New Entity Formation Intake Questionnaire

New Entity Formation Intake Questionnaire

Thank you for choosing Wilber & Longenbaugh, PLLC to help form your new business entity. Please complete the questionnaire below so we can prepare and file your formation documents accurately. A member of our team will follow up within 2 business days.
Contact Information
Primary Contact Name

First NameMiddle NameLast Name
Primary Contact Phone
Please enter a valid phone number.Format: (000) 000-0000.
Primary Contact Email
example@example.com
Best Method & Time to Reach You
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Entity Overview
Proposed Entity Name
Alternate Entity Names
Entity Type Desired
If LLC, Management Structure
State of Formation
Other State of Formation
States of Operation (if operating in states other than the state of formation)
Primary Business Address if different from mailing address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Brief Description of Business Purpose / Activities
Primary Industry
Anticipated Start Date of Operations

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Ownership & Management
Number of Owners/Members/Shareholders
Owner/Member/Shareholder Details
Registered Agent
Name & Address (if providing own registered agent)
Formal Operating Agreement / Bylaws / Partnership Agreement
Tax & Compliance
Do you already have a Federal EIN?
Federal EIN
Anticipated Tax Classification
Fiscal Year End
Will the entity have employees within the first 12 months?
Anticipated Headcount
Does the business require any state or local licenses/permits?
Does the entity need separate business bank account setup guidance?
Document Upload
Government-Issued Photo ID for Each Owner

Cancelof
Existing Business Plan (if available)

Cancelof
Draft Operating Agreement / Bylaws (if self-provided)

Cancelof
Any Prior Formation Documents (if converting or reorganizing an existing entity)

Cancelof
Engagement Logistics
How did you hear about Wilber & Longenbaugh, PLLC?
Referred By
Preferred Communication Method
Desired Completion / Filing Deadline

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Anything else we should know before starting the formation process?
Acknowledgment
Acknowledgment
E-Signature / Typed Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

New Entity Formation Intake Questionnaire

Contact Information

Entity Overview

Ownership & Management

Tax & Compliance

Document Upload

Engagement Logistics

Acknowledgment