Location

California • Nevada

CALL US AT

(949) 424-8200

TABLE – Form Corp


We are friendly business attorneys that walk you through the process of forming your corporation and getting you started on your journey!

✓ = What we do.
You do this = your part

CORPORATE DOCUMENTS: SERVICES: The Steps & What We Do. A LA CARTE PRICING: INCLUDED IN OUR BASIC PACKAGE: INCLUDED IN OUR COMPLETE PACKAGE: INCLUDED IN OUR TRADITIONAL PACKAGE:
PRICING VARIES $400 + state filing fees (deposit of $140) $995 + state filing fees (deposit of $300) $2,000 + state filing fees (deposit of $300)
Articles of Incorporation We draft the Articles of Incorporation (CA only). $125 + state filing fees (est. $115)
We file the Articles of Incorporation with the Secretary of State. included
Bylaws We draft the Bylaws (CA). $50.00
Your Board Members review and sign the Bylaws. you do this you do this you do this you do this
Certificate to Adopt Bylaws We draft the Certificate to Adopt the Bylaws. $15.00
The Secretary of your corporation signs the Certificate. you do this you do this you do this you do this
Incorporator's Minutes We draft the Incorporator's Minutes. $25.00
Incorporator signs the Incorporator's Minutes. you do this
Tax Identification Number/ Federal Employer Identification Number We draft the Form SS4. $79.00
We submit it to the IRS and obtain your Tax ID. included
Subchapter S election (if applicable) We draft Form 2553. $200.00
The Shareholders and an officer sign it & mail the original to our office. you do this you do this you do this you do this
We submit the Form to the IRS. included
Statement of Information We draft the Statement of Information (CA). $50.00 + state filing fees ($25.00)
We file it with the Secretary of State. included
Bank Resolution We draft the Bank Resolution. $25.00
You review and sign it. you do this you do this you do this you do this
You take the following three to four documents to the bank to open your new bank account (1) Articles of Inc., 2) Tax ID, 3) Statement of Information, or 4) Bank Resolution). you do this you do this you do this you do this
Initial Board of Director's Minutes We draft the Initial Minutes of the Board of Directors. $50.00
The board reviews and approves the minutes. The President and Secretary sign the Minutes. you do this you do this you do this you do this
Attorney Consultation (with your business attorney) Up to 30 minutes telephone or video conference with one of Passion Law's business attorneys. $175.00 x x
Attorney Consultation (with your business attorney) Up to 1 hour via telephone or video conference with one of Passion Law's business attorneys. [Meet to discuss forming the s corp or c corp, identifying officers and directors, the percentage of shares owned by each shareholder, and to discuss how each shareholder is capitalizing his or her shares of the corporation.] $350.00 x x x
Attorney Consultation (with your business attorney) Up to 1.5 hours via telephone or video conference with one of Passion Law's business attorneys. [Meet to discuss forming the s corp or c corp, identifying officers and directors, the percentage of shares owned by each shareholder, and to discuss how each shareholder is capitalizing his or her shares of the corporation. Within time parameters, includes conversations regarding identifying and selecting a cpa for the corporation, and referrals, if requested, to cpas, insurance needs, and referrals, if requested, to insurance brokers, identifying the value in obtaining federal trademark for company names and logos, discussions regarding client goals for the corporation, and positioning for possible exit strategies. Can also include discussion on how to properly maintain the corporation, such as annual filing requirements, corporate minutes, and how to not mess up the protection that the corporation can provide to the shareholders.] $525.00 x x x
Attorney Consultation (with your business attorney) Up to 2 hours via telephone or video conference with one of Passion Law's business attorneys. [Meet to discuss forming the s corp or c corp, identifying officers and directors, the percentage of shares owned by each shareholder, and to discuss how each shareholder is capitalizing his or her shares of the corporation. Within time parameters, includes conversations regarding identifying and selecting a cpa for the corporation, and referrals, if requested, to cpas, insurance needs, and referrals, if requested, to insurance brokers, identifying the value in obtaining federal trademark for company names and logos, discussions regarding client goals for the corporation, and positioning for possible exit strategies. Can also include discussion on how to properly maintain the corporation, such as annual filing requirements, corporate minutes, and how to not mess up the protection that the corporation can provide to the shareholders.] $700.00 x x
Purchase of Sale and Stock Agreement for the Shareholder(s). We draft the Purchase and Sale of Stock Agreement(s)(limit up to five shareholders). $350.00 x
We discuss capitalization of the corporation (up to 30 minutes phone or video conference with one of Passion Law's business attorneys. This is a separate 30 minutes from the attorney consultation listed above, if applicable. Can be combined for one hour phone or video conference with one of Passion Law's business attorneys). Subject to Passion Law's schedule for availability. included x
Each shareholder reviews and signs his or her Purchase and Sale of Stock Agreement. The President signs each Agreement. you do this you do this you do this you do this
Stock Certificate(s) for the shareholder(s). We draft the stock certificates for the shareholder(s)(limit up to five shareholders). $100.00 + cost for ordering stock certificates (est. $75.56 including corp binder) x
The shareholder(s) and the President and Secretary sign the Stock Certificates. you do this you do this you do this you do this
Investor letter from the shareholder(s) to the Board We draft the Investor letters (limit up to five shareholders). $50.00 x
The shareholders review and sign his or her respective letters. you do this you do this you do this you do this
Investor letter from the shareholder(s) to the Firm We draft the Investor letters (limit up to five shareholders). included x
The shareholders review and sign it. included you do this you do this you do this
Agreement to Assign the Assets and Liabilities of the Sole Proprietorship or Partnership (if applicable) We draft the Agreement. $75.00 x
The shareholder(s) sign the Agreement. you do this you do this you do this you do this
Securities exemption filing with the State of California (if applicable) We draft the 25102(f). $50.00 + state filing fee (est. $25-$35) x
We file it with the California Department of Business Oversight. included x
Fictitious Business Name Statement (if applicable) We draft the Fictitious Business Name Statement. $50.00 + filing fee for county and newspaper publishing fee (est. $50) x ✓ (limit 1 county, 2 names) ✓ (limit 1 county, 2 names)
An officer signs it & mails the original to our office. you do this x you do this you do this
We file it with the county in which your business is headquartered. included x
Checklist to transition the sole proprietorship or partnership to the Corporation (if applicable) We draft the Checklist. $50.00 x
You utilize our Checklist to help you transition from a sole proprietorship or partnership to your new corporation. you do this x you do this you do this
Up to 30 minutes via telephone or video conference with one of Passion Law's business attorneys. [Meet to review your completed corporate documents. This includes explaining the corporate documents, discussing next steps as they relate to the corporate documents, answering client's questions, if applicable, and assisting clients with the document signing process. The goal is for client to leave the meeting with the peace of mind that the formation process has been or is being completed. The Firm's goals are for client to understand what is being signed, to make sure that the documents are actually signed and implemented, not just sitting in a pretty corporate binder on a shelf, and empowering the client - and its officers and directors - to better understand the process of how to maintain and manage the corporation. ] $175.00 x x
Up to 1 hour via telephone or video conference with one of Passion Law's business attorneys. [Meet to review your completed corporate documents. This includes explaining the corporate documents, discussing next steps as they relate to the corporate documents, answering client's questions, if applicable, and assisting clients with the document signing process. The goal is for client to leave the meeting with the peace of mind that the formation process has been or is being completed. The Firm's goals are for client to understand what is being signed, to make sure that the documents are actually signed and implemented, not just sitting in a pretty corporate binder on a shelf, and empowering the client - and its officers and directors - to better understand the process of how to maintain and manage the corporation. ] $350.00 x x
BUY A LA CARTE BUY BASIC PACKAGE BUY COMPLETE PACKAGE BUY TRADITIONAL PACKAGE

Working with Carolyn to form my non-profit organization has been the greatest pleasure. She has gone above and beyond at every opportunity, always offering to jump on the phone to answer questions, and has been timely and professional on each of our projects. I highly recommend working with her and her firm. I can say with confidence they are some of the best in Southern California.

Quinn Taber, CEO
Immerse

Carolyn,

I want to thank you and Danielle for taking me down this new journey in my life with great ease and care. Your knowledge of the LLC and incorporating process is awesome. You helped educate me on the options and deliverables for both solutions with a delivery and presentation a non-legal would understand.

Your advice and delivery of information both in writing and verbal was spot on and helped direct me to the best decision for my family and I. I was most impressed with the one on one time you spent at the conclusion of the document filing and walking me through every page of the LLC book and the next steps for me.

Thank you again for a very pleasant and professional experience!!

Scott Sheridan
SHERIDAN PROJECT MANAGEMENT

When I was ready to start my new law firm, Carolyn Dillinger, Esq. was my first choice to form my professional law corporation. She knows corporations, and I trust her expertise. Carolyn explained my options, I made the decisions, and she made it happen. Choosing to work with Carolyn allowed me to not worry about the details of forming a professional law corp and registering it with the State Bar of California. I knew I was in good hands. With Carolyn’s help I was able to focus on starting my law firm. She was also responsible for getting me to attend church services again after not going for years.

   

Vincent Howard
Managing Shareholder of Howard Law, PC 2016 President of the Orange County Trial Lawyers Association (OCTLA)

Passion Law helped us manuever the deep waters of the California Sectreaty of State, California Franchise Tax Board and the IRS. Carolyn and her team not only accomplished the work of setting up our subsidiary organizations but did it in a way that the lay person could understand. Since this process is done on a regular basis, Passion Law not only did the work but has developed a systematic process so that for all future engagements, we will have a punch list and be able to track progress easily. I was most impressed by the promptness of responses whether via email or telephone and always felt like I was their most important client.

   

Becky Turner
National Managing Partner, The Barnabas Group

I was referred to Carolyn from a friend of mine who had recently started his own business. We connected right away over the telephone, and it felt like I was talking to a friend rather than an attorney. I hired Passion Law, PC to form my LLC, as well as assist me in creating agreements. Carolyn and Danielle are enjoyable to work with, efficient, and have been responsive throughout the entire process. Just when I thought they wouldn’t respond because it was so late, there was a response in my inbox.

I have honestly received much more than an LLC! Carolyn has helped to teach me aspects about being in business, and referred me to a C.P.A and other professionals, when needed. She really knows her stuff and is so willing to help me understand what I am doing and why.
This saves time, which is crucial to someone with a hectic schedule like me. They are truly excited by my success. I’m not in business by myself, I have a support in Passion Law.

Devon Loizeaux
Behavioral Healthcare Consulting & Coaching Services

I hired Carolyn and her office to help me with the incorporation documents for my solo law practice. Even though I was starting small, it was still important to me to start right. I had looked into doing the paperwork myself, and it soon became clear to me that even though I’m a lawyer (in a totally different area of law), my 2L corporate law class and bar review prep was not enough for me to feel confident that I was doing things properly. I hired Carolyn because of her obvious passion and enthusiasm for what she does, as well as her ethical, common-sense, and friendly approach to this area of law. I am so glad that I didn’t try to go it on my own!

Monica Glicken
formerly of the Law Office of Monica Eav Glicken PC

We are friendly business attorneys that walk you through the process of forming your corporation and getting you started on your journey!

✓ = What we do.
You do this = your part

CORPORATE DOCUMENTS AND EXEMPT APPLICATIONS: SERVICES: The Steps & What We Do. A LA CARTE PRICING: INCLUDED IN OUR BASIC PACKAGE: INCLUDED IN OUR COMPLETE PACKAGE:  INCLUDED IN OUR TRADITIONAL PACKAGE
PRICING VARIES (it is a la cart) $900 + state filing fees $1,995 + state filing fees (about $1,000) $3,500 + state and federal filing fees (about $1,000)
Articles of Incorporation

We draft the Articles of Incorporation (CA only)(this includes public benefit, mutual benefit, or religious, also includes supporting organizations.

$125 (+CA filing fee)

We file the Articles of Incorporation with the Secretary of State.

included
Bylaws

We draft the Bylaws (CA only)(this includes public benefit, mutual benefit, or religious).

$150.00
Your Board Members review and sign the Bylaws. you do this you do this you do this  you do this
Certificate to Adopt Bylaws We draft the Certificate to Adopt the Bylaws. $30.00
The Secretary of your corporation signs the Certificate. you do this you do this you do this  you do this
Incorporator's Minutes We draft the Incorporator's Minutes. $30.00  ✓
Incorporator signs the Incorporator's Minutes. you do this
Tax Identification Number/ Federal Employer Identification Number We draft the Form SS4. $79.00
You sign the SS4 and send back to us. you do this you do this you do this you do this
We submit it to the IRS and obtain your Tax ID. included
Statement of Information We draft the Statement of Information (CA non-profit). $50.00 (+CA filing fee)  ✓
You sign the Statement of Information and send back to us you do this you do this you do this you do this
We file it with the Secretary of Stat included
Bank Resolution We draft the Bank Resolution. $25.00  ✓
You review and sign it. you do this you do this you do this  you do this
You take the following three to four documents to the bank to open your new bank account (1) Articles of Inc., 2) Tax ID, 3) Statement of Information, or 4) Bank Resolution). you do this you do this you do this you do this
Initial Board of Director's Minutes We draft the Initial Minutes of the Board of Directors. $50.00
The board reviews and approves the minutes. The President and Secretary sign the Minutes. you do this you do this you do this
Attorney Consultation (recommended if choosing articles of incorporation) Up to 30 minutes telephone or video conference with one of Passion Law's non-profit attorneys. [Meet to discuss what type of corporation we should form, public benefit, mutual benefit, or religions, also discuss identifying board members, the needed officers.] $175.00
Attorney Consultation (recommended minimum if choosing IRS exempt application)

Up to 1 hour via telephone or video conference with one of Passion Law's non-profit attorneys. [Meet to discuss what type of corporation we should form, public benefit, mutual benefit, or religions, also discuss identifying board members, the needed officers, and non-profit activities and programs.]

 $350  ✓

Attorney Consultation

Up to 1.5 hours via telephone or video conference with one of Passion Law's non-profit attorneys. [Meet to discuss what type of corporation we should form, public benefit, mutual benefit, or religions, also discuss identifying board members, the needed officers, non-profit activities and programs, and within time requirements can answer questions regarding insurance coverage, benefits of applying for trademarks.]

$525.00

Attorney Consultation

Up to 2 hours via telephone or video conference with one of Passion Law's non-profit attorneys. [Meet to discuss what type of corporation we should form, public benefit, mutual benefit, or religions, also discuss identifying board members, the needed officers, and within time requirements can answer questions regarding insurance coverage, benefits of applying for trademarks.]

$700 x x

Attorney Consultation

Up to 2.5 hours via telephone or video conference with one of Passion Law's non-profit attorneys. [Meet to discuss what type of corporation we should form, public benefit, mutual benefit, or religions, also discuss identifying board members, the needed officers, non-profit activities and programs, and within time requirements can answer questions regarding insurance coverage, benefits of applying for trademarks.]

$875 x x
 Attorney Consultation

Up to 3 hours via telephone or video conference with one of Passion Law's non-profit attorneys. [Meet to discuss what type of corporation we should form, public benefit, mutual benefit, or religions, also discuss identifying board members, the needed officers, non-profit activities and programs, and within time requirements can answer questions regarding insurance coverage, benefits of applying for trademarks.]

 $875 x x

Attorney Consultation

Up to 1 hour via telephone or video conference with one of Passion Law's non-profit attorneys. [Meet to review and explain the corporate documents]

$350.00 x x

IRS Exemption Application (Form 1023)

We prepare the IRS Exempt application (Form 1023) (including schedules)[does not include application for group exemption, does not include ancillary documents, if needed, such as your scholarship applications, if applicable. But we will communicate with you regarding what is needed and review what you create.]

 $700 (+IRS filing fee)  x  ✓  ✓

You review it, sign it, mail it back to our office.

you do this x you do this you do this

We submit the packet to the IRS.

included x  ✓

We communicate with the IRS for additional requested information

included  x  ✓  ✓

CA Exemption Application (Form 3500 or 3500A)

We prepare the CA Exemption application (Form 3500 or 3500A).

$700 (+CA filing fee) x  ✓   ✓

You review it, sign it, mail it back to our office.

you do this x  you do this you do this
We submit the packet to the IRS. included x
 We communicate with the IRS for additional requested information (until IRS approves the exemption application, or until 1year, whichever is first. included x

Registration with the CA Attorney General (for public charities)(Form CT-1)

We prepare the Registration (Form CT-1)(if applicable)

$150.00 x  ✓

You review it, sign it, mail it back to our office

you do this x you do this you do this

We submit the packet to the IRS.

included  x  ✓

We communicate with the IRS for additional requested information (until IRS approves the exemption application, or until 1year, whichever is first.

included x

Registration with the CA Attorney General (for public charities)(Form CT-1)

We prepare the Registration (Form CT-1)(if applicable)

$150 x  ✓

You review it, sign it, mail it back to our office

you do this x  you do this you do this

We submit the registration to the CA Attorney General's office

included x  ✓
 Fictitious Business Name Statement (if applicable) We draft the Fictitious Business Name Statement.  $50  ✓  ✓
 An officer signs it & mails the original to our office.  you do this   you do this   you do this   you do this
We file it with the county in which your business is headquartered. included  x
BUY A LA CARTE BUY BASIC PACKAGE BUY COMPLETE PACKAGE BUY TRADITIONAL PACKAGE