VENDORS
Tax Advisors and Tax Preparation:
David Phillips, MSCIS, MBA, FPAC, CPA Candidate with Tax Professional Team of 3 CPAs and 3 EAs
dave@techfinllc.com, (470)516-5301 - Brochure and Price List (PDF)
Susan O'day - soday@odaytaxandacct.com, (941)720-2285
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Bookkeeping:
Jessica Schiel - jessica@techfinllc.com, (470)727-6300,
Manager of Client Services: TechFin LLC Brochure and Price List (PDF)
Samantha Davis - samantha@xlogics.net, (928)331-0590
Susan O'day - soday@odaytaxandacct.com (941)720-2285
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Notary Services:
Juli Barish - juli@abundancegroup.com, (305) 433-7991
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Conveyances:
Juli Barish - juli@abundancegroup.com, (305) 433-7991 (Contact only for deeds that need to be created/recorded)
David Phillips, MSCIS, MBA, FPAC, CPA Candidate with Tax Professional Team of 3 CPAs and 3 EAs
dave@techfinllc.com (Contact for all other conveyances) (470)516-5301 - Brochure and Price List (PDF)
Joe McHugh - jmchugh@la-lawcenter.com (Contact for California deeds only), (818)241-4238
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Lenders:
Quontic Bank
Frank Melia - fmelia@quonticbank.com, Office: (631) 794-3511, Mobile: (516) 729-3438
Website: www.quontic.com
JDD Capital Corp
Jeremy Dranoff - jeremy@jddcapitalcorp.com, (516) 652-2826
Website: www.jddcapitalcorp.com
Citizens Bank
Ori Baylin - ori.baylin@citizensbank.com, (954) 529-5242
Website: www.lo.citizensbank.com/me/portland/ori-baylin
Equity Trust Company
John Bowens - j.bowens@trustetc.com, (440) 669-4241
Website: https://www.trustetc.com
Endpoint
Brandi Beaudoin - brandi@endpointclosing.com, (310) 739-4101
Website: https://www.endpoint.com/
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South Dakota Mail Services:
South Dakota Residency Center - (605)722-5270 (Speak with Lynne)
Website: www.choosesd.com
Other Services
Kenneth J. Galang, M.D. P.A.
Phone: (239)225-0129
Website: https://www.galangmd.com/
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Assistance in Creating Wyoming LLC
Go to InCorp.com. If you need help, contact Davy Deluge in VIP Services at 1.800.246.2677.
When you go to pay, use Code Mack4349 and they will remove their fees. The only things they have you pay for is the registered agent fees and the state registeration fee.
Move Your LLC or Corporation to Wyoming (Continuance)
Wyoming Private Trust Companies
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Legal Services:
Opinion Letter Resources
Steburg Law Firm P.C
Contact: Anita Steburg
Email: anita@steburglawfirm.com
Phone: (408) 209-2073
Website: https://www.steburglawfirm.com/
Mombrun Law, PLLC
Contact: Agnes Mombrun Geter
Email: agnes@mombrunlaw.com
Phone: (321) 216-2040
Website: https://www.mombrunlaw.com/attorney-profile
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The Brickroad Media Foundation Marketing Package includes:
* Foundation website (after you purchase your domain name, we will create your website, write your copy, optimize your site for search engines, setup your email address, etc.)
* Social Media Pages on at least 3 social media platforms
* Writing 2 Press Releases for your Foundation and disseminating them to your website, your social media pages, and at least 1 paid distribution service
* Assistance in applying for Google Advertising Grant
Contact Jack Humphrey @ Jack@brickroadmedia.com to get started!