Start an IRA LLC in California

For simple startups ready to form and open a bank account. Includes state filing fees

California state filing fee included

• Special Purpose LLC for Self-Directed IRA Account
• Federal Tax ID/EINThe Employer Identification Number (EIN) is an IRS-issued tax identification number for your business. It is required to open business bank accounts, separate personal and business finances, file business taxes, hire employees, and establish business credit.
• Corporate BookState Filing Fee – Required fee paid to the state to officially register the business Preliminary Name Search – Check to confirm the business name is available before filing Banking Resolution – Authorization allowing the company to open and manage bank accounts Certificate or Articles of Incorporation or Organization – Document that legally creates the company with the state Company and Corporate Minutes – Written records of important company decisions and meetings Corporation Bylaws or LLC Regulations – Internal rules that explain how the business is managed Corporate Stock or LLC Membership Certificate(s) – Documents showing ownership in the company Corporate or Company Seal – Official seal used on important company documents
• Operating AgreementAn Operating Agreement is a foundational document that defines the rights, duties, and responsibilities between the LLC and its owner(s). Whether your LLC has one member or multiple members, this agreement sets forth the business purpose, internal rules, and operational structure of the company. For multi-member LLCs, it functions similarly to a partnership agreement, outlining how decisions are made, how profits and losses are shared, and how ownership changes are handled. For single-member LLCs, it helps establish the LLC as a separate legal entity and clarifies the relationship between the member and the company. At Spiegel & Utrera, P.A., we prepare a customized Operating Agreement as part of your LLC formation, giving you the opportunity to review and tailor it with the guidance of an attorney to ensure full legal compliance and operational clarity.
• Sub Chapter “S” Tax Status - US Citizen or Permanent ResidentSubchapter S Tax Election is an IRS election that allows a corporation or LLC to be taxed as an S Corporation. This tax status may help lower self-employment taxes by allowing eligible owners to receive part of their income as distributions instead of wages, which are generally not subject to payroll taxes. It also provides single-layer taxation, meaning business profits pass directly to the owner’s personal tax return, avoiding corporate-level income tax.
• Indemnification Agreement and Covenant Not to SueThe Indemnification Agreement and Covenant Not to Sue helps protect company owners, officers, and directors from personal liability related to actions taken on behalf of the business. It may provide coverage for legal costs and claims arising from business decisions made in good faith, helping reduce the personal financial exposure of those responsible for managing the company.
• Unlimited Legal Advice for One Year
• California Statement of Information (Mandatory Under CA Law)Every California corporation shall file an initial Statement of Information with the State of California within 90 days after filing its original Articles of Incorporation. A corporation is required to file this statement even though it may not be actively engaged in business at the time this statement is due. Failure to file this Statement of Information by the due date will result in the assessment of a $250 penalty.

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Set your business for success by avoiding double taxation, ensuring financial protection, and receiving unlimited on-demand legal support. Includes state filing fees

California state filing fee included

• Special Purpose LLC for Self-Directed IRA Account
• Federal Tax ID/EINThe Employer Identification Number (EIN) is an IRS-issued tax identification number for your business. It is required to open business bank accounts, separate personal and business finances, file business taxes, hire employees, and establish business credit.
• Corporate BookState Filing Fee – Required fee paid to the state to officially register the business Preliminary Name Search – Check to confirm the business name is available before filing Banking Resolution – Authorization allowing the company to open and manage bank accounts Certificate or Articles of Incorporation or Organization – Document that legally creates the company with the state Company and Corporate Minutes – Written records of important company decisions and meetings Corporation Bylaws or LLC Regulations – Internal rules that explain how the business is managed Corporate Stock or LLC Membership Certificate(s) – Documents showing ownership in the company Corporate or Company Seal – Official seal used on important company documents
• Operating AgreementAn Operating Agreement is a foundational document that defines the rights, duties, and responsibilities between the LLC and its owner(s). Whether your LLC has one member or multiple members, this agreement sets forth the business purpose, internal rules, and operational structure of the company. For multi-member LLCs, it functions similarly to a partnership agreement, outlining how decisions are made, how profits and losses are shared, and how ownership changes are handled. For single-member LLCs, it helps establish the LLC as a separate legal entity and clarifies the relationship between the member and the company. At Spiegel & Utrera, P.A., we prepare a customized Operating Agreement as part of your LLC formation, giving you the opportunity to review and tailor it with the guidance of an attorney to ensure full legal compliance and operational clarity.
• Sub Chapter “S” Tax Status - US Citizen or Permanent ResidentSubchapter S Tax Election is an IRS election that allows a corporation or LLC to be taxed as an S Corporation. This tax status may help lower self-employment taxes by allowing eligible owners to receive part of their income as distributions instead of wages, which are generally not subject to payroll taxes. It also provides single-layer taxation, meaning business profits pass directly to the owner’s personal tax return, avoiding corporate-level income tax.
• Indemnification Agreement and Covenant Not to SueThe Indemnification Agreement and Covenant Not to Sue helps protect company owners, officers, and directors from personal liability related to actions taken on behalf of the business. It may provide coverage for legal costs and claims arising from business decisions made in good faith, helping reduce the personal financial exposure of those responsible for managing the company.
• Unlimited Legal Advice for One Year
• California Statement of Information (Mandatory Under CA Law)Every California corporation shall file an initial Statement of Information with the State of California within 90 days after filing its original Articles of Incorporation. A corporation is required to file this statement even though it may not be actively engaged in business at the time this statement is due. Failure to file this Statement of Information by the due date will result in the assessment of a $250 penalty.