Flanagan Legal Services LLC
It is manageable; let us show you how.
20190325 prof photo from Julie Jacob at Rose City Coffee Co..jpg

Services

Demystifying
legal-ese.

 

What’s weighing on your mind?
Here’s how we can help.

Photo credit Julie Jacob of  Traveling Julie Photography  and  PDX Business Photos  ( instagram ).

Photo credit Julie Jacob of Traveling Julie Photography and PDX Business Photos (instagram).

 

Business

Entity selection, formation, and ongoing compliance

  • Choice of Entity guidance

  • Secretary of State filings

  • Business license registrations

  • Annual corporate meeting support

  • Sole proprietorship: EIN, tax implications, and best practices

  • LLC: formation, Operating Agreement, annual meeting minutes

  • S Corporation: formation, annual meeting minutes

  • C Corporation: formation, annual meeting minutes

  • Non-Profit: formation, annual reporting

Contracts and Agreements

  • Asset Purchase Agreements

  • Buy/Sell Agreements

  • Commercial Leases

  • Due Diligence Support

  • Promissory note drafting and negotiation

  • Service contract

General Business Support

  • Business succession planning

  • Registered Agent for out-of-state businesses operating in Oregon

  • Employee vs. independent contractor

  • Employment tax filings: social security, unemployment, medicare

  • Regulatory requirements


Tax

Individuals

  • Personal tax returns, multi-state or multi-jurisdictional

  • Review and planning for individuals & families

  • Multiple unfiled years (without shame or guilt)

  • Payment plans with IRS and state Departments of Revenue

Business

  • Income tax for sole proprietor and single-member LLCs

  • Gross receipts (aka Washington B&O tax)

  • Property Tax: guidance (no appeals)

  • Sales / Use Tax: consulting and assistance with first filing

  • Apportionment: how to allocate income to multiple jurisdictions

  • Nexus Analysis: determining where a company is “doing business” so it knows when to collect & remit sales tax as well as where to pay income tax

Unique Circumstances

  • Nanny Tax Set-Up (aka Household Employer)

  • Estate and Trusts returns

  • Employment: annual Social Security / Medicare filing

  • Estimated income tax calculation

We have great referrals for accountants and CPAs to assist with bookkeeping support and tax filings that we that we do not prepare.


Estates

Estate Planning

  • Consultation to discuss goals, concerns, & options

  • Will-based plans

  • Trust-based plans

  • Will amendments (aka “codocils”)

Incapacity Planning

  • Durable Power of Attorney (financial and legal decisions)

  • Health Care Power of Attorney

  • Advance Directive

  • HIPAA Authorization

  • Guardian & conservator planning for children

Estate Administration

  • Probate for decedent

  • Estate & Trust tax filings

  • Conservatorship filings

Oh yes, let’s not forget that Rebecca is an Oregon Notary Public. This means all documents can be notarized in-office.