'Legitimize Your Vision' Questionnaire (2026)

'Legitimize Your Vision' Questionnaire

Please answer the following questions as it pertains to your business vision. This form is fully-automated, which means, depending on your answer, more questions may appear to meet your specific needs.
TBC Internal Marketing
How did you hear about TBC? Check all that apply.*

Client ReferralFacebook AdGoogleInstagramOther
Client Referral Name or Business Name
Primary Contact
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
About Your Vision

If you are unsure on how to answer of
How would you like to incorporate your company?*

LLCC-Corporation or S-CorporationNon-ProfitNon-Profit 501(c)3 ONLYUnsure, would like to discuss with consultant
State*
Desired (or Actual name if you selected 501(c)3 only) Company Name #1*
If you are unsure at this time, type "n/a"
Desired Company Name #2*
If you are unsure at this time, type "n/a"
Desired Company Name #3*
If you are unsure at this time, type "n/a"
What industry?*

Advertising/Marketing/PRAgricultureConstruction/General ContractingConsultingEquipment Sales/ServicesFinancial ServicesHealth CareInformation ServicesLegalManufacturingMedia/Entertaining/PublishingNon-ProfitReal EstateRestaurantRetailTechnology/Computer/ITTransportation/LogisticsTravel/HospitalityWholesaleUnsure, would like to discuss with consultantOther
What does/will your business be doing/? (business consulting, mobile mechanic, food catering, etc.)*
Company name designation

LLC.L.L.CLimited Liability Company, LLC, L.L.C., Limited Liability Company
Company name designation

Inc.IncIncorporatedCorporationCompany, Incorporation, Inc., Inc
LLC
- Most people who set up an LLC choose member management, meaning that all the members share responsibility for the day-to-day running of the business. This approach is more common in part because most LLCs are small businesses with limited resources and they don't need a separate management level to operate.
- In some situations, a manager-management structure may be preferable. The most common example is when some members only want to be passive investors in the business. These owners often feel more comfortable if the LLC delegates management responsibilities to one or more other members (or nonmembers).
- If no managers are established by the Articles or Operating Agreement, all authority remains with the members.
Who will manage the LLC?

LLC member(s)One managerMore than one managerUnsure, would like to discuss with consultant
C-Corporation or S-Corporation
C-Corp or S-Corp

C-CorpS-Corp
Initial number of stocks
Initial value of stocks
Accounting Method

Cash BasisAccrual Basis
Non-Profit
Accounting Method

Cash BasisAccrual Basis
Are you planning on filing for 501(c)3 tax-exempt status in the future?

Yes, I want to file for 501(c)3 statusI'm going to file for another type of tax-exempt statusI'm not sure what type of tax-exempt status I needNo, I do want to file for tax-exempt status
As a nonprofit, you organization must have a mission statement. A mission statement is a concise explanation of the organization's reason for existence. It describes the organization's purpose and its overall intention. The mission statement supports the vision and serves to communicate purpose and direction to employees, customers, vendors and other stakeholders.
Non-Profit 501(c)3 ONLY
Have your annual gross receipts exceeded $50,000 in any of the past 3 years and/or do you project that your annual gross receipts will exceed $50,000 in any of the next 3 years?

YesNo
Do you have total assets the fair market value of which is in excess of $250,000?

YesNo
As a nonprofit, you organization must have a mission statement. A mission statement is a concise explanation of the organization's reason for existence. It describes the organization's purpose and its overall intention. The mission statement supports the vision and serves to communicate purpose and direction to employees, customers, vendors and other stakeholders.
Additional Individuals

Note - If you have selected to create a Nonprofit, your organization must list at least three individuals, with the titles of President, Vice President and Secretary.
Are there additional LLC Managers/LLC Members/Board Members/Directors you would like to include?

NoYes
How many individuals do you have? (Between 1-5) If you need to list additional individuals, list them in the Conclusion section at the bottom.
You will need to enter information for them.
Name #1

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Position

PresidentVice PresidentCFO/TreasurerSecretaryGeneral Board MemberLLC ManagerLLC Member
Name #2

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Position

PresidentVice PresidentCFO/TreasurerSecretaryGeneral Board MemberLLC ManagerLLC Member
Name #3

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Position

PresidentVice PresidentCFO/TreasurerSecretaryGeneral Board MemberLLC ManagerLLC Member
Name #4

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Position

PresidentVice PresidentCFO/TreasurerSecretaryGeneral Board MemberLLC ManagerLLC Member
Name #5

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Position

PresidentVice PresidentCFO/TreasurerSecretaryGeneral Board MemberLLC ManagerLLC Member
Client File Room - $200/year

If you are a Person/Company prefers not to be responsible for filing and maintaining all official legal and tax documents for your business, TBC offers a service to receive all your documents, scan, upload and file them on your cloud based file room. You will be provided a link to access your documents online at any time.
Would you like to take advantage of TBC's Client File Room?*

YesNo
Corporate Kit and Seal

The Corporate Kit contains all these important documents that control the formation, organization, and management of your corporation—organized together in one place. A Corporate Seal is a round graphic that includes the corporation name, year of incorporation, and state of incorporation.
Would you like to purchase a Personalized Corporate Kit and Seal?

Kit and Seal - $104.99Seal - $64.99NoUnsure, would like to discuss with consultant
Registered Agent - $200/year

In order to incorporate in a state for which you don't have a physical mailing address, OR if you don't want to use your own physical address, you'll need to establish a registered agent in that state. This service acts as your official address only for the purposes of dealing with the state's Division of Corporations. It's not to be used for general mailing.
Would you like to purchase our Registered Agent service?*

Yes, have TBC as my registered agentNo, I will be the company's registered agentNo, someone else will be our company's registered agent.
Registered Agent*

First NameLast Name
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Conclusion
Any additional information you would like to share about your business or pain points you would like us to be aware about, add here and use as much space as you need...
Agreement and Understanding*

My signature below is acknowledgement that I have provided correct information, to the best of your knowledge.I understand that this form is for collection of details ONLY. Adjustments can be made until an official Consulting Agreement is signed.I understand that I will be emailed an official Consulting Agreement that will detail the specific terms, cost and nature of the agreement, and upon signing the official agreement, TBC will move forward with filing your business incorporation.
*
Date

MonthDayYear
Should be Empty:

'Legitimize Your Vision' Questionnaire

TBC Internal Marketing

Primary Contact

About Your Vision

LLC

C-Corporation or S-Corporation

Non-Profit

Non-Profit 501(c)3 ONLY

Additional Individuals

Client File Room - $200/year

Corporate Kit and Seal

Registered Agent - $200/year

Conclusion