The Basics
$500Per Year

Corporate Records Check Up

Insurance Coverage Check Up

Annual Meeting suggested topics for agenda

Resolutions for New Officers & Directors; Operating Budget; Housing Allowance aka Parsonage (for Religious Organizations)

Preventive Maintenance
$1000Per Year

The Basics  plus

Monthly 30 Minute Check Up (Skype) — get input on important issues affecting your organization

Annual filing of IRS Form 990-N (for qualifying organizations that provide required info)

Peace Of Mind
$2000Per Year

Preventive Maintenance (includes The Basics) plus

Telephone/e-mail consultation with Officers & Directors answering “quick” questions**

Remind Officers of filing requirements with IRS, State and Attorney General

Filing of Annual Report / Statement of Information due to Secretary of State / Corporations Division (contingent on client providing required info)

**for situations that warrant research or written documentation, scope of work will be discussed and confirmed in a separate engagement)