Date Published: September 3, 2023
If you provide assistance in certain legal matters for compensation and under the direction of a client, you need to be a licensed document preparation service. These matters include:
- Preparing or completing any pleading, application, or other document for the client;
- Preparing or assisting in the preparation of all or substantially all of a federal or state tax return or claim for a tax refund;
- Preparing or assisting in the preparation of a will, trust, or other estate planning document;
- Preparing or assisting in the preparation of a divorce decree, child support order, or other family law document;
- Preparing or assisting in the preparation of a bankruptcy petition or other debt relief document.
Here are the steps on how to start a document preparation service in Nevada:
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Meet the requirements. To be eligible to register as a document preparation service in Nevada, you must:
- Be at least 18 years old.
- Be a resident of Nevada.
- Have a high school diploma or equivalent.
- Have no felony convictions.
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Register with the Nevada Secretary of State. You can register as a document preparation service online or by mail. The application fee is $50.
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Obtain a Nevada Document Preparation Bond. A surety bond is a guarantee that you will fulfill your financial obligations to your clients. You can obtain a surety bond here.
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Open a business bank account. This is where you will deposit the fees you collect from your clients.
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Set up your office. You can work from home or rent a commercial space. If you work from home, make sure you have a dedicated space for your business.
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Market your business. Let people know about your document preparation service by advertising in local newspapers, online, or through word-of-mouth.
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Stay up-to-date on the law. As a document preparation service, you need to be familiar with the laws of Nevada. This includes the laws governing the types of documents you can prepare, the fees you can charge, and the disclosures you must make to your clients.
Here are some additional tips for How to Start a Document Preparation Service in Nevada:
- Get certified. There are several organizations that offer certification programs for document preparation services. Certification can help you build credibility with your clients and attract more business.
- Network with other professionals. Get to know other document preparation services, paralegals, and attorneys in your area. Networking can help you stay up-to-date on the law and find new clients.
- Offer a variety of services. In addition to preparing legal documents, you can also offer other services, such as notarization, filing fees, and translation services. This can help you attract more clients and increase your profits.
- Provide excellent customer service. Your clients should be treated with respect and courtesy. Make sure you are available to answer their questions and help them through the process.
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