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| Proposed Name:
[name] |
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<<Please see Note 1, below>> |
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No. |
Fee & Cost Description: |
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Fee/Cost |
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Subtotal |
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0 |
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Reserve Name for Future Use |
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$65 |
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$0 |
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[includes $20 state fees] |
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1 |
|
Legal Fees [first two
partners, including spouses] |
$900 |
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$900 |
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[Includes & excludes all items in Notes 2 & 3, below] |
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0 |
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Each Additional Partner
[including spouse] |
$225 |
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$0 |
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[Includes & excludes all items in Notes 2 & 3, below] |
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1 |
|
California State Filing Fees ($95*) &
Expenses ($45) |
$140 |
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$140 |
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[required in every case; *includes LOEN min.
filing fee] |
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0 |
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Expedited Filing Fees: [Reduces
filing time from 4-6 weeks |
$55 |
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$0 |
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to 4-6 days] |
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0 |
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Obtain Federal Employee ID Number |
$45 |
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$0 |
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[required, if employees or bank account] |
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0 |
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Register with Board of Equalization |
$60 |
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$0 |
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[wholesale/resalesales tax exemption
certificate] |
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0 |
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Obtain State Employment Department Number |
$45 |
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$0 |
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[unemployment/disability/etc tax account number] |
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0 |
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Company Records Book, Seal &
Certificates |
$80 |
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$0 |
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[recommended to keep official documentation] |
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Total: |
$1,040 |
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Other Partnership Services: |
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0 |
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Complex Buy-Sell Agreement
[includes insurance |
$450 |
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$0 |
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provisions for deaths, retirements, etc.] |
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0 |
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Reserve Name for Future Use |
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$65 |
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$0 |
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[includes $20 state fees] |
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0 |
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Confidentiality Agreement |
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$225 |
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$0 |
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[safeguards partnership secrets, etc.] |
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0 |
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Employee Manual |
See Note 4 |
$450 |
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$0 |
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[policies to follow federal & state
employment laws] |
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0 |
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Employee Mediation/Arbitration Agreement |
$225 |
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$0 |
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[Stay away from jury trials for employment
disputes.] |
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Total: |
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$1,040 |
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| Note 1: |
Every LP business in California or that has
filed a Limited Partnership Certificate |
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with the State is subject to a minimum $800
annual franchise tax for each taxable year |
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or portion thereof during its existence for the
privilege of being a limited liability entity. |
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| Note 2: |
Package INCLUDES planning, name availability,
certificate of limited parnership, |
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limited partnership agreement, investor
representation letter, certificate issuance |
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w/legends, Section 25102(f) notice, and bills of
sale. |
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| Note 3: |
Package EXCLUDES securities registrations, other
items stated elsewhere |
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on this sheet, tax advice, and benefit planning
and plans. |
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| Note 4: |
My form only. Revision of your form is at hourly
rate. |
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