Proofreading, Drafting and Documents Preparation

Songbird Research provides top quality document preparation, drafting and proofreading servings. Songbird Research provides numerous document preparation services, including:

• Binder preparation for presentation to client with invoice for services rendered by legal/financial professional for transaction. Steps include:
• Review of transaction documents (including but not limited to any real property transfer documents)
• Preparation of binder index to be reviewed by legal/financial professional
• After index approved, assembly of binder and appropriate number of copies made based on request of the legal/financial professional
• Delivery of final binders to legal/financial professional

• Proofreading of documents requested for mechanics as well as flow of content

• Provide Shepardizing of cases cited in legal documents to verify that cited cases have not been remanded or reversed

• Proofreading and exhibit assembly for pleadings and contracts

• Organizing documents, including agreements and UCC financing statements, for closing, including preparing the appropriate number of execution copies and/or legal documents in individual folders

• Preparation of agenda to be used at closing for corporate transactions as well as stock-based transactions such as redemptions

• Drafting, proofreading and preparation of all legal documents relating to application for not-for-profit status with the Internal Revenue Service, including but not limited to drafting of the following documents:
• IRS Form 1023 or 1024 (as applicable)
• Not-for-profit by-laws
• Conflict of Interest Policy
• Financial statements to support applications
• IRS Form 2848, Power of Attorney and Declaration of Representative

• Assist financial professional in proofreading, drafting, preparation, and totaling of documents produced in support of preparation of individual state and federal income tax returns and corporate franchise tax returns

Songbird Research provides on-demand proofreading, drafting and document preparation services to clients throughout New York State and beyond, including Rochester, Syracuse, Buffalo, and Albany. Complete virtual assistant document preparation services are also available.