New LLC Intake Form

LLC Formation Intake Form

Let's start with your info - Or, enter whoever will be the main point of contact for this LLC.
LLC Name *
Place TBD if you're not sure
Contact Person's Name

First Name Last Name
{contactPersons64}'s Email
example@example.com
Preferred Phone Contact
Cell Phone Number

Area Code Phone Number
Home Phone Number

Area Code Phone Number
Office Number

Area Code Phone Number
State of Formation?

California Other
If other, then where?
Principal Place of Business Address:

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
Does the LLC have different Mailing Address?

Yes No
Mailing Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Does the LLC have different phone number other than {contactPersons64}'s phone?

Yes No
LLC's Phone Number

Area Code Phone Number
Does the LLC have different email address other than {contactPersons64}'s email?

Yes No
LLC's Email
example@example.com
LLC's Website
What type of business will be conducted?
Will this entity be a(n)

Active Business Passive Activity Real Estate Holding Company Unsure
Questions or comments on the operational structure of your LLC?
Who will help you with tax advice?
Where the will the LLC bank?
Ownership Information

Now, we need some info about all of the owners.
Will you designate Manager(s) or will every owner be involved in Management?

Manager Managed (designated sub-set of owners act as the managers) Member Managed (all owners manage)
Member #1's Name

First Name Last Name
Will {member1s} be a manager?

Yes No
Does {member1s} have a spouse?

Yes No
{member1s}'s Spouse Name:

First Name Last Name
Will {member1s}'s Spouse be a manager?

Yes No
More member?

Yes No
Member #2's Name

First Name Last Name
Will {member2s} be a manager?

Yes No
Does {member2s} have a spouse?

Yes No
{member2s}'s Spouse Name:

First Name Last Name
Will {member2s}'s Spouse be a manager?

Yes No
More member?

Yes No
Member #3's Name

First Name Last Name
Will {member3s} be a manager?

Yes No
Does {member3s} have a spouse?

Yes No
{member3s}'s Spouse Name

First Name Last Name
Will {member3s}'s Spouse be a manager?

Yes No
More member?

Yes No
Please list down all the remaining members.
Any other comments or is there something we didn't ask about?
Should be Empty:

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LLC Formation Intake Form

Ownership Information