Business Annual Paperwork Template

Business Annual Paperwork Template

Company Identification

Sole Proprietor Partnership LLC Corporation Other

WHEREAS Recitals

WHEREAS, Company Name: is required to prepare, assemble and verify its annual corporate records, filings and related administrative items for the fiscal period identified above;

WHEREAS, Preparer: has the experience and capacity to assist with preparation of annual paperwork, filings and administrative reconciliations under the terms set forth in this template;

NOW, THEREFORE, the parties hereby agree as follows.

Scope of Work

The Preparer shall perform the following tasks on behalf of the Company. The Preparer's duties include preparation, review and assembly of corporate records and filings, completion of mandatory annual reports, reconciliation of corporate minute book materials, and preparation of correspondence necessary to effectuate timely filings and renewals.

Payment Terms

Company shall pay Preparer for services in accordance with the fee schedule below. Payment shall be made in U.S. dollars and exclusive of any government filing fees unless otherwise stated.

Late payments shall incur a late fee equal to per month on the outstanding balance, or the highest amount allowed by applicable law, whichever is less. Preparer may suspend services for invoices unpaid more than days after written notice.

Term and Termination

This Agreement commences on Start Date: and continues until End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for convenience upon prior written notice of days. Termination for material breach is effective upon written notice if the breaching party fails to cure within 30 days after receipt of notice specifying the breach.

Confidentiality

For purposes of this Agreement, "Confidential Information" means non-public business, financial, technical and legal information disclosed by one party to the other, whether orally, in writing, or by inspection. Confidential Information does not include information that (a) is or becomes publicly known through no breach by the receiving party; (b) is rightfully received from a third party without restriction; (c) is independently developed without use of the disclosing party's Confidential Information; or (d) is disclosed pursuant to judicial or governmental order, provided the receiving party gives prompt notice and cooperates to seek protective measures.

The receiving party shall (i) hold Confidential Information in strict confidence; (ii) use it only to perform obligations under this Agreement; and (iii) restrict disclosure to those employees, agents or contractors who have a need to know and are bound to confidentiality obligations at least as protective as those herein. These obligations survive termination for a period of three (3) years, except for trade secrets which shall remain protected for as long as they qualify as trade secrets under applicable law.

Annual Filings Checklist

The parties acknowledge the following items are to be reviewed and completed as applicable during each annual cycle:

Annual report completed and filed Franchise tax / state fees paid Business license renewals completed Registered agent information confirmed Corporate minutes and resolutions updated

Governing Law; Entire Agreement

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to principles of conflicts of law. The parties hereby submit to the exclusive jurisdiction of the state and federal courts located in that State for resolution of disputes.

This Agreement, including any schedules and attachments executed contemporaneously, constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, proposals and communications, whether written or oral. No modification shall be effective unless in writing and signed by both parties.

Attachments and Additional Instructions

By checking the box below, the Authorized Representative certifies that the information provided in this template is true, complete and accurate to the best of their knowledge and that they are authorized to retain the Preparer for the services described.

I certify the foregoing

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