Business Formation Intake Form
How did you hear about us?
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CLIENT INFORMATION
Name
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First Name
Last Name
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
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Please enter a valid phone number.
Email
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example@example.com
OWNERSHIP INFORMATION
Name
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First Name
Last Name
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Ownership Interest Percentage
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If multiple owners, please list names, addresses, and ownership percentage. In none, type N/A
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GENERAL QUESTIONS
Check next to the type of business you want to create.
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Sole Proprietorship
Limited Liability Company (LLC)
General Partnership
Limited Liability Partnership (LLP)
Professional Limited Liability Partnership (PLLC)
Corporation
S Corporation
Other
Business Name (Please list two in case the first name is not available)
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What is the business address and will this address be the principal place of business?
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What is the primary purpose of this business?
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In what state(s) will this business operate in?
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Who will serve as the registered agent for the business? (You can be your own registered agent)
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Will the business use trademarks or logos? If yes, please describe. If no, please type N/A
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Will the business require any special licenses (i.e. liquor, gambling, etc.)? If yes, please describe. If no, please type N/A
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FINANCIAL AND ACCOUNTING INFORMATION
Will the business have its own bank account(s)? If yes, please identify the type of accounts and the name of the institution where the accounts will be located (if known). If no, type N/A.
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Have you taken out any loans to pay for startup costs of the business? If yes, please describe the nature of the loan and identify the institution that holds the loan. If no, type N/A.
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Does the business have an accountant? If yes, please provide the name and contact information for the accountant. If no, type N/A.
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MANAGEMENT CONSIDERATIONS
Will all owners/members/partners manage the business or will a single member perform this duty?
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Who will be responsible for signing documents on behalf of the business?
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Will all owners/members/partners be able to enter into contracts, open and close accounts, deposit or withdraw funds, and engage the services of other Professionals, or will a single member have these powers? If a single member or members, please identify.
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If forming a corporation, do you know who the initial officers will be (President, Secretary, Treasurer, etc.)? If yes, please identify. If not applicable, type N/A.
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LLC Business Formation ONLY
Draft application and file with the Texas Secretary of State. This fee is for service, NOT the state filing fee. The state filing fee for Texas is $300 and will be sent via Zelle as instructed.
$
250.00
Quantity
1
2
3
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LLC Business Formation and EIN
Draft application and file with the Texas Secretary of State. Obtain EIN for new LLC. This fee is for service, NOT the state filing fee. The state filing fee for Texas is $300 and will be sent via Zelle as instructed.
$
275.00
Quantity
1
2
3
4
5
6
7
8
9
10
Payment Methods
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