INCORPORATION
IS JUST
THE
BEGINNING
INCORPORATION
IS JUST
THE
BEGINNING
Formation and annual legal maintenance for corporations and LLCs.
INCORPORATION
IS JUST
THE
BEGINNING
INCORPORATION
IS JUST
THE
BEGINNING
Formation and annual legal maintenance for corporations and LLCs.
Corporate Wellness Program
What I Do
Whether I formed your business or you come to me with an existing entity, I help keep the legal side of your business current as it changes—including governing documents, ownership and management records, key business decisions, and required state filings.
I call this ongoing support the Corporate Wellness Program: an annual legal-maintenance service for your corporation or LLC.
After your entity is formed or brought up to date, you have a clear legal home for the work that follows—with predictable annual pricing, registered-agent service, and year-round support when governance questions or business changes arise.
Routine legal maintenance does not become another hourly-billing decision.
Why Your Tax Advisor Recommends This
The Legal Work Behind the Tax Strategy
Your tax advisor helps you make decisions about your business’s tax strategy and structure. But the entity also needs legal documents and records that reflect how the business is actually owned, managed, and operated.
As your business changes, ownership, management, and key decisions need to be properly documented. Without current legal records, questions can arise about whether the business has been consistently maintained as separate from its owner. In serious cases, that issue is often described as piercing the corporate veil.
How We Work Together
Your Tax Advisor
Tax strategy, financial planning, wealth building
Mallori Rose Law
Entity formation, governance documents, periodic filings, and ongoing legal maintenance
I coordinate with your tax advisor to help keep your tax strategy and legal entity structure aligned as your business evolves.
How We Work Together
Your Tax Advisor
Tax strategy, financial planning, wealth building
Mallori Rose Law
Entity formation, governance documents, periodic filings, and ongoing legal maintenance
I coordinate with your tax advisor to help keep your tax strategy and legal entity structure aligned as your business evolves.
Corporate Care Services
When Your Business Needs More Than Routine Maintenance
As your business grows or changes, some matters require legal work beyond the Corporate Wellness Program’s routine annual maintenance. Corporate Wellness Program clients can work with me on separately scoped Corporate Care Services, including ownership or management changes, governing-document amendments, business closures, and out-of-state registration or expansion-related needs.
Before beginning work outside the Program’s scope, I explain the recommended next steps and provide a clear scope and quote.
If your needs fall outside my practice scope, I will let you know and, when appropriate, help you identify the right type of professional to contact.
Corporate Care Services
- Multi-state expansion or foreign qualification
- Ownership or management changes
- Amendments to governing documents
- Business closures
- Other entity-structure changes
OUTSIDE My Scope
- Tax strategy
- Estate planning
- Contracts
- General legal counsel unrelated to entity governance
Common Questions
Your entity may be simpler to maintain, but it still needs ongoing legal attention.
Even with one owner, your corporation or LLC should have appropriate governing documents, organized records, and current state filings. When the business changes, the legal record should reflect those changes. These items are easy to postpone when there is no partner, board, or internal team keeping track of them.
The Corporate Wellness Program keeps that legal housekeeping current, so you do not have to manage it yourself.
Yes. I require clients to work with a CPA or tax advisor so your business decisions can account for both tax and legal considerations.
Tax strategy and legal entity maintenance are closely connected: entity selection, tax elections, ownership changes, and governance decisions can all have tax implications.
I handle the legal structure, documents, and ongoing entity maintenance. Your CPA or tax advisor provides tax advice and handles tax reporting and compliance. I coordinate with your tax advisor to help keep your tax strategy and legal entity structure aligned as your business evolves.
Questions? Schedule a free consultation.
The Corporate Wellness Program is the legal maintenance plan for your business entity.
It is designed to keep the legal side of your business organized as your business operates and evolves. The program includes registered-agent service, annual entity-record review and updates, written consents as appropriate, periodic state filings within the agreed scope, and year-round access for governance questions.
I also coordinate with your tax advisor to help keep your tax strategy and legal entity structure aligned as your business evolves.
Rather than waiting until a filing is due or a problem arises, you have a legal maintenance plan that keeps your entity records current throughout the year.
Ready To Get Started?
If you are ready to move forward, complete the Get Started form to tell me about your business. I will review your information and follow up with the appropriate next step—whether that is formation for a new business or a Wellness Assessment & Remediation for an existing entity.
STILL HAVE QUESTIONS?
That’s exactly what the consultation is for — let’s talk first.