The Ultimate Annual Compliance Guide for California Corporations
Tired of vague reminders and incomplete checklists? This isn’t that.
This detailed, attorney-developed corporate maintenance checklist walks you through everything a California for-profit corporation should review each year to stay compliant, protect its legal status, and stay ready for audits, growth, or a sale.
Whether you’re a founder, office manager, paralegal, or in-house counsel, this is your one-stop annual review guide — complete with context, practical tips, legal explanations, and helpful prompts for real-life business scenarios.
✅ What’s Inside:
Clear explanations and real-world tips — not just sterile bullet points.
Filing deadlines and links for California Secretary of State, Franchise Tax Board, and IRS compliance.
Corporate Transparency Act (CTA) compliance steps explained in plain English.
Best practices for shareholder and board meetings, including templates you can plug into.
Special considerations for S-corps, close corporations, professional corporations, and benefit corporations.
Guidance on buy-sell agreements, insurance, contract renewals, employment compliance, and more.
A full section on spotting and planning for major events like mergers, asset sales, or entity conversions.
📎 Format:
Editable Microsoft Word (.docx)
Cleanly organized into 10 sections, with checkbox formatting and margin room for notes
Designed to be used annually and adapted over time as your business evolves
👩💼 Who This Is For:
Small business owners maintaining their own corporate records
Law firms or CPAs offering corporate compliance support
Startup teams or professional corporations doing annual legal hygiene
Any California corporation that wants to stay out of trouble — and ahead of the game
Don’t just stay compliant. Stay prepared, protected, and in control.
Instant download available after purchase.
