1. Initial Consultation. We have an initial consultation to discuss the mechanics of forming an LLC (Limited Liability Company).  Ideally, you have already met with your CPA who advised that creating a limited liability company would be beneficial to you from a tax perspective. Also, it would be helpful if you would have picked out a name for your LLC prior to our meeting.

2. Second Meeting. During this meeting, you sign the Certificate of Formation and Consent to Serve as Registered Agent. A registered agent is someone who accepts service of process on the LLC's behalf.

3. Filing. Certificate of Formation and Consent to Serve as Registered Agent are filed with the Washington Secretary of State's office. If you choose to expedite filing, the filing fee is $195.00 and it will take approximately two weeks. If you choose not to expedite filing, the filing fee is $175.00 but the process could take considerably longer.

4. Receipt of Confirmation from Secretary of State's office.   Our office will receive confirmation that your LLC has been formed, including your official certificate and UBI number. At that point, a valid LLC will exist.

5. Letter of Instruction. You will receive a letter of instruction that explains the mechanics of operating your new limited liability company.

6. Third Meeting. You will meet again with someone in our office. At that point, you will conduct an initial meeting of the members of your new LLC. Your operating agreement will be approved at this time. Your operating agreement is a very technical document, so I will require your CPA to approve of it prior to this meeting to ensure it meets your needs from a tax perspective.

7. LLC Minute Book. Your LLC minute book will be set up and mailed to you.

Any questions? Please contact Stacey's office at inquiry@staceyromberg.com

This overview provides general information and not legal advice or opinions on specific facts.