New LLC Client Intake Form

Full Legal Name

First NameLast Name

Are you at least a 51% owner with authority to form this LLC?

State of Registration

Primary LLC Name

Alternative LLC Name 1

Alternative LLC Name 2

Alternative LLC Name 3

Business Address

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

Email Address

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Describe the business purpose (e.g., ministry, retail, consulting)

Upload your mission or vision statement (if available)

If you do not have a mission/vision file, provide a brief overview

List all LLC members/managers and their ownership percentages

Registered Agent

Registered Agent Details (if applicable)

Do you need an EIN (Employer Identification Number)?

If you have an EIN please list it here

Preferred Management Structure. (if you have an EIN you must select the option that's selected on your EIN application this can NOT be changed without the proper IRS forms.)

General Disclaimer & Acknowledgment

Please read and acknowledge the following disclaimers before submitting your request. These terms govern all services provided by The Strategy Architect Consulting™.

1. No Legal or Financial Advice
The Strategy Architect Consulting™ provides business consulting, strategy development, and document preparation services only. We are not a law firm, CPA firm, or financial advisory entity. No information provided should be interpreted as legal, tax, or financial advice. Clients are encouraged to seek licensed professionals where appropriate.

2. Document Preparation Scope
All documents are prepared based on client-provided information. We do not verify, audit, or validate the accuracy of submitted information. The client assumes full responsibility for the completeness and correctness of all data provided.

3. No Guarantee of Approval or Outcomes
We do not guarantee approval of any filings (including LLCs, nonprofits, EINs, trademarks, grants, or funding opportunities). Outcomes are determined by governing agencies and third-party entities.

4. Client Responsibility & Decision Authority
By submitting this form, you confirm that you are authorized to make decisions for the business or entity and, where applicable, hold at least 51% ownership or controlling interest.

5. Turnaround Time & Processing
Turnaround times are estimates and may vary based on client responsiveness, state processing times, and third-party delays. Expedited services, if available, may incur additional fees.

6. Payment Policy
All payments are non-refundable once work has commenced. Due to the nature of digital services and document preparation, no refunds will be issued after service initiation.

7. Communication & Responsiveness
Timely communication is required to complete services efficiently. Delays in client response may impact project timelines and delivery.

8. Limitation of Liability
The Strategy Architect Consulting™ is not liable for any direct, indirect, incidental, or consequential damages resulting from the use of our services, including but not limited to filing rejections, missed deadlines, or business losses.

9. Confidentiality
All client information is handled with discretion and used solely for the purpose of completing requested services. However, clients acknowledge that electronic submissions carry inherent security risks.

10. Service Refusal & Termination
We reserve the right to refuse or terminate services at any time for non-compliance, unethical requests, or failure to adhere to stated policies.

Disclaimer Acknowledgment

My Products

LLC Formation

This service includes: State Filing application, Required Additional clauses, bylaws, business plan, and EIN (if applicable). Any State filing fees are separate and must be paid directly to the state by the client.

$350.00 Quantity
Item subtotal:

Total

Payment Methods

Credit Card

Afterpay

Where you referred by our business partner Tara McDuffie?

Other