Client Questionnaires

Here are two sets of questions that can help you obtain the necessary client details for processing.

The LLC Questionnaire

1. What state will the LLC be formed within?
2. Is this a new business registration?
3. What is the business name for the LLC?
4. What will be the business activity of the LLC?
5. What is the business address for the LLC?
6. Who will be the registered agent for the LLC and what is their name and physical address (No PO Box or PMBs allowed)?
7. How many members will the LLC have and their legal names?
8. Will there be any employees? If so how many?
9. What is the estimated hire date and the total estimated salary paid within 12 months of formation?
10. What is the fiscal year date for the business? Default is 12/31 unless specified otherwise
11. Will the LLC be filing a DBA tradename for this entity?

The Corporation Questionnaire

1. What state will the Corporation be formed within?
2. Is this a new business registration?
3. What is the business name for the Corporation?
4. What will be the business activity of the Corporation?
5. What is the business address for the Corporation?
6. Who will be the registered agent for the Corporation and what is their name and physical address (no PO Box or PMBs allowed)?
7. How many shareholders will the Corporation have and their legal names?
8. Will there be any employees? If so how many?
9. What is the estimated hire date and the total estimated salary paid within 12 months of formation?
10. What is the fiscal year date for the business? Default is 12/31 unless specified otherwise
11. Will the Corporation be filing a DBA tradename for this entity?
12. How many shares will the Corporation be authorized to issue for this Corporation (default is 1,500)?
13. What will be the par valuation per share (default is $0.01 par value)?
14. Will there be an S Corporation tax designation made for this Corporation?