Planning Guide
Existing as a corporate entity is an ongoing process, which involves annual obligations such as filings, meetings and taxes. Our firm is well versed in this process and can help your corporation at every step.
If you are purchasing an existing business, we offer assistance with the purchase and sale process, as well as lease negotiations and tenancy issues. Whether running with an existing business or starting your own from “scratch”, we offer help in creating the right type of entity for your interest, taking into consideration the function your business and why you exist. This process involves entity selection and education, filing your corporation with the state, preparing organizational minutes of meetings, creating a “corporate kit” specific to your entity, reviewing annual obligations to the state and federal governments and reviewing the roles and obligations of the corporate officers.
Once your corporation is established, we offer ongoing maintenance, which includes support with bookkeeping and accounting services, tax planning and review, budgeting, payroll services and assistance, annual filings with the state, and reviewing any changes in state and federal laws pertinent to your entity.
If you are selling your business, we can assist with the legal aspects of the sale and/or succession planning. If you decide to dissolve your corporation, we help in this area, as well, to ensure that your state and federal obligations are met and that burdens which could carry over to you personally are minimized.