Our Legal Services

We focus on four core areas of law to support small businesses, nonprofits, and entrepreneurs:

✦ Small Business – formation, contracts, employment, and exit planning

✦ Nonprofit – formation, bylaws, compliance, and board advising

✦ Intellectual Property – trademarks, copyrights, and patent support

✦ Tax & Business Advisory – tax preparation, planning, compliance, payroll, and growth strategy

Small Business

We provide flat-fee, project-based legal services that support small businesses at every stage. Whether you’re starting out, expanding operations, or planning your next chapter, we are here to help!

✦ Single and multi-member limited liability companies (LLC)
✦ Corporations
✦ Changing entity types
✦ Moving business to another state
✦ Single member and multi-member operating agreements
✦ Bylaws for closely held corporations
✦ Buy/sell agreements
✦ Shareholders agreements
✦ Contract drafting and document review
✦ Business and service agreements
✦ Negotiation support and deal advising
✦ Confidentiality and liability documents
✦ Legal demand letters
✦ Financing and purchase agreements
✦ Legal counsel and guidance
✦ Employee offer letters and confidentiality agreements
✦ Independent contractor agreements
✦ First hire consulting
✦ Employee handbooks
✦ Subcontractor agreement
✦ Commercial lease review
✦ Negotiation of terms
✦ Letter of intent (LOI)
✦ Consultation about personal guaranty and other terms
✦ Rights for termination
✦ Redlining and revision
✦ Privacy policy
✦ Terms of use
✦ End user license agreement
✦ DMCA disclaimer
✦ State and federal securities compliance
✦ SAFE notes
✦ Promissory notes
✦ Convertible notes
✦ Investor due diligence and compliance
✦ Tax counsel regarding raising capital

Nonprofit

We work with nonprofits of all sizes to build strong foundations and keep operations running smoothly. From formation to governance and compliance, our team helps you protect your mission and your community.

✦ Public benefit and charitable organizations
✦ Membership-based organizations
✦ Community organizing groups and social clubs
✦ Tax exempt application for charitable organizations organized under Section 501(c)(3)
✦ Tax exempt applications for organizations organized under other subsections of Section 501(c)
✦ Reclassification of charitable organization status
✦ Articles of incorporation, bylaws and written consents
✦ Fiscal sponsorship agreements
✦ Memorandums of understanding
✦ Conflict of interest and annual conflict of interest disclosure statement
✦ Gift policy
✦ Volunteer handbooks
✦ Volunteer liability waivers

Intellectual Property Services

Most businesses have valuable intellectual property to protect and safeguard. We can help with all of your IP needs, no matter the type.

✦ Trademark viability search
✦ Federal and state trademark application
✦ USPTO office action responses
✦ Trademark coexistence and licensing agreements
✦ Infringement analysis
✦ Cease and desist letters
✦ Trademark assignments and ownership transfers
✦ Federal copyright registration
✦ Permission and licensing requests
✦ Assignment and transfer agreements
✦ Fair use and infringement analysis
✦ Cease-and-desist letters for infringing works
✦ Patent application drafting and filing
✦ Provisional and non-provisional utility patents
✦ Design and plant patents
✦ Patent viability reviews
✦ Assignment agreements and ownership transfers

Tax & Business Advisory Services

We take the stress out of tax season for small businesses and nonprofits. From filing to long-term planning, we help you stay organized and compliant year-round.

✦ Tax structure selection and entity formation advice
✦ Federal and state tax ID registrations
✦ Business license guidance and compliance requirements
✦ Support with sales tax, local tax, and multi-state compliance
✦ Initial tax planning strategies to set your business up for success
✦ Quarterly and annual tax planning consultations
✦ Review and optimization of business expenses and deductions
✦ Business forecasting and financial goal setting
✦ Tax implications of expansion, hiring, or new revenue streams
✦ Advice on payroll, contractor payments, and tax withholdings
✦ Collaboration with your bookkeeper or accountant to ensure continuity and clarity
✦ Succession planning and exit strategies with a tax-smart approach
✦ Guidance on mergers, acquisitions, and business sales

Hourly Legal Services

We are available to meet with clients to provide counsel and support on a variety of topics, depending on your needs. Please reach out if you'd like to schedule a paid 30 minute or hour long meeting. This may be useful for discussing things like:

✦ Answering additional questions about your legal matters

✦ Exploring a new business opportunity

✦ Obtaining counsel and direction on a pending business dispute

✦ Discussing hiring processes and steps for expanding your team

✦ And more!