New LLC Intake Form

LLC Formation Intake Form

Let's start with your info - Or, enter whoever will be the main point of contact for this LLC.
LLC Name*
Place TBD if you're not sure
Contact Person's Name

First NameLast Name
{contactPersons64}'s Email
example@example.com
Preferred Phone Contact
Cell Phone Number

Area CodePhone Number
Home Phone Number

Area CodePhone Number
Office Number

Area CodePhone Number
State of Formation?

CaliforniaOther
If other, then where?
Principal Place of Business Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Does the LLC have different Mailing Address?

YesNo
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does the LLC have different phone number other than {contactPersons64}'s phone?

YesNo
LLC's Phone Number

Area CodePhone Number
Does the LLC have different email address other than {contactPersons64}'s email?

YesNo
LLC's Email
example@example.com
LLC's Website
What type of business will be conducted?
Will this entity be a(n)

Active BusinessPassive ActivityReal Estate Holding CompanyUnsure
Questions or comments on the operational structure of your LLC?
Who will help you with tax advice?
Where the will the LLC bank?
Ownership Information

Now, we need some info about all of the owners.
Will you designate Manager(s) or will every owner be involved in Management?

Manager Managed (designated sub-set of owners act as the managers)Member Managed (all owners manage)
Member #1's Name

First NameLast Name
Will {member1s} be a manager?

YesNo
Does {member1s} have a spouse?

YesNo
{member1s}'s Spouse Name:

First NameLast Name
Will {member1s}'s Spouse be a manager?

YesNo
More member?

YesNo
Member #2's Name

First NameLast Name
Will {member2s} be a manager?

YesNo
Does {member2s} have a spouse?

YesNo
{member2s}'s Spouse Name:

First NameLast Name
Will {member2s}'s Spouse be a manager?

YesNo
More member?

YesNo
Member #3's Name

First NameLast Name
Will {member3s} be a manager?

YesNo
Does {member3s} have a spouse?

YesNo
{member3s}'s Spouse Name

First NameLast Name
Will {member3s}'s Spouse be a manager?

YesNo
More member?

YesNo
Please list down all the remaining members.
Any other comments or is there something we didn't ask about?
Should be Empty:

LLC Formation Intake Form

Ownership Information