BIZ PRO STRUCTURE™
Entity Architecture & Business Formation
(State & IRS Structuring)
Purpose: This form collects the information required to properly structure your business with the state and the Internal Revenue Service (IRS), establish compliance systems, and align your entity for banking, tax strategy, and future funding.
CLIENT & CONTACT INFORMATION
Primary Contact (Business Owner / Authorized Officer)
Full Legal Name
*
Phone Number
*
-
Area Code
Phone Number
Email Address
*
example@example.com
Date of Birth
*
-
Month
-
Day
Year
Date
Social Security Number (for IRS filings only)
*
Government-Issued ID (Upload)
*
Preferred Method of Communication
*
Email
Phone
Secure Portal
BUSINESS OVERVIEW
Proposed Business Name (Primary)
*
Alternate Business Name(s) (if applicable)
*
State of Formation
*
Business Physical Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Mailing Address (if different)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Phone Number
*
-
Area Code
Phone Number
Business Email Address
*
example@example.com
Business Website (if any)
*
Business Description(Briefly describe what the business does. This will be used for state filings, EIN classification, and banking.)
*
ENTITY STRUCTURE SELECTION
*
Single Member LLC
Corporation (C-Corp)
Corporation (S-Corp election requested)
Partnership
Nonprofit
Reason for Entity Selection (if known):
*
Asset protection
Tax efficiency
Funding readiness
Professional licensing
Other:
OWNERSHIP & CONTROL
Number of Owners / Members / Shareholders:
*
For each owner, provide:
Full Legal Name
Ownership Percentage
Title/Role
SSN or EIN
Address
Phone & Email
Government ID (Upload)
Each Owners Info
*
Valid State ID's
*
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Management Structure
*
Member-Managed
Manager-Managed
Board-Controlled
Officer-Led
Will any owners be trusts, holding companies, or other entities?
*
Yes
No
Trust/holding Documentation (if applicable )
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(If yes, upload entity documentation.)
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SECTION 5: IRS CLASSIFICATION & TAX SETUP
Requested Federal Tax Classification
*
Disregarded Entity
Partnership
C-Corporation
S-Corporation (Form 2553 required)
Do you expect the business to have employees within 12 months?
*
Yes
No
Do you expect the business to issue 1099s to contractors?
*
Yes
No
SECTION 6: STATE & LOCAL COMPLIANCE
Is the business regulated or licensed (e.g., healthcare, childcare, transportation, finance)?
*
Yes
No
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SECTION 8: COMPLIANCE & OVERSIGHT
Do you want ongoing compliance monitoring (Biz Pro Compliance-as-a-Service)?
Do you want ongoing compliance monitoring (Biz Pro Compliance-as-a-Service)?
*
Yes
No
Discuss options
SECTION 9: FUTURE PLANNING (OPTIONAL BUT STRONGLY RECOMMENDED)
Are you interested in:
Are you interested in:
Business credit building
Funding readiness
Asset protection or trust structures
Succession or legacy planning
Fractional CFO services
SECTION 10: DOCUMENT UPLOADS (REQUIRED)
Please upload the following:
Government-issued ID (Owner)
SSN cards (if required for filings)
Existing EIN letter (if applicable)
Prior formation documents (if restructuring)
Any IRS or state notices
Existing operating agreements (if any)
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SECTION 11: AUTHORIZATION & CERTIFICATION
By submitting this form, I certify that:
The information provided is true and complete to the best of my knowledge
I authorize Biz Pro HQ to prepare and submit filings with the IRS and applicable state agencies on my behalf
I understand that inaccurate or incomplete information may delay processing or impact compliance
Authorized Signature:
*
Date:
*
-
Month
-
Day
Year
Date
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