ITrailhead
A focused consultation to understand what you are building, who else is involved, and where you expect to be in three years. Entity choice follows from those answers, not the other way around.
IISurvey
I check name availability with the California Secretary of State before anything is filed. Then we settle the business address, agent for service of process, ownership, and management structure. These decisions belong on the map before the filing goes in. Correcting them later can mean additional filings, amendments, and fees.
IIIStake
I file the Articles, pay the filing fee, and confirm the expected approval date with you. You receive the filing record when it is submitted and the approval acknowledgment when it clears. Once the entity is approved I send you instructions for obtaining your own EIN, which keeps your Social Security number in your hands rather than my file.
IVBasecamp
Congrats! The entity is formed! Now it needs the documents that govern it. I draft your operating agreement or bylaws, prepare the supporting documents, and assemble everything into a records portfolio that ships to you.