit entity (whether or not it is Incorporated) does not automatically make it Tax Exempt or able to issue tax deductible receipts for Donations.

Existing Non-Profit

EXISTING NON-PROFIT entity REQUEST for TAX EXEMPTION carries a Document Preparation Fee of $450 that includes compiling IRS Form 1023/1024 depending on type of Non-Profit), and participating in follow-up interaction with IRS until they issue their Determination Letter. This fee applies to Non-Profit entities that we did not create.

NOTE:

IRS requires a $400 Filing Fee if the organization’s annual Gross Receipts will be $50,000 or less. IRS requires an $850 Filing Fee if the annual Gross Receipts will be greater than $50,000.