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Legal Record Organization
Admin help organizing your legal documents and filing deadlines — Premium tier service.
Formation Documents
Articles of Incorporation/Organization
Operating Agreement (if LLC)
EIN Letter from IRS
Registered Agent documentation
Tax Documents
Tax returns (federal and state)
EIN documentation
Payroll tax filings
Sales tax permits and filings
Contracts & Agreements
Service agreements with clients
Employment contracts
Contractor agreements
Lease or rental agreements
Financial Records
Bank statements
Invoices and receipts
Accounting ledgers
Financial statements
Compliance & Licenses
Business licenses and permits
Insurance policies
Regulatory compliance records
Inspection reports
Premium Tier Service
This service includes organizing your legal documents, creating a filing system, tracking filing deadlines, and ongoing administrative support. Available to Premium tier clients.