Annual maintenance checklist

As your CPA firm we would like to take this opportunity to remind you of general matters of corporate maintenance and encourage you to contact us if we can be of any assistance with the following:

  1. CORPORATE OR LLC MINUTES PREPARED AND CURRENT?
  2. STORED, OUT-DATED BUSINESS RECORDS DESTROYED?
  3. PROMISSORY NOTES BETWEEN OFFICERS/DIRECTORS/SHAREHOLDERS EXECUTED?
  4. ANNUAL REPORTS TO SECRETARY OF STATE CURRENT?
  5. BUSINESS BUY-SELL AGREEMENTS IN PLACE?
  6. INSURANCE COVERAGE REVIEWED: ADEQUATE AND IN PLACE?
  7. PERSONAL USE OF CORPORATE AUTO?

We are committed to your success. Please feel free to call upon us to assist you with any of the issues outlined above.