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Annual owner and management meetings are held and business actions properly documented
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Governing documents are regularly updated to incorporate changes in ownership, operations, and the law
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Business assets are properly titled
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Required reports are timely filed with the governmental agencies
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Business records are kept up-to-date and coordinated to support your business tax returns in the event of an IRS audit or review
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You and your management team stay up-to-date on changes in business and tax laws and in the general legal environment that affects your business
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You and your advisors receive timely answers by phone or video throughout the year
Excluded Services
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State filing fees (unless indicated)
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More than one legal strategy meeting per calendar year
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Preparation or review of IRS or state tax forms
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Preparation or review of other company documents such as leases, employment agreements, promissory notes, asset purchase agreements, membership interest purchase agreements, etc.
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Legal representations associated with litigation, audit, dispute resolution or arbitration
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Representation to correct adverse consequences caused by the company’s negligence, errors, omissions, inaction or failure to respond in a timely manner
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Legal research or written legal opinions of any type
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Comprehensive changes to Governing Documents caused by addition or removal of shareholders or members, or changes in the relationship between shareholders or members.
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Company or asset valuation or appraisal fees
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Bankruptcy, dissolution, merger, consolidation or other major company actions
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Filing and recording fees to return the company to good standing or to bring the company into compliance with state law
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Preparation of more than three deeds for the transfer of real estate per year
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Conveyance, transfer, or recording fees
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*Excessive telephone calls