Business Formation
Business Formation
Business Entity Services
LLC Entity Formation
LLC Set-Up with state and all required docs.
Consult with Our Prodavisor up to 1 hour on legal and tax and questions for the new entity.
We file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.
$400 plus state filing fees
Partnership LLC Entity Formation
LLC Entity Set-Up with state and all required docs. Includes additional consideration and drafting of partnership provisions into the LLC operating agreement (partnership terms) beyond standard LLC set-up.
Consult with Our Accountant up to 1.5 hour on legal and tax and questions for the new entity.
We analyze best tax status, document terms, and file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.
$750 plus state filing fees
IRA/LLC Formation (aka, checkbook control IRA)
Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs
Consult with Our Accountant up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.
Includes IRA LLC operating agreement and specific clauses IRA custodians require for an IRA or 401k to own an LLC.
$500 for a single member, $1,000 for
multi-member, plus state filing fees
S-Corp Entity Set-Up
LLC or S-Corp Set-Up with state and all required docs.
Work with firm paralegal who drafts what client requests. Any Our Accountant time that is requested is billed hourly.
We file all docs with state, obtain IRS EIN, and complete operating agreement/bylaws, minutes, and corporate book.
$450 plus state filing fees
Entity Foreign Registration
Register your LLC or Corp to do business or own real estate in another state.
Our Accountant Time billed hourly (not included).
$200 plus state filing fees
Entity Dissolution
Dissolve Corp or LLC with the state and file dissolution.
Our Accountant Time billed hourly (not included).
$150 plus state filing fees
Non-Profit Set-Up
Non-profit corporation articles filing with state and specific non-profit bylaws and minutes drafted for the charitable purpose.
Consult with Our Accountant up to 2 hours on tax and legal questions regarding the non-profit.
Prepare and file Application for Exemption (IRS Form 1023) with IRS. Obtain EIN, prepare bylaws, minutes, and create a corporate book.
$2,500 plus state filing fees
Offshore Entity
Draft and file offshore entity (Nevis).
Consult with Our Prodavisor up to 1 hour on legal and tax and questions related to the offshore entity (seek out foreign legal counsel for foreign law).
Our Accountant will advise on U.S. tax compliance and filing requirements for assets and cash in foreign countries.
$2,000 plus state filing fees (if applicable)
Domestication of Entity
Domestication is a process to move an entity from being organized in one state to another state
Consult with Our Accountant up to 1 hour on legal questions related to domestication of the entity.
Includes domestication of entities from existing state into the new state. Amended operating agreement/bylaws, and minutes. Including converting out or dissolution in the old state.
$500 plus state filing fees
DBA (doing business as)
File name of doing business as with state (or county, as applicable per state).
Our Accountant Time billed hourly (not included)
DBA owner can be individual or an entity.
$200 plus state filing fees (if applicable)
Trademark
Search USPTO database for chosen trademark in chosen classification for conflicts and to determine likelihood of registration.
File trademark for business name, product, or slogan with USPTO for federal trademark protection.
Consult with Our Accountant up to 1 hour on legal questions related to trademark.
$1,200 plus USPTO filing fee
Estate Planning Services
Estate Plan Package
Revocable Living Trust and Will planning your estate and avoiding probate.
Consult with an Our Accountant up to 1.5 hours on your estate plan with recommendations to properly execute your plans for your estate and loved ones.
Includes, trust, wills, powers of attorney finances and health care, advance directive/living will, and other ancillary docs.
$1,200 plus recording fees
Comprehensive Estate Plan
Revocable Living Trust and Will planning your estate and avoiding probate.
Trifecta diagram and consult with Our Accountant up to 2 hours on your estate and trifecta plan with action items and recommendations to properly execute your plans for your estate and loved ones.
Includes, trust, wills, powers of attorney finances and health care, advance directive/living will, and other ancillary docs.
$1,500 plus recording fees
Trust or Will Amendment
Amendment to trust or will to change trustee, executor, assets, distribution rules or beneficiary/heir.
Our Accountant Time billed hourly (not included).
$250-$450 per document depending on how many items are being changed per amendment.
Charitable Remainder Trust
Prepare Charitable Remainder Trust documents and advise on asset and tax benefits.
Consult with Our Accountant up to 1 Hour on your appreciated asset tax status, charitable deduction and plans, and income stream from trust.
Analysis and CRT structuring options for tax planning and minimization.
$6,000 plus 3rd party administrative fees for tax return and CRT admin.
Domestic Asset Protection Trust
Establish domestic asset protection trust (DAPT) for protection of assets and estate planning.
Consult with Our Accountant up to 1 Hour on tax and legal questions regarding the DAPT.
DBA owner can be an individual or an entity.
$1,200, plus $300 yearly trustee fee
Gun Trust
A document tailored to make ownership of NFA firearms easier, reduce the risk of criminal prosecution against a firearm owner, aid in estate planning, protect against certain government seizures of firearms, and reduce the impact of future firearms transfer laws.
1 Hour Our Accountant Consultation
Includes gun trust documents, amendment template for adding/removing trustees, and an assignment of asset template.
$1,200
Deed/Property Transfer
Prepare deed for transfer to your Trust or LLC and record with the county.
Prepare and file additional cover sheets and transfer tax (including exemptions forms) forms where required by the state/county.
We handle deed transfers in all states except, HI, IL, LA, and VA.
$200-$300 (depending on state/county) plus recording and any applicable transfer taxes
Tax Planning Services
IRA/LLC Set-Up (aka, checkbook control IRA)
Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs
Consult with Our Prodavisor up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.
Includes IRA/LLC operating agreement and specific clauses IRA custodians require for an IRA or 401(k) to own an LLC.
$600 for single member, $1,000 for
multi-member, plus state filing fees
Solo 401(k) Restatement
Restates an existing solo 401(k) that may be outdated or was only for stocks and mutual funds to an updated self-directed solo(k).
Consult with Our Accountant up to 1 hour on Solo 401(k) on plan docs, qualification, contribution, conversions, and self-directing.
Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.
$495
Solo 401(k) Restatement (docs only)
Restates an existing solo 401(k) that may be outdated or was only for stocks and mutual funds to an updated self-directed solo(k).
Our Accountant Time requested is billed hourly (not included).
Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.
$295
401(k)/LLC Set-Up
Set-up of 401k owned LLC (401k/LLC) with all necessary docs including retirement plan provisions.
Consult with Our Prodadvisor up to 1 Hour on 401k/LLC and self-directed questions regarding the planned use of the 401k/LLC.
Includes 401k LLC operating agreement and specific clauses important for 401ks to own an LLC. Discounted $100 if done with Solo 401(k) plan set-up.
$500 for single member, $1,000 for
multi-member, plus state filing fees
IRA Fair Market Valuation (FMV)
Complete Fair Market Valuation and provider letter report with support records from IRA owner for setting value on a Roth Conversion or in-kind distribution.
Our Accountant Time billed hourly (not included)
Includes reports on the value of assets. IRA owners must provide supporting documents (real estate appraisal, LLC bank statements, etc.)
$350 per asset valued
990-T Tax Return for IRAs
Prepare and file IRS form 990-T tax return reporting UBIT (unrelated business income tax) or UDFI (unrelated debt-financed income) to the IRS.
Our Accountant Time billed hourly (not included). If bookkeeping is needed, billed at accountant rates.
$550 for up to three assets, $350 for
each additional asset past three.
Form 5500-EZ for Solo 401(k)s
Prepare and file IRS form 5500 with the IRS for solo 401(k) plans with over $250k in value (or when closed out even if under $250k).
Our Accountant Time billed hourly (not included). If bookkeeping is needed, billed at accountant rates.
$250
Company Maintenance Department
Comprehensive Tax and Business Consult
Trifecta diagram (business, assets, estate, tax) with recommendations and actions items.
Consult with Tax Our Prodavisor up to 1.5 hours on tax strategy and application of our 20-point tax planning checklist.
Review of prior-year tax returns and recommendations on specific tax and legal strategies.
$800
Health Reimbursement Arrangement (HRA)
Prepare HRA (health reimbursement arrangement) document for the company for tax savings on health care expenses.
Consult with Our Accountant up to 30 minutes on HRA and how health care expenses can be reimbursed and written off.
HRA is for business owners.
$600
S-Election
Prepare and file S-Election application to the IRS along with Rev Proc attachment where necessary for late applications.
Our Prodavisor consulted time billed hourly (not included).
$200
Opportunity Zone LLC Formation
LLC Entity Set-Up with state and all required docs for opportunity zone tax strategy.
Consult with Our Accountant up to 1 hour on legal and tax and questions for opportunity zone treatment.
We analyze best tax status, document terms, and file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.
$800 plus state filing fees
Self-Directed IRA & Solo 401(k) Services
Company Maintenance
We track and make sure your annual renewal is filed with the state and pay your annual fees.
Prepare annual shareholder, director, or member minutes.
Desire Fin. maintains a digital record of all company records and minutes.
$150/year per company
Registered Agent
We serve as registered agents for your company and receive any legal notices served to your company. Keeps your personal address or business from having legal notices served at your home or place of work.
Our team saves your company digital records and forwards legal notices or service of process when it is received.
Our firm address (FL, GA, NY, TX, CA) Foreign (DR; Nevis) or our registered agent company address is used on the company filing as the registered agent address.
$125 annual per entity or foreign registration
Mail Forward Program
Use of our office address with the Secretary of State for up to (3) companies.
Personal virtual mailbox for mail received.
May be used as a mailing address with third-party entities where needed (e.g. bank, HOA, property management, IRS, etc.).
$200 a year