New Business Formation Questionnaire

Business Formation Application

Please provide answers to each of the following questions to the best of your ability. Your answers will be used to form the basis of your discussion regarding the form of entity your new business eventually takes. Your answers are confidential.

Contact Person: This is the primary contact person for information. The contact person may also be the incorporator or organizer of the business and/or the person the IRS and other agencies will contact for more information.

First Name *

Last Name *

Street Address *

Address Line 2

City *

State *

Zip Code *

Phone Number *

Email Address *

Start-Up Date: What date do you plan to start doing business? *

Business Type: Identify the type of business to be formed: *

Change of Existing Business: From: _____________________ To:_________________ If no changes, put N/A *

If you are changing the form of your business, please list the following: Full Current Business Name: TIN/EIN: If no changes, put N/A *

Tax Treatment: Identify how you want your business to be treated for tax purposes *

Corporation, i.e. C Corporation, LLC electing corporate taxation

Pass through Taxation, i.e. S Corporation, partnership, or default LLC

Unknown

Business Name: Select at least three business names in order of preference. Corporations should include "Inc". Limited Liability Companies should include "LLC". Professional corporations should include "PC" or "APC" *

Business Mailing Address *

Address Line 2

City *

State *

Zip Code *

Phone Number *

Business Email Address *

In what state(s) will the business operate? *

Business Purpose or Description of Services: Describe the intended principal business activity *

If your principal business activity is intended to be manufacturing of goods, list the principal products manufactured and the principal raw materials used: *

To whom will most of your products or services be sold: *

Business (wholesale)

Public (retail)

Other (specify)

Fictitious Business Name ("DBA"): All other names you would like the business to begin operating under: *

Are there already fictitious business names on file which the business uses or will use? If yes, please list the name, date filed and county. *

Owners: Are there any additional owners, shareholders or members of the business? If so, please list their name, address, SSN, and phone number. *

What is the maximum number of persons expected to participate as shareholders? *

Who will be responsible for signing documents on behalf of your business? *

If forming a corporation, do you know who the initial officers will be? (President, Secretary, etc) If yes, please identify. *

Does the business owner need personal credit repair? *

Yes

Does the business owner need assistance with establishing business credit *

Yes

Please upload a copy of your driver's license to verify your identity.

The business formation fee is $497. After your call to discuss the forming of your business, your card will be charged $497. Please type your credit card number, expiration number and the CVV code. This fee is nonrefundable. *

By signing, I am giving permission to create a business entity with the information I have provided. I am aware that the fees paid for this service is non-refundable. *

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