Portfolio Compliance · For holding companies & investors
Every LLC you own. One deadline board.
Ten entities across four states means ten annual-report rules, ten registered-agent renewals, and a stack of state mail that never arrives at the same address twice. The portfolio board puts every deadline, every good-standing status, and every piece of agent mail on one screen — and a person still files.
Illustrative demo — figures are sample data, not customer metrics.
How it works
Three steps from a pile of entities to one board
Every LLC carries its own state rule, its own anniversary, and its own agent. The board normalizes all of it into a single reminder stream, and keeps a person in the loop where it matters.
1. Add each entity
Name, state, and formation month for every LLC in the portfolio. Holding companies, property LLCs, series members — anything registered with a Secretary of State.
2. We map every deadline
Each state's annual-report rule comes from our sourced Secretary of State dataset — fixed date, formation anniversary, or no report — plus the registered-agent renewal and any state tax trap, like California's $800 annual LLC tax on an out-of-state LLC that owns property there.
3. One board, one reminder stream
Good standing, agent mail, and renewals for every entity in a single view with a 90-day look-ahead. The board tells you what is due; you or your agent files it.
Portfolio board builder
Demo · runs in your browserAdd the LLCs you own. The board maps each one to its state's annual-report rule, a registered-agent renewal, and any state tax trap it triggers — add the state where it owns property and California's $800 annual LLC tax shows up as a dated deadline. Nothing leaves your browser — the list is saved locally on this device.
Your portfolio
Next 90 days
Source: each state's Secretary of State filing page, linked on every tile — the same dataset behind our Annual Report Deadline Calculator. Registered-agent renewal dates are a demo assumption (formation anniversary). Educational reference for LLCs; confirm requirements with the state before you act.
What the board watches
Three streams, one screen
Each stream has its own reminder cadence and its own escalation rule. The higher the stakes, the sooner a person is pulled in.
Good standing
Annual reports and franchise-tax reports for every entity, by each state's rule. Reminders at 60, 30, and 7 days so no LLC slips into delinquent status.
Registered-agent mail
Service of process, Secretary of State notices, and tax letters, scanned to the dashboard the day they arrive and tagged to the entity they belong to.
Renewals & licenses
Registered-agent renewals, local business licenses, and rental or contractor permits you add to the board. Lapses here are the ones that stop a closing.
State tax trap · California
A Wyoming LLC with one California rental owes California $800 a year.
Owning and renting out California real property is “actively engaging in a transaction for financial gain” under R&TC §23101 — the Franchise Tax Board treats it as doing business in California no matter where the LLC was formed, and the $800 annual LLC tax is owed even in a year with no tenants and no rent. Most owners meet it as a bill. The board flags it the moment you add a property state.
Own it, owe it
Formation state does not matter. A Wyoming, Delaware, or Nevada LLC that holds California rental property registers with the California Secretary of State as a foreign LLC and pays the FTB's $800 annual tax. Zero tenants is not an exemption — only cancelling the California registration stops the clock.
Two forms, two dates
Form 3522 pays the $800 by the 15th day of the 4th month of the tax year — April 15 for calendar-year LLCs, with the first payment due four months after registering. Form 568, the LLC return, is filed every year on top of it, and an LLC fee is added once California gross receipts reach $250,000.
What the board does
Add the property state to any entity and the $800 appears as a dated deadline on its tile, on the 90-day timeline, and in the text export, linked to the FTB page. Educational reminder only — confirm with the FTB or a CPA, and do not wait for the bill: penalties and interest run from the due date.
Sources: FTB — Limited liability company, FTB Publication 3556, and FTB — Doing business in California. The §23101(b) bright-line thresholds (2025: $757,070 sales, $75,707 property or payroll, or 25% of the total) are not a safe harbor — the Office of Tax Appeals has held an entity can be doing business under §23101(a) below them. Educational reference, not tax advice.
FAQ
Questions investors ask us
Is this legal advice?
No. The portfolio board is an educational compliance tool, not legal or tax advice. Vermilion Vitez is not a law firm or an accounting firm. It maps public state deadlines to the entities you enter and reminds you; it does not interpret the law for your situation. For questions about a specific entity, a lawsuit, or a tax position, talk to an attorney or CPA.
Does it file for me?
No. The board maps deadlines and keeps a reminder stream; you or your agent files each report with the state. When the registered-agent service is attached, official mail for every entity is scanned to your dashboard the day it arrives, so the person who files always has the notice in hand.
Which entities can I add?
LLCs formed in any of the 50 states or the District of Columbia. States that use a formation-anniversary rule are computed from the formation month you enter; fixed-date states use the same date for every entity. Local licenses and permits are added by you as extra reminders.
Where do the due dates come from?
Each state's Secretary of State filing page, linked on every entity tile — the same sourced dataset behind our Annual Report Deadline Calculator. Rules change and some states have first-year exceptions, so confirm the date with the state before you rely on it.
My LLC was formed in Wyoming but owns a rental in California. Does the board flag anything?
Yes. Add the entity with California as the property state and the board adds the Franchise Tax Board's $800 annual LLC tax as a dated deadline — April 15 for calendar-year LLCs, paid with Form 3522 — because owning and renting California real property is doing business in California under R&TC §23101 whatever the formation state. It is owed even in a year with no tenants and no rent, Form 568 is filed on top of it, and LLCs formed since 2024 get no first-year waiver. The board is an educational reminder; confirm with the FTB or a CPA.
Put every entity under one registered agent.
The portfolio board comes free with registered agent service — $74.25 per entity, per year, in any state. One dashboard, one renewal stream, every notice scanned the day it lands.
See registered agent service