Description of Services, Fees and Costs

DESCRIPTION OF SERVICES, FEES AND COSTS

SERVICES THAT WE CAN PROVIDE FOR ADDITIONAL CHARGE - CONTACT US FOR A QUOTE:

  • Customized charter documents such as articles, bylaws, operating agreement, and other as applicable.
  • Extensive research of entity name at the state level, federal level, including United Stated Patent and Trademark Office ("USPTO").
  • Research and analysis into any predecessor entity or business.
  • Qualifications to do business in other states.
  • Trademark and service mark searches and registrations with the USPTO;
  • Drafting and negotiation of a wide variety of business contracts;
  • Shareholder Buy-Sell and similar agreements;
  • Mergers and purchase/sale of business agreements and negotiation;
  • Consulting and employment agreements; and
  • Various other post-incorporation services.
  • Dispute resolution and litigation;
  • Other business and litigation services including contracts drafting or disputes.

DURING INITIAL MEETING WE WILL REVIEW:

CORPORATE NAME - BASIC AVAILABILITY CHECK: We will check the availability of your desired corporate name using the California Secretary of State's online business search service. As part of an initial questionnaire, we will ask you to furnish us with 3 (three) alternative names for us to check availability in that manner with the California Secretary of State and should you choose to file for a DBA ("Doing Business As") we will need you to provide us with 3 (three) alternative names to check availability with the county records. If you would like to check your desired corporate name with other governmental bodies, such as in county fictitious business name listings, in the TESS online database of the United States Patent and Trademark Office, or with the Secretary of States or Departments of Corporations or similar bodies of states within or outside the State of California, please contact us for the additional charges for those services.

INCORPORATION DOCUMENTS:

Incorporation Questionnaire. Subsequent to the initial In-Take Questionnaire, we will provide you with an outline of what we are looking for to assist us in forming your desired entity.

Authorization to File Documents. To ensure an efficient process, we will ask that you review and provide to us an authorization to file entity charter documents, originals of which will be provided to you post-entity formation.

Basic Articles of Incorporation (S Corp/C Corp)/Articles of Organization (L.L.C.) for your entity. We will file the Articles of Incorporation for a single class of equity or Articles of Organization with the California Secretary of State on your behalf, and obtain a certified copy of the filed Articles of Incorporation or Articles of Organization for inclusion in your new entity's minute book (The fee does not include expedited filing or customized Articles of Incorporation or Articles of Organization).

Basic Bylaws (S/C Corp) of the corporation (We will provide you with standard form Bylaws. Customized Bylaws may be subject to additional fees).

Basic Operating Agreement (LLC) of the limited liability company (We will provide you with standard form Operating Agreement. Customized Operating Agreement may be subject to additional fees).

Accompanying Certificate of the Corporation's Secretary certifying the adoption of the Bylaws (S/C Corp).

An Action of the Incorporator of the corporation adopting the Bylaws (S/C Corporation) and electing the initial Director(s) of the corporation.

Filled in Stock (S/C Corp) Certificates and a Stock (S/C Corp) Ledger reflecting the corporation's initial stock issuance.

Minutes of an Organizational Meeting of the Board of Directors (C/S Corp.) (or a written consent in lieu of such meeting) with basic resolutions, including approval of the corporation's initial stock issuance.

COMPANY MINUTE BOOK (Corp or LLC): We will furnish you with a corporate Minute Book or LLC Record Book (and corporate seal) for your corporation or LLC filled with the documents that we have prepared for you and additional blank stock certificates, if applicable.

SS4 Authorization. We will prepare and provide you with an authorization that would allow us to file the application for your federal tax identification number which you will be required for your business operations.

Federal Tax I.D. (Corporation or LLC): With your written authorization, we will apply for a Federal Tax I.D. for your corporation or LLC (or International Tax ID Number (ITIN) if your corporation is owned by foreign (non-USA) shareholders), typically using the Internal Revenue Service's online application procedure.

INVESTOR REPRESENTATIONS. For purposes of preparing and filing form 25102 (f) Notice of Securities Transaction, we;

25102(f) NOTICE OF SECURITIES TRANSACTION (Corp or LLC): We will assist you in the preparation of this form. If you wish for us to assist with the filing of such form and upon receipt of the payment of the associated costs AND receipt of your written authorization, we will file a "State of California Notice of Transaction Pursuant to California Corporations Code Section 25102(f)," typically using the State of California's Department of Business Oversight's online filing service for your corporation or LLC (filing and processing costs will be an additional charge).

INITIAL STATEMENT OF INFORMATION FILING WITH SECRETARY OF STATE (Corp or LLC): Every California corporation or limited liability company must periodically (and also upon the occurrence of certain changes) update its records with the California Secretary of State by filing a Statement of Information. The initial Statement of Information for a corporation is required to be filed with the California Secretary of State by a deadline shortly after incorporation. We will assist you in filing the initial Statement of Information with the California Secretary of State and obtaining a certified copy of the filed Statement of Information for inclusion in your corporation's minute book.

DBA (Doing Business As) FILING (Corp or LLC)

We will assist you in the preparation of the application for a DBA should you choose to do register a DBA. If you wish for us to assist with the filing of such application and upon receipt of the payment of the associated costs, we file the DBA application for you (filing and processing costs including publication fee are not included). A DBA provides you with the option to do business under a name other than the name of the entity that we form for you.

EDD REGISTRATION FORM (Corp or LLC): We will furnish you with information regarding how to register as an employer with the State of California Employment Development Department (EDD).

INFORMATION REGARDING OPENING A BUSINESS BANK ACCOUNT: We will furnish you with information regarding the requirements to open a business bank account, and provide you with standard corporate/company resolutions to authorize the opening of a business bank account and establishing check writing authority.

MEMORANDUM REGARDING CERTAIN GENERAL POST-INCORPORATION MATTERS: We will provide you with a memorandum, describing briefly and in general terms, a number of things that a typical California company (Corporation or LLC) should consider post-incorporation, including compliance with corporate formalities, and certain legal requirements applicable to general, corporate business operations.

IMPORTANT THINGS TO NOTE:

  • Post-Formation Representation and Other Legal Services are Available From Us at an Additional Cost. We also offer other services at other rates and fees, including trademark registration, drafting and negotiation of a wide variety of business contracts, litigation and dispute resolution, mergers and acquisition related contracts and negotiation, shareholder buy-sell and similar agreements, and various other formation and/or post-formation services. If you are interested in any additional services, please contact us about the applicable rates and fees.

  • Disclaimers Regarding Formation Services. Please note:

    These costs are considered OUT-OF-POCKET costs that must be paid by Client are government or third parties costs and are as follows:

    • Filing costs associated with the filing of the Articles of Incorporation or Articles of Organization with the Secretary of State.
    • Filing costs associated with the filing of the initial Statement of Information with the Secretary of State.
    • Costs associated with one certified copy of the initial Statement of Information with the Secretary of State.
    • Costs related to the Corporate Minute Book binder and company seal.
    • Filings costs associated with the filing of 25102(f) Notice of Securities Transaction.
    • Filings costs associated with the filing of the initial Statement of Information.
    • Application and publication costs associated with the DBA filing.
    • Expedited or rush filing service associated costs, if available.
    • Additional copies of your file or file materials (you will be provided with one copy of your file documents at no charge).
    • Costs associated with other filing specifics exceeding or outside the basic company formation.
    • Costs or processing charges originating from government entities or other third party service providers increased or changed subsequent to our firm being retained for purposes of representation.
    • Long distance telephone charges.
    • Travel costs including parking, mileage over 30 miles, transportation, meals and hotel costs, and other similar items.
    • Other costs that are provided below.
    • Out of town travel.
    • Experts, Consultants and Investigators.
    • Other standard governmental filing fees or third party service fees.

Table of estimated filing fees per entity

*This table does not reflect all government or third party service costs and filing fees. Some costs will need to be assessed on a case by case basis depending on each situation. Such government or third party service costs and filing fees must be advanced by client, and a credit card authorization be on file for payment of these and other government or third party costs as applicable.

*Filing fees below are subject to change by the third party provider or government authorities, and Client shall submit payment of such filing fees upon request.

Entity

Document

Third party service costs - regular filing

State of California filing costs

C Corporation

Articles of Incorporation with one certified copy.

$45.00

$120.00

Corporate Minute Book including corporate seal.

$113.00

Statement of Information with one certified copy.

$45.00

$31.00

25102(f) Notice of Securities Transaction.

Costs will vary depending on a case by case basis.

DBA ("Doing Business As").

Costs will vary depending on a case by case basis.

Total estimated filing fees: $165.00+$113.00+$76.00 = $354.00

S Corporation

Articles of Incorporation with one certified copy.

$45.00

$120.00

Corporate Minute Book including corporate seal.

$113.00

Statement of Information with one certified copy.

$45.00

$31.00

25102(f) Notice of Securities Transaction.

Costs will vary depending on a case by case basis.

DBA ("Doing Business As").

Costs will vary depending on a case by case basis.

Total estimated filing fees: $165.00+$113.00+$76.00 = $354.00

LLC

Articles of Organization with one certified copy.

$45.00

$90.00

Company Minute Book (including company seal).

$113.00

Statement of Information with one certified copy.

$45.00

$26.00

25102(f) Notice of Securities Transaction.

Costs will vary depending on a case by case basis.

DBA ("Doing Business As").

Costs will vary depending on a case by case basis.

Total estimated LLC filing fees: $135.00+$113.00+$71.00 = $319.00

Filing fees for 25012(f) per Corporation Code Section 25608(c)

Value of Securities Proposed to be Sold

Filing Fee

$25,000 or less

$25.00

$25,001 - $100,000

$35.00

$100,001 - $500,000

$50.00

$500,001 - $1,000,000

$150.00

Over $1,000,000

$300.00


Your Required Cooperation

Once you have become our client, you must communicate with us in a timely and accurate manner and cooperate with us as we deem necessary or desirable in order to complete your entity formation. If you fail to cooperate with us, we may terminate our attorney-client engagement. The information that you provide to us in connection with your matter must also be accurate and not misleading. Such information must not misrepresent facts or omit facts that make what information you do provide us misleading.

Our attorneys have a legal background developed at top-tier law schools, and the vast majority of our attorneys have more than 10 years of experience in these areas of law. Learn more about each of our individual attorneys by following the links below or contact our office to arrange a meeting.

  • Simina GentrySimina Gentry Esq.

    Managing Attorney
    LL.M, University of
    Southern California Gould
    School of Law
    B.A. Academy of Economic Studies
    Business Management and Account Analysis

  • David WardDavid Ward Esq.

    Attorney Of Counsel
    J.D., Cornell Law School
    B.A. Brigham Young University

  • JohnJohn R McHale

    Sr. Corporate Contract Attorney
    J.D. University of Chicago Law School
    B.A., Stanford University

  • Emanuel OrlandoEmanuel Orlando Esq

    Associate Attorney
    J.D., Loyola Law School
    B.A. Princeton University

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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. Please feel free to contact us if you have any questions. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.