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
*
Limited Liability Company
C Corp
S Corp
General Partnership
Limited Partnership /LLP/LLLP
Need to Discuss
Other
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State of Formation
*
EIN or SSN
*
Business Documents
Please upload any pertinent formation documents, EINs, etc.
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:
*
Owner
Director
Manager
Member
Officer
Partner
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Party Number 2
Party 2's role in this business entity is/will be:
Owner
Director
Manager
Member
Officer
Partner
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Party Number 3
Part 3's role in this business entity is/will be:
Owner
Director
Manager
Member
Officer
Partner
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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.
Assistance with selecting the correct form of entity for business liability, personal asset protection, and strategic tax planning purposes.
Preparation or review of entity formation documents, including certificates of incorporation, certificates of rights, preferences and designations, articles of incorporation, bylaws and organizational minutes, shareholder agreements and operating agreements.
Negotiating and drafting buy-sell agreements to address what happens if a co-owner dies or leaves a business, including cross-purchase and entity-purchase agreements or other forms of buy-out agreements.
egotiation and drafting of asset purchase agreements, stock purchase agreements or other merger and acquisition agreements and ancillary documents.
Executive employment agreements, consulting agreements, stock option plans and stock option awards, equity incentive plans, stock appreciation rights and phantom stock agreements, non-compete agreements, proprietary inventions and non-disclosure agreements, and non-qualified deferred compensation agreements.
Plan for the transfer and survival of a family business.
Software and technology licenses, content licenses, software development agreements, turnkey computer systems installation agreements, web hosting agreements, web development agreements, and application service provider agreements.
Leases and sub-leases of commercial office space.
Protecting personal (non-business) assets from lawsuits or creditors.
Preserving the privacy of affairs in case of disability or at time of death from business competitors, predators, dishonest persons and curiosity seekers.
Preparation of tax opinions or seeking private letter rulings in connection with tax-free reorganizations or other tax-sensitive business structures.
Borrowing and lending documents, including commercial loan agreements, private indebtedness, security agreements, collateral assignments and pledge agreements.
Sales agreements, sales representative and agency agreements, distribution agreements, value-added reseller agreements, incentive compensation plans.
Estate planning, including avoiding or reducing your estate taxes, avoiding probate, or reducing administration costs at time of your death.
Other issue not listed.
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Additional Comments
If LLC entity, will it be manager-managed or member-managed?
(manager-managed is recommended)
Manager-Managed
Member-Managed
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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 NO, the entity will file a quarterly tax return
If YES, the entity will file an annual tax return
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If you would like to be designated as a specific taxable entity by the IRS, please designate below: