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California Corporation Maintenance Checklist | Annual Requirements | Tax Help Guy

Complete Guide to Annual Compliance & Requirements

Published: December 3, 2025

"California Corporation Maintenance Checklist - Annual requirements, compliance guide, and deadlines for C-Corp and S-Corp maintenance. Call (760) 249-7680."

Tax Help Guy
Tax Help Guy
December 3, 2025

California Corporation Maintenance Checklist

Complete Guide to Annual Compliance & Requirements

Welcome to Our Corporate Tax Services!Welcome to Our Corporate Tax Services!

This checklist ensures your California corporation remains in good standing and compliant with all requirements. We're here to make this easy for you.

ANNUAL STATE REQUIREMENTS

Our Fee: $350-$800 depending on complexity
  • $350 = Simple return ($0 income, minimal activity)$350
  • $800 = Complex S-Corp with multiple schedules$800

Included in our service:Included in our service:

  • Complete tax return preparation
  • Statement of Information filing
  • Annual profit/loss review
  • Year-round support

FEDERAL REQUIREMENTS

Note: S-Corp shareholders receive K-1s for personal returns. Personal return preparation is separate and unaffected by corporate form.Note:

CORPORATE GOVERNANCE (Critical!)

Why it matters:Why it matters:

  • Maintains corporate veil protection
  • Required for liability protection
  • Banks and lenders often request these
  • Protects you in audits or legal disputes

ONGOING BOOKKEEPING

Free help available: If you're spending more than 1-2 hours/month, contact us for a free training sessionFree help available:

Paid bookkeeping: Available by negotiation if you prefer we handle itPaid bookkeeping:

QUARTERLY TASKS (If Applicable)

WHAT'S INCLUDED IN YOUR ANNUAL FEE

  • ✓ Complete corporate tax return (federal & state)
  • ✓ Statement of Information filing with CA Secretary of State
  • ✓ Annual profit & loss review and consultation
  • ✓ Year-round email/phone support for tax questions
  • ✓ Strategic tax planning advice

OPTIONAL SERVICES

  • Optional Annual Meeting Minutes: $100/yearOptionalAnnual Meeting Minutes:
  • Optional Bookkeeping: Negotiated rate (contact us for quote)OptionalBookkeeping:
  • Optional Payroll Services: Negotiated rateOptionalPayroll Services:
  • Optional Amended Returns: Quoted separatelyOptionalAmended Returns:
  • Optional IRS/FTB Correspondence: Quoted separatelyOptionalIRS/FTB Correspondence:

KEY DEADLINES SUMMARY

Task Deadline Who Handles Cost Corporate Tax Return March 15* Us $350-$800 $800 Franchise Tax April 15 You (we remind) $800 Statement of Information Your filing month Us $25 Annual Meeting Once per year You (we can document) $100 (optional) Bookkeeping Monthly You (we train) Free trainingTask Deadline Who Handles CostTask Deadline Who Handles CostCorporate Tax Return March 15* Us $350-$800 $800 Franchise Tax April 15 You (we remind) $800 Statement of Information Your filing month Us $25 Annual Meeting Once per year You (we can document) $100 (optional) Bookkeeping Monthly You (we train) Free trainingCorporate Tax Return March 15* Us $350-$800$800 Franchise Tax April 15 You (we remind) $800Statement of Information Your filing month Us $25Annual Meeting Once per year You (we can document) $100 (optional)Bookkeeping Monthly You (we train) Free training
TaskDeadlineWho HandlesCost
Corporate Tax ReturnMarch 15*Us$350-$800
$800 Franchise TaxApril 15You (we remind)$800
Statement of InformationYour filing monthUs$25
Annual MeetingOnce per yearYou (we can document)$100 (optional)
BookkeepingMonthlyYou (we train)Free training

*For calendar year corporations*For calendar year corporations

ACTION ITEMS FOR NEW CLIENTS

Before we can file your return:

To set yourself up for success:

CONTACT US ANYTIME

Year-round support means year-round support. Don't wait until tax season to ask questions!

  • Tax strategy questions
  • Expense categorization questions
  • "Is this deductible?" questions
  • Estimated tax payment help
  • Business structure advice
Call (760) 249-7680Free Consultation

Remember: Proper maintenance throughout the year makes tax season painless and protects your corporate liability shield.Remember:

PENALTIES TO AVOID

  • Late Statement of Information: $250+ penaltyLate Statement of Information:
  • Late franchise tax payment: Penalty + interest (compounds quickly)Late franchise tax payment:
  • No annual minutes: Potential piercing of corporate veilNo annual minutes:
  • Missing tax filing: $195+ per month late, per shareholder (S-Corp)Missing tax filing:

Bottom line: Stay on top of these simple requirements and you'll never pay unnecessary penalties.Bottom line:

TAX ARTICLES

Articles written by AI
curated by Joseph Stacy.

Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.



Judge Learned Hand
Chief Judge of the United States Court of Appeals
for the Second Circuit
Gregory v. Helvering, 69 F
Judge Learned Hand

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Joe "Tax Help Guy"
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