Corporate Formation
File formation documents, maintain governance records, and keep registrations current.
- File Certificate of Incorporation
- Adopt Bylaws
- Obtain EIN
Compliance Checklists
Stay compliant with state and federal laws using our curated legal checklists. Each guide includes key deadlines, required filings, and best practices to keep your company in good standing.
Fundraising & Securities
Ensure compliance with federal and state securities laws when issuing equity or convertible notes.
- Identify Federal Exemption
- Verify Accredited Status
- File Form D
Employment & HR
Handle hiring, payroll, benefits, and workplace policies correctly from day one.
- Sign Offer Letters/Main Agreements
- Form I-9 Verification
- Form W-4
Intellectual Property
Protect your core assets with trademarks, patents, and confidentiality agreements.
- IP Assignment (PIIA) - Everyone
- Trademark Filings
- Patent Provisional Applications
Tax & Accounting
Manage federal, state, and sales tax obligations to avoid penalties and audits.
- Federal Income Tax (1120)
- State Income Tax
- Sales Tax Registration/Filing
Privacy & Data Security
Comply with GDPR, CCPA, and industry standards for user data handling.
- Privacy Policy
- Terms of Service
- GDPR/CCPA Compliance