LLC Formation & Business Concierge Services
New Client & Consulting Intake Form
Full Name
*
First Name
Last Name
E-mail
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Desired LLC Name
*
Alternate LLC Name
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
LLC Purpose Description of Business Activities
*
Enter Industry type (e.g. food, consulting)
Registered Agent Information (Business Address)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Management and Ownership
LLC Management Structure:
*
Manager-Managed (Single Member LLC)
Member-Managed (Multiple Member LLC)
LLC Members (Owners) Information
Member 1:
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Attach a copy of your Driver License
Member 2:
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
(Additional Members as needed)
Business Licenses and Permits
Will you need any specific licenses or permits to operate your business?
*
Yes
No
If yes, please list the required licenses or permits:
Additional Information
Do you have an Operating Agreement? (Yes/No)
*
Yes
No
If no, would you like assistance creating one?
Would you like assistance with obtaining an EIN (Employer Identification Number)?
*
Yes
No
If yes, enter your social security number
123-45-6789
Banking Information
Who do you bank with?
*
Would you like assistance setting up a business bank account? (Yes/No)
*
Yes
No
Tax Information
Would you like information on the following services? (Check all that apply):
Marketing and Branding
Web Development
Accounting and Bookkeeping
Trademark Registration
Business Templates and Documents
Other
How did you hear about us? Did someone refer you?
Are you willing to leave a review about your experience with Rich Casual
Definitely
I sure will
I can't wait
Acknowledgment and Consent
By submitting this form, I acknowledge that the information provided is accurate and complete to the best of my knowledge. I consent to the use of this information for the purpose of forming an LLC in the state of California.
LLC Registration, State Filing Fee
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LLC Formation (All States)
$
499.99
Hands-on guidance from our team of experienced consultants that we choose based on your state, years of experience, and business needs. Unlimited 30-minute consultations about new legal topics related to your business. Registration and compliance in accordance with Corporate Transparency Act (CTA). Tax consultation from our experienced EA (enrolled agent). Banking and funding guidance. SKOOL community access to ensure you stay up to date with the latest grants, business credit, and legal compliance for your business needs.
Total
$
0.00
Credit Card
Client Signature:
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