Business Formation Intake Form

Start Business Formation

A clean, compliant start—built with clarity and strategy.
Timelines vary by state. Florida Sunbiz online filings typically process in 5–10 business days.
Step 1 — Contact Information
Type of Business
Business Owner

First NameLast Name
Email
example@example.com
Contact Number
Format: (000) 000-0000.
Preferred Contact Method?
We’ll use this to confirm details and send filing updates.
Step 2 — Business Basics
Business State
Business Name (First Choice)
Business Name (Second Choice)
(optional)
Do you already have a registered business name? Multiple name options help avoid delays.
Step 3 — Entity Details
Entity Type
Management Type-Corporations
Manager Name-Corporations

First NameLast Name
Number of owners/members
What Does Your Business Offer?
Note: Formation support is not legal advice.
Step 4 — Address + Privacy (Virtual Mailbox)
Principal Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want to keep your home address off public filings where possible?
Mailing address same as principal?
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want guidance setting up a virtual mailbox/business address?
A virtual mailbox can help protect privacy and keep business mail organized.

Some states require a street address. PO Box rules vary.
Step 5 — Registered Agent
Do you already have a Registered Agent?
Do you want guidance choosing a Registered Agent service?
Registered Agent

First NameLast Name
RA Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Step 6 — Owners / Managers / Officers
Role/Title

Other
Full Name (or Entity Name)

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Role/Title
Full Name (or Entity Name)

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Step 7 — EIN (Federal Tax ID)
Do you need help setting up your EIN?
We’ll request any sensitive EIN details securely after intake.
Step 8 — Notes + Timing
When do you want to form your business?
Step 9 — Optional Notes
Effective Date

MonthDayYear
Date
Other Provisions / Purpose (optional)
Any Additional Details?
Step 10 — Confirmations
Date

MonthDayYear
Date
Signature
Should be Empty:

Start Business Formation

Step 1 — Contact Information

Step 2 — Business Basics

Step 3 — Entity Details

Step 4 — Address + Privacy (Virtual Mailbox)

Step 5 — Registered Agent

Step 6 — Owners / Managers / Officers

Step 7 — EIN (Federal Tax ID)

Step 8 — Notes + Timing

Step 9 — Optional Notes

Step 10 — Confirmations