| Proposed Name: [name] |
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<<Please see Note 1 below>> |
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No. |
Fee & Cost Description: |
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Fee/Cost |
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Subtotal |
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0 |
a) |
Reserve Name for Future Use [May not be necessary, |
[unless corporate filing |
$65 |
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$0 |
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is imminent and expedited; includes $20 state
fees] |
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1 |
b) |
Legal Fees: [first 2
shareholders] |
$450 |
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$450 |
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[Includes & excludes all items in Notes 2 & 3, below] |
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0 |
c) |
Each Additional Shareholder |
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$75 |
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$0 |
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[Includes & excludes all items in Notes 2 & 3, below] |
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1 |
d) |
California State Filing Fees ($125*) &
Expn's ($45) |
$170 |
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$170 |
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[required; *includes LOEN minimum filing fee] |
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0 |
e) |
Expedited Filing Fees: [Reduces
filing time from 4-6 weeks |
$60 |
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$0 |
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to 5-7 business days] |
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0 |
f) |
Statement of Information |
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$70 |
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$0 |
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[Includes preparation & $25 filing fee] |
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0 |
g) |
Subchapter S (Small Business) Election |
$45 |
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$0 |
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[required to avoid double taxation] |
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0 |
h) |
Obtain Federal Employer ID Number (FEIN) |
$45 |
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$0 |
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[required, if employees or bank account] |
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0 |
i) |
Register with State Board of Equalization |
$60 |
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$0 |
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[wholesale/resale/sales tax exemption
certificate] |
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0 |
j) |
Determine Licensing Requirements |
$45 |
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$0 |
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[Lists potential city, state, federal
requirements] |
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0 |
k) |
Obtain State Employment Department Number |
$45 |
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$0 |
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[unemployment/disability/etc tax account
number] |
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0 |
l) |
Corporate Records Book, Seal & Stock
Certificates |
$80 |
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$0 |
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[Keeps articles, bylaws, minutes, stock, etc.] |
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$620 |
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Related Corporate Services: |
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0 |
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Annual Corporate Record Maintenance Package |
$225 |
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$0 |
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[annual shareholder and director minutes] |
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0 |
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Complex Buy-Sell Agreement [Includes insurance |
$450 |
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$0 |
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[provisions for shareholder death, retirement,
etc.] |
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0 |
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Process Fictitious Business Names/County: |
$149 |
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$0 |
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[includes $49 local advertising/affadavit fee. See Note 4.] |
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0 |
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Confidentiality Agreement |
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$225 |
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$0 |
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[safeguards corporate confidential information,
etc.] |
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0 |
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Executive Employment Agreement |
$225 |
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$0 |
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[CEOs, CFOs, COOs, CIOs, etc.] |
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0 |
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Employee Manual |
[policies & procedures to meet federal |
$450 |
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$0 |
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& state legal requirements; See Note 5. ] |
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0 |
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Employee Mediation/Arbitration Agreement |
$225 |
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$0 |
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[Stay away from jury trials for employment
disputes.] |
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Total: |
$620 |
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| Note 1: |
Every corporation doing business in California
or that has filed articles of incorporation |
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with the State is subject to a minimum $800
annual franchise tax for each taxable year |
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or portion thereof during its existence for the
privilege of being a limited liability entity. |
| Note 2: |
Package INCLUDES planning, name availability,
articles of incorporation, bylaws, |
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organizational minutes of incorporator and
directors, investor representation letter, |
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stock subscriptions, stock issuance w/legends,
Section 25102(f) notice, and bills of sale. |
| Note 3: |
Package EXCLUDES public or private stock
placements, other items stated elsewhere |
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on this sheet, tax & accounting advice, and
benefit planning and plans. |
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| Note 4: |
This fee is for one city edition of OCR. OCR general circulation edition is $49
additional. |
| Note 5: |
Use of my form.
Revising your form will be at hourly rates. |
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