Client Questionnaires
Here’s are two sets of questions that can help you obtain the necessary client details for processing.
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The LLC Questionnaire
- What state will the LLC be formed within?
- Is this a new business registration?
- What is the business name for the LLC?
- What will be the business activity of the LLC?
- What is the business address for the LLC?
- Who will be the registered agent for the LLC and what is their name and physical address (No PO Box or PMBs allowed)?
- How many members will the LLC have and their legal names?
- Will there be any employees? If so how many?
- What is the estimated hire date and the total estimated salary paid within 12 months of formation?
- What is the fiscal year date for the business? Default is 12/31 unless specified otherwise
- Will the LLC be filing a DBA tradename for this entity?
The Corporation Questionnaire
- What state will the Corporation be formed within?
- Is this a new business registration?
- What is the business name for the Corporation?
- What will be the business activity of the Corporation?
- What is the business address for the Corporation?
- Who will be the registered agent for the Corporation and what is their name and physical address (no PO Box or PMBs allowed)?
- How many shareholders will the Corporation have and their legal names?
- Will there be any employees? If so how many?
- What is the estimated hire date and the total estimated salary paid within 12 months of formation?
- What is the fiscal year date for the business? Default is 12/31 unless specified otherwise
- Will the Corporation be filing a DBA tradename for this entity?
- How many shares will the Corporation be authorized to issue for this Corporation (default is 1,500)?
- What will be the par valuation per share (default is $0.01 par value)?
- Will there be an S Corporation tax designation made for this Corporation?
