Is your business in good standing?

Written annual meeting minutes?


Does your business have written annual meeting minutes?

Written record of annual meeting Minutes is a California state requirement pursuant to California Code Section 1500 and may be requested in the event of an IRS audit, lawsuits, business loans, and the like.

Form SI Filing


Have you filed your Statement of Information (SI) with the Secretary of State?

SI forms are filed annually for corporations and biennially for Limited Liability Companies (LLCs)

BOI Report Filing


Have you filed your Beneficial Ownership Information (BOI) Report to comply with the Corporate Transparency Act?

This is a new 2024 requirement for non-exempt businesses.