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Legal Contracts and Documentation
Audit Proof Your Company With Legal Recorded Documentation
- Initial Minute Preparation: Corporate or Limited Liability Company Minutes are a recorded documentation of the existence of your legal entity. In order to keep your legal entity in good standing with Federal rules and regulations, your minutes must provide record of every major transaction and decision made for your company. Your legal entity may be lost as a shield by failure to produce accurate, timely and legally required Minutes.
- Annual Minute Preparation: If your corporate anniversary is coming up, it may mean your Annual List is due to be filed with the state. Along with this filing, you are required to hold the annual meetings of the board of directors and shareholders for a Corporation or Managers for a Limited Liability Company. The outcome of these meetings needs to be recorded in annual minutes with respective resolutions.
- Special Minute Preparation: During the year any major decision made by your company needs to be documented with meeting minutes and respective resolutions.
- Medical Dental Reimbursement Plan: This is just one of the many business deductions available, but make sure you document the decision made by the corporation to offer this to its employees. This is included with Initial Minute Preparation. Purchased separately the cost is $150.00.
- Lease Agreement taking advantage of section 280(a)(g): Rent your home to the business for 14 days or less out of the year creating an additional business deduction while at the same time putting Tax Free dollars in your pocket.
- Lease Agreement for Equipment, Intellectual Property or Real Estate:
- Loan Agreement: Please do not loan money without a formal agreement signed by all parties that describes all the terms and consequences in the event of default. Tax note: If your company is in the business of lending money and it needs to claim bad debt, it may be able to write off 100% in the current year. Typically limited to a few thousand a year.
- Buy/Sell Agreement: If you are in business with a partner, this document can save a relationship and help ensure business success. This binding contract between co-owners controls when an owner can sell his/her interest who can buy an owner’s interest and what price will be paid for that interest.
- Joint Venture Agreement, Management Agreement, Subscription Agreement, Option Agreement, Employee Agreement: (Case by Case)
- Deed Preparation: State filling fees, recording fees and transfer taxes are not included.
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| Tel: (775)-846-0967 |
| Email: rita@preciseplanning.net |