Business Planning
Prepare now so that you (or your family) do not have to pay later
Whether it is forming the entity or creating contracts and agreements, we are with you as much as you need. We are happy to work with your CPA as needed to get you the desired results. We can help you as you grow with things such as employment agreements, earn in agreements, reviewing loan documents, and more. We can be your registered agent if needed.
Business Planning
Prepare now so that you (or your family) do not have to pay later
Whether it is forming the entity or creating contracts and agreements, we are with you as much as you need. We are happy to work with your CPA as needed to get you the desired results. We can help you as you grow with things such as employment agreements, earn in agreements, reviewing loan documents, and more. We can be your registered agent if needed.
New Clients:
If this is your first time working with Pattie, please follow the following steps: Please go to https://calendly.com/pchristensenesq and select the option LLC Formation. As part of the registration process, you will be sent a link to an online business formation questionnaire. Please complete as much of the information as you can and submit it. Pattie will follow up with any questions. Note that meetings are not typically required but can take place if needed. The legal fee for setting up the entity is paid at the time of booking. This fee does NOT include the state filing fee since that varies from state to state. You will be advised of the filing fee for the particular state you are wanting. You may also click here for the Business Planning Packet.
Existing Clients:
If you have an existing relationship with Pattie, simply email Pattie with your issues. You may use whatever email address you have on file for Pattie. To schedule phone calls, meetings or zoom meetings, simply go to https://calendly.com/pchristensenesq and select the desired type and duration of meeting. When setting up the meeting, please state the purpose of the meeting. Do NOT select the LLC Formation option for ongoing work as it charges a fixed fee that is higher than the hourly fee.
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We provide superior customer service
with an eye and mind towards details.
Informed Decisions Are Best
Gain clarity in these areas
Strategies for Reducing Wealth and Transfer Taxes
A. Lifetime Gifts The current gift tax program permits a person to transfer up to $18,000 (2024) worth of gifts of a present interest per
Deciding On A Business Type
So you have a great business idea. Now it’s time to form the company. Partnership? LLC? S-corp? C-corp? There are three basic entity types: partnerships,
Estate Planning for Alternative Lifestyles*
Whether or how one uses the term “alternative lifestyle” aside, the laws surrounding estate planning are predicated on a certain family structure. That family structure