Unless otherwise noted, our Business Formation Services only include the filing process and document delivery outlined in your paid option. If you need additional edits to any documents, phone calls to the Department of State or IRS, or any additional services, it will be billed at our hourly rate unless you are enrolled in one of our Subscription Models. Then those rates shall apply.
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$175
You will meet with a member of the LVLUP Legal Team to discuss your business formation goals. This will include, but is not limited to:
Discussion on which legal documents are required to file the appropriate entity (LLC, S-Corp, C-Corp, PLLC, etc.)
Discussion on strategy for structuring, formation, or conversion of your business
Discussion on necessary documents required for current and future equity holders in your company
Please note that this call is limited to a 30-minute advisory meeting and will not include any legal documents, which can be purchased separately.
Tax advice will not be included.
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$1,500 for New York, Arizona, or Nebraska
$1,250 for All Other States
* Filing Fees will be billed separately
Service Includes:
LLC Name Availability Check
Obtaining a Registered Agent
Preparation and Filing of Articles of Organization or Certificate of Formation
Expedited Processing with the Secretary of State
Newspaper Publications (NY, AZ, NE)
Preparation and Filing of Certificate of Publication for Certain States (NY, AZ, NE)
Obtaining an Employee Identification Number (EIN) with the IRS
Single-Person Operating Agreement
Meeting Minutes
Entity monitoring with Secretary of State for 1 Year
Filing of Beneficial Ownership Information (BOI) with FinCen
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$1,250
* Filing Fees will be billed separately
Service Includes:
Name Availability Check
Obtaining a Registered Agent
Expedited Processing with the Secretary of State
Preparation and Filing of Articles of Organization or Certificate of Formation/ Incorporation
Preparation of Single Member Bylaws
Preparation of Action by Incorporator
Preparation of Single Member Restricted Stock Purchase Agreement
Preparation of Confidentiality and IP Assignment
Preparation of Board Consent Form
Obtaining an Employee Identification Number (EIN) with the IRS
Meeting Minutes
Entity monitoring with Secretary of State for 1 Year
Filing of Beneficial Ownership Information (BOI) with FinCen
*For Non-Profits, we only handle the filing process. We do not handle the 501(c)(3) form.
*An S-Corp is a tax election handled made after filing a corporation, which is not included in our services.
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$1,500
* Filing Fees will be billed separately
* Average processing time varies by state (New York State processing is between 6-8 months)
Service Includes:
Name Availability Check
Compliance Check for PLLC Services or PC Services
Preparation and Filing of the PPE Affidavit
Preparation and Filing of Certificate of Authority (with NY Department of Education)
Obtaining a Registered Agent
Preparation and Filing of State Formation Documents
Obtaining Certified Checks
Expedited Processing with the Secretary of State
Newspaper Publications (NY, AZ, NE)
Obtaining an Employee Identification Number (EIN) with the IRS
Single-Person Operating Agreement/Bylaws
Meeting Minutes
Entity monitoring with Secretary of State for 1 Year
Filing of Beneficial Ownership Information (BOI) with FinCen
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$3,500
We provide a bundled package of the below-listed documents which include:
Two 15-Minute Strategy Calls
Filing your Business Entity (Includes Filing Fees)
Action by Incorporator
Bylaws or Operating Agreement
Restricted Stock Agreement or Equity Ownership Agreement
Notice of Meeting, Meeting Minutes, and Board Consent
Shareholder Agreement
Advisor Agreement
Confidentiality and IP Assignment Agreement
Filing of Beneficial Ownership Information (BOI) with FinCen
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$450
*Filing Fees will be billed separately.
Service includes:
Name Check
Preparing and Filing the Certificate of Assumed Name
Expedited Processing
All Correspondence with the Secretary of State and County Clerks
Monitoring with the Secretary of State for 1 year
Conversions, Dissolutions, & Amendments
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$3,500
*This does not include filing fees, which will be billed separately
Service Includes:
30-Minute Strategy Call
Name Check Availability
Preparation and Filing of Certificate of Dissolution
Preparation and Filing of Certificate of Conversion
Expedited Processing with the Secretary of State
Conversion of Corporate Formation Documents
Action by Incorporator
Certificate of Incorporation or Articles of Organization
Bylaws
Restricted Stock Agreements (RSA)
Confidentiality and Intellectual Property Assignment Agreements
Board Consent
Update of CapTable
Obtaining an Employee Identification Number (EIN) with the IRS
Formal Letter to the IRS informing them of conversion.
Monitoring with Secretary of State for 1 Year
Please note that if you have any outstanding contracts, service agreements, or filings with the USPTO for trademarks or other intellectual property, transferring these documents will be a separate fee.
This fee does not include any taxes you may owe which must be paid prior to dissolution or conversion.
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$650
* Filing Fees will be billed separately
Service Includes:
15 Minute Strategy Call
Preparation and Filing of Certificate of Dissolution
Expedited Processing with the Secretary of State
Formal Letter to the IRS informing them of dissolution for EIN
Monitoring Annual Reports
Entity monitoring with Secretary of State for 1 Year
This fee does not include any taxes you may owe which must be paid prior to dissolution or conversion.
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$750
* Filing Fees will be billed separately
Service Includes:
15 Minute Strategy Call
Name Availability Check
Obtaining a Registered Agent
Preparation and Filing of Foreign Application
Expedited Processing with the Secretary of State
Obtaining an Employee Identification Number (EIN) with IRS
Entity monitoring with Secretary of State for 1 Year
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$350
* Filing Fees will be billed separately
Service Includes:
15 Minute Strategy Call
Preparation and Filing of Certificate of Amendment
Includes change of Legal Entity Name, Change of Incorporator, Change of Registered Agent, Change of Business Address
Expedited Processing with the Secretary of State
Entity monitoring with Secretary of State for 1 Year
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$250
*If applicable, filing fees will be billed separately.
Business Formation
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$450 - Single-Owner Operating Agreement
$850 - Multi-Member Operating Agreement
An Operating Agreement is a standard internal agreement that outlines the policies, rules, procedures, and structure of the LLC. This includes, but is not limited to:
Voting Structure
Membership Interests
Officer Positions
Profit & Loss Distribution
Dissolution
Capital Contributions (if any)
Withdrawal and/or Transfer of Interest
Board and Member Meetings
*Required by law in certain jurisdictions.
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$650
A Membership Interest Agreement outlines the ownership interest of any particular Member of the LLC.
We provide a template tailored to your business that you can continue to use for Members as your business grow.
Agreement includes, but is not limited to:
Equity or Payment Structure
Vesting Schedule
Services required by Member
Term & Termination
Limitations on Transfer
Confidentiality and IP Assignment
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$650
An Advisor agreement allows your business to provide equity, payment, or a combination of both to an advisor in exchange for their services. In this agreement, items we include are:
Equity or Payment Structure
Vesting Schedule
Services required by Advisor
Term & Termination
Limitations on Transfer
Confidentiality and IP Assignment
Business Formation Documents
Limited Liability Company
Corporation
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$450 - Single-Shareholder Bylaws
$850 - Multi-Shareholder Bylaws
Bylaws are a standard internal agreement that outlines the policies, rules, procedures, and structure of a Corporation. This includes, but is not limited to:
Board and Member Meetings
Voting Structure
Officer and Board Positions
Anti-Dilution (if any)
Profit & Loss Distribution
Dissolution
Capital Contributions (if any)
Withdrawal and/or Transfer of Interest
*Required by law in certain jurisdictions.
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$650
A Restricted Stock Agreement (RSA) limits a stockholder’s ability to sell stock on the open market or transfer their stock outside the confines of the corporate structure.
We provide a template tailored to your business that you can continue to use for stockholders.
Agreement includes, but is not limited to:
Number of Shares
Vesting Schedule
Restriction of Transfer
Right of First Refusal
SEC Regulations and Compliance
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$650
An Advisor agreement allows your business to provide equity, payment, or a combination of both to an advisor in exchange for their services. In this agreement, items we include are:
Shares
Vesting Schedule
Services required by Advisor
Term & Termination
Restrictions on Transfer
Confidentiality and IP Assignment
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$450
This is an agreement that ensures that all information received remains confidential, and any intellectual property created belongs to the Corporation.
Correspondence
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$225 + Filing Fees
We provide you with an update on the current status of your business and if any additional payments or filings are required. This includes, but it is not limited to:
Checking the status of your legal entity
Checking if any outstanding business taxes are due
Checking on the status of a filed document with the Secretary of State
Calling the IRS (in some circumstances)
Filing of Beneficial Ownership Information (BOI) with FinCen
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$350
The IRS requires a formal letter to update them on your EIN when dissolving or converting your legal entity.
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$225 + Filing Fees
Several states require legal entities to pay an annual fee and/or franchise taxes.
By hiring LVLUP Legal to file your annual fee and/or franchise tax, we will handle the entire process filing process and monitor your legal entity for compliance requirements for a full year.