Corporate Compliance Services
Corporate Compliance Services
Preserving your corporate benefits
Comprehensive annual corporate compliance program built specifically for small business maintenance—keeping your tax benefits working and personal assets protected with predictable pricing and no hourly billing.
What’s Included:
- Records that support your tax positions and withstand IRS scrutiny
- Documented governance (operating agreements, bylaws, resolutions, corporate minutes)
- Year-round compliance monitoring coordinated with your business planning
- Coordinated tax professional support
- Unlimited questions about corporate governance—with clear, straightforward answers
- State filings that keep your business in good standing across all jurisdictions
Your First Year includes complete setup: All missing documents prepared, past corporate actions documented to create a complete corporate record, and registered agent services included for 1 year.
When your business evolves: New ownership transfers, operating agreement amendments, and other business changes are available as Corporate Care Services.
Corporate Care Services
Supporting you business as it evolves
As your business grows and changes, these services handle the corporate formalities and filings that keep everything properly documented. Available exclusively to Corporate Wellness Program clients when your business needs them.
Services Available:
Essential Updates: Address changes, officer updates, good standing certificates, tax ID registration
Business Adaptation: Name changes, ownership adjustments, management restructuring, capital modifications
Major Transitions: Multi-state expansion, entity conversions, business closure, administrative revival
Registered Agent Services
Professional registered agent representation in all 50 states
Every corporation and LLC requires a registered agent with a physical address, available during business hours for official correspondence. Available exclusively to Corporate Wellness Program clients.
What’s Included:
- Professional registered agent service
- Physical address in the required state
- Receipt and forwarding of all official documents
- Available as an add-on to the Corporate Wellness Program
Business Formation Services
Strategic Entity Selection and Formation
Formation that starts with guidance—understanding your business goals and tax situation before filing—then creates the complete legal structure and governance framework you need to operate with confidence from day one.
What’s Included:
- Entity selection guidance (LLC vs. Corporation, S-corp vs. C-corp) tailored to your situation
- Complete formation filing with the State of California (state filing fees included)
- Corporate record book with all necessary governance documents (bylaws or operating agreement, stock certificates, organizational resolutions)
- S-corp election guidance and preparation when it makes sense for your situation
- Clear guidance on maintaining your entity and annual compliance requirements
Your First Year includes: Corporate Wellness Program for ongoing compliance and maintenance, plus registered agent services—keeping everything you’ve built properly maintained.
When your business evolves: Ownership transfers, operating agreement amendments, and other business changes are available as Corporate Care Services.