Hello, I'm attorney Elizabeth Potts Weinstein, and today, I'll guide you through the process of using Incfile to create a California Limited Liability Company (LLC). Incfile is a budget-friendly option that I’ve previously reviewed alongside other LLC formation services. Today, we’ll explore its functionality in real-time by creating a California LLC and discuss the steps to shut it down later to avoid ongoing fees.

Getting Started with Incfile

To begin, visit Incfile's website. Their homepage emphasizes business creation with options to "Incorporate Now" and "Start My Business." Scroll down to learn more about starting an LLC, watch informational videos, and understand their transparent fee structure, which highlights no hidden fees—only state fees apply. Currently, California waives formation fees, so you'll only need to pay $5 for a certified copy, instead of the usual $70.

Choosing the Right Package

Incfile offers several packages with various features:

1. Silver Package: Free basic filing with one year of registered agent service.
2. Gold Package: Adds EIN, operating agreement, and banking resolution for $149.
3. Platinum Package: Includes everything in Gold plus business contract templates, expedited filing, domain name, and business email for $299.

We’ll opt for the Silver Package.

Filling Out Your Information

You’ll need to provide your contact information and company details. For privacy, I recommend using Incfile’s virtual address service for $29/month, ensuring your personal address stays off public records.

Steps to Complete:

1. Entity Type: LLC
2. State of Formation: California
3. Company Name: EPW Coaching LLC
4. Business Type: Personal Services
5. Management Structure: Member-managed
6. Registered Agent: Incfile (free for the first year)
7. Additional Services: Decide if you want an EIN, banking assistance, etc.

Finalizing Your Order

After inputting your details and selecting any additional services, review your order. The total cost for this example was $34, covering the certified copy and virtual address service.

Post-Order Process

Once the order is placed, Incfile will:

1. Conduct a name search.
2. File the necessary documents with the state.
3. Notify you via email of the filing status.

In California, electronic filings typically take a few days but are backdated to the filing date once accepted.

Accessing and Managing Your LLC

After Incfile completes your filing, you'll receive your filed documents, including the Articles of Organization and Statement of the Organizer. To manage your LLC:

1. Log in to Incfile: Use the access code sent to your email.
2. Virtual Mailbox: Complete USPS Form 1583 for address verification, which requires notarization.
3. Review and Confirm: Verify your order and make any necessary changes within the provided time frame.

Conclusion and Next Steps

Your California LLC should now be active, and you can verify its status on the California Secretary of State's website. The next video will cover how to gain direct access to your LLC’s records and file necessary documents like the Statement of Information.