LLC PACKAGES

LEVEL 1

BASIC SET-UP

The Basic Set-Up includes:

  • Articles of Organization (includes filing fee)

  • Statement of Information initial filing (includes filing fee)

  • Operating Agreement

  • Investment Representations Letters

  • Membership Interest Transfer Ledger

  • Issue Membership Interests

  • Minutes of Action of Organizer

  • Notice of Members' and Managers' Meetings or Waivers, as applicable

  • Minutes of First Members' Meeting

  • Minutes of First Managers' Meeting, if applicable

  • Register securities sale with the California Corporations Commissioner, if required (includes payment of fee)

  • Obtain Employer Identification Number

  • Company Seal

PRICE:   $1,500.00

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LEVEL 2

ENHANCED SET-UP

The Enhanced Set-Up includes:

 

  • Everything in the Basic Set-Up, plus 

  • Fictitious Business Name (includes payment of fee)

  • Transmittal of all necessary documents to your bank to open a bank account

  • All necessary communication with your CPA to ensure the correct tax structure

  • Up to 2 hours of additional attorney time to assist with obtaining an EDD number, Seller's permit, business license, and other business management essentials

PRICE:  $2,250.00

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OTHER LLC SERVICES

UPDATE LLC MINUTES

Have your LLC minutes fallen behind?  Protect yourself from personal liability - let us help you update your minutes today.

PRICE

1-5 Years: $500.00

5-10 Years: $750.00

More than 10 Years: $1,000.00

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ISSUE & REGISTER INTERESTS

 

Did you know that some membership interest sales by an LLC must be registered with the California Corporations Commissioner because they are considered securities?  If you organized your LLC yourself or through an online company, this probably didn't happen and that leaves you exposed to personal liability.  We can help.

PRICE

$500.00 per issuer plus cost of fee (varies depending on value of securities issued)

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FICTITIOUS BUSINESS NAME

Does your LLC need a Fictitious Business Name?  It does if it regularly transacts business, under a fictitious name, in the County of Santa Barbara within 40 days of first transacting business.

The Fictitious Business Name is one that DOES NOT include the surname of the individual owner, and EACH of the partners or the nature of the business is not clearly evident by the name.

Let us handle the heavy lifting, including filing for the FBN and making sure it is published in the correct local newspaper within the time limits required. 

PRICE:  $600.00

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