RECREATED - Legal - New Business Entity Request

Legal - New Business Entity Request

Corporation or LLC
New Entity Questionnaire: All information provided on this form will be provided to [Enter Law Firm Name Here] as a formal request to organize a new business entity. By returning this form you acknowledge your formal engagement with [Enter Law Firm Name Here] to act as the Organizer for your new business filing. Our firm will assist with all tax elections and necessary tax registrations. Estimated Time to Complete: 5 - 15 minutes
Please provide the name of who is representing this entity set up*

First NameLast Name
Email*
example@example.com
Best Contact Phone Number*
Please enter a valid phone number.
Click on "Go to Next Page" to continue with your questionnaire. Need more Time? Click "Save for Later" only if you need to save your data and return later. If you do click Save for Later, you will receive an email with a link so you can return to it for completion.

GENERAL BUSINESS INFORMATION:

Please enter the information below for the new company you will be organizing:
1st Choice - Desired Business Name*
Please be EXACT with spelling and punctuation
2nd Choice - Alternate Business Name*
Please be EXACT with spelling and punctuation
Business Registered Information: (P.O. Box is not allowed) *

Street Address

Street Address Line 2

CityState

Zip Code
Business Primary Phone Number: *
Please enter a valid phone number.

OWNER AND OFFICER DETAILS:

Enter all information below on owners and officers of the business
PRIMARY CONTACT:

OWNER #1 will be listed as the company's PRIMARY CONTACT and signer for the company tax returns. This contact's email address & mailing address will be used for all Firm correspondence and sensitive tax information.
OWNERSHIP RESTRICTIONS:

PLEASE NOTE: If your business is licensed by the state of [Enter Firm State Here], you may be restricted on who can be an owner of your corporation or LLC.
Owner #1 Information

This is the PRIMARY CONTACT for the business
Owner #1*

First NameMiddle NameLast Name
Owner #1 - Mailing Address*

Street Address

Street Address Line 2

CityState

Zip Code
Owner #1 - Phone Number*
Please enter a valid phone number.
Owner #1 - Date of Birth*

MonthDayYear
Date of Birth
Owner #1 - Social Security Number
Enter owner #1 SSN
Owner #1 - Ownership % *
Enter the person's % of ownership
Will you have any additional owners/officers for this entity?*

YesNo

Owner #2 Information

This is the SECONDARY CONTACT for this business
SECONDARY CONTACT:

Owner #2 will be considered the company's SECONDARY CONTACT and will not be a signer for tax returns.
OWNERSHIP RESTRICTIONS:

PLEASE NOTE: If your business is licensed by the state of [Enter Firm State Here], you may be restricted on who can be an owner of your corporation or LLC.
Owner #2

First NameMiddle NameLast Name
Owner #2 Email Address
example@example.com
SECONDARY EMAIL ADDRESS: This email address will only be used to send tax information specific to this owner, not the business in general.
Owner #2 - Mailing Address

Street Address

Street Address Line 2

CityState

Zip Code
Owner #2 - Phone Number
Owner #2 - Please enter a valid phone number
Owner #2 - Date of Birth

MonthDayYear
Owner #2 - Date of Birth
Owner #2 - Social Security Number
Enter owner #2 SSN
Owner #2 - Ownership %
Enter owner #2 % of ownership
Will you have more than 2 owners/officers for this entity?*

YesNo

YOU HAVE INDICATED YOU WILL HAVE MORE THAN 2 OWNERS (PLEASE READ BELOW). If you answer YES to have ADDITIONAL OWNERS, a separate conversation will need to be had about the business structure, operations, and agreeements, etc. Additional ownership should be coordinated with your Tax Advisor and your legal representation. Other considerations may be needed in how your business records are structured.
Assign Titles for your new Entity
Assigning titles to your business will be necessary to complete your corporation documentation. Please note the following: Generally, Officers run the day-to-day operations of the business. Directors/Governors serve as an advisory role and help in strategic planning of the business. [Enter Firm State Abbreviation Here] Licensed Business: If your business is licensed by the state of [Enter Firm State Abbreviation Here], Officers [Change to Will Need or Will Not Need] to be licensed as well.
President/Chief Manager*

First NameLast Name
Secretary*

First NameLast Name
Treasurer*

First NameLast Name
Director/Governor

First NameLast Name
Other Title Assigned?
Enter Name (First, MI, Last) and title assigned
List any questions you may have about assigning titles of your Entity here:

Additional Information about your Business History and Activity
Business Bank Name
Name of Bank used for the Business Bank Account
Business Activity
Please list your industry
Have you ever applied for a FEDERAL TAX ID number for THIS business?

YesNoUnsure
You answered YES above, please provide your Federal ID Number
Enter your Federal Tax ID number here
Have you ever applied for a STATE Tax ID number for this business?

YesNoUnsure
You answered YES above, please provide your current STATE TAX ID Number

Do you currently pay/process PAYROLL and have EMPLOYEES for this business?

Yes - we pay payroll to employeesNo payrollUnsure
Please provide the name of your current payroll provider who processes payroll
If you prepare it yourself, please indicate "Self Prepared"
Are you required to collect and pay State Sales Tax for this business?

YesNoUnsure
You indicated you collect Sales Tax. What is your Frequency to the state?
List specific questions or requests with this Entity Formation:
You are almost DONE! Review the two items below. SUBMIT YOUR ANSWERS: Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting. YOUR ANSWERS WILL BE REVIEWED: We will review your submission to determine next steps. Thank you for your time in completing this form!
Should be Empty:

Legal - New Business Entity Request