Services

Personalized Tax Law Solutions, Built Around You

We offer strategic service plans designed to fit your needs—whether you're just getting started or managing complex tax matters. No guesswork. Just clear, customized solutions that move you forward with confidence.

Comprehensive Services

(Recommended for New Clients)

    • 2 Meetings with Senior Attorney (or Partner Attorney) (up to 1 hour each).

    • Senior Attorney will build your Trifecta diagram (business, assets, estate, tax) and Tax & Legal Implementation Plan.

    • Review of most recent tax return(s) as part of building Trifecta Diagram and Implementation Plan.

    Click here to Schedule a Comprehensive Tax & Business Planning Consulation

    • Revocable Living Trust and Will planning your estate and avoiding probate.

    • Trifecta diagram and consult with Attorney up to 2 hours on your estate and trifecta plan with action items and recommendations to properly execute your plans for your estate and loved ones.

    • Includes trust, wills, powers of attorney finances and health care, advance directive/living will, and other ancillary docs.

    • Senior Attorney or Partner

    Click here to Schedule a Comprehensive Estate Plan Consultation

    • Trifecta diagram (business, assets, estate) with recommendations and action items. 

    • Consult with Attorney up to 1.5 Hour regarding business entity structuring and entity tax questions (new or existing). 

    • Includes new entity set-up or clean-up or amendments to an existing entity.

    * Not available for Partnership Entities or Multi-Member IRA LLC’s*

    Click here to Schedule a Comprehensive Entity Setup

Operations

    • LLC Set-Up with state and all required docs. 

    • Consult with Attorney up to 1 hour on legal and tax and questions for the new entity. 

    • We file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.

    Click here to Schedule a Single-Member LLC Setup

    • LLC Entity Set-Up with state and all required docs. Includes additional consideration and drafting of partnership provisions into the LLC operating agreement (partnership terms) beyond standard LLC set-up.

    • Consult with Attorney up to 1.5 hour on legal and tax and questions for the new entity.

    • We analyze best tax status, document terms, and file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book

    Click here to Schedule a Partnership Setup

    • Attorney review of existing entity docs and recommended changes and additions.

    • Consult with Attorney up to 30 minutes on entity and recommend changes and additions.

    • Draft changes and complete any missing documents (operating agreement, minutes, etc.)

      *Not available for partnerships or multi-member IRA LLC’s*

    Click here to Schedule an Entity Cleanup

    • S-Corp Set-Up with state and all required docs. File s-election with IRS.

    • Consult with Attorney up to 1 hour on legal and tax and questions for the new entity.

    • We file all docs with state, obtain IRS EIN, and complete operating bylaws, minutes, and corporate book.

    Click here to Schedule an S-Corporation Setup

    • Prepare HRA (health reimbursement arrangement) document for company for tax savings on health care expenses.

    • Consult with Attorney up to 30 minutes on HRA and how health care expenses can be reimbursed and written off.

    • HRA is for business owners.

    Click here to Schedule a Health Reimbursement Arrangement (HRA)

Assets

    • Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs

    • Consult with Attorney up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.

    • Includes IRA LLC operating agreement and specific clauses IRA custodians require for an IRA or 401k to own an LLC. We file with state, obtain EIN, and prepare company minutes and corporate book.

    Click here to Schedule a Single-Member IRA/LLC Setup

    • Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs

    • Consult with Attorney up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.

    • Includes IRA LLC operating agreement and specific clauses IRA custodians require for an IRA or 401k to own an LLC. We file with state, obtain EIN, and prepare company minutes and corporate book.

    Click here to Schedule a Partnership IRA/LLC Setup

    • Set up Solo 401(k) using our law firm’s IRS pre-approved solo 401(k) docs tailored to your company.

    • Consult with Attorney up to 1 hour on Solo 401(k) on plan docs, qualification, contribution, conversions, and self-directing.

    • Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.

    Click here to Schedule a Solo 401(k) Setup

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!

darren@darrencherrington.com

(888) 801-0010