Business Intake Form
Please complete the form below to contain all pertinent information necessary relating to your business entity.
First Name
*
Last Name
*
Phone
*
Email
*
Current or Proposed Business Name
*
Type of Entity
*
State of Formation
*
EIN or SSN
*
Business Documents
Please upload any pertinent formation documents, EINs, etc.
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Business address
*
Reason for Business Planning Inquiry
*
Should business activities be limited to specified business purpose, such as provision of professional services?
*
Yes
No
Description of business activities to be limited
Does (or will) this business conduct activities in states other than the state of formation?
*
Yes
No
Other States You are Conducting Business
Do you know of any actual or potential litigation against the company or any of its owners?
*
Yes
No
Company Litigation Details
Do you know of any actual or potential tax, bankruptcy, or administrative proceedings against the company or any of its owner?
*
Yes
No
tax, bankruptcy, or administrative proceedings details
Does or will this business have different classes of equity that entitle the owners to different voting or economic rights?
*
Yes
No
Explain owners different voting or economic rights
How many owners or partners (parties) in this business?
*
1
2
3+
Your role in this business entity is/will be:
*
Party Number 2
Party 2's role in this business entity is/will be:
Party Number 3
Part 3's role in this business entity is/will be:
What is the ownership interest for each party listed above:
Do you have a current Attorney?
Yes
No
Do you have an Accountant?
Yes
No
Do you have a Life Insurance Agent?
Yes
No
Do you have a Financial Advisor?
Yes
No
List of Advisors
Please indicate any areas of concern that you would like to discuss in our consultation:
Please use this section to address any concerns you may have in planning for the future.
Additional Comments
If LLC entity, will it be manager-managed or member-managed?
(manager-managed is recommended)
If manager-managed, what party(ies) will fill that role? (single manager is recommended)
If INC, list the three (3) Directors with addresses and the office they will hold (either President, Vice-President or Secretary/Treasurer)
Please advise who will be Registered Agent and the registered address for the principal office (REQUIRED):
*
*NO PO BOXES - Must be physical address. Registered Agent must be in the STATE where the entity is being formed.
What type of business/services will the new entity be involved in or conducting? Please be specific and descriptive for accuracy when filing with the IRS:
Will the entity have any W-2 employees (not 1099 contractors) within the first twelve (12) months?
*
Yes
No
W2 Employees and Wages
Do you expect your employment tax liability to be $1,000 or less?
If you would like to be designated as a specific taxable entity by the IRS, please designate below: