Setting Up Your S-Corp / LLC Intake Form

We will use this form to set up your S-Corp / LLC properly

Today's Date Today's Date / MM / DD YYYY
Business Ownership Section
Owner Name Owner Name First Last
Will This LLC / S-Corp Have More Than One Owner?
SSN / EIN of Business Owner
Is This EIN A Foreign EIN For a Business Outside Of The US?
Please List All Owners With Their Name, SSN and Specified % Of Ownership or Title If Non-Profit Here:
Employer Identification Number (EIN) Section
Do You Have Already Have An EIN (Employer Identification Number) Established With IRS?
If Yes, What Is Your Current EIN?
Proposed Business Name Section
Proposed Name For Your Business (Option #1)
Proposed Name For Your Business (Option #2)
Business Contact Information Section
Mailing Address For The Business: Mailing Address For The Business:
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Business Phone Number Business Phone Number - ### - ### ####
Business Email Address
Annual Tax Return Section
Who Will Be Preparing the 1120S Tax Returns For This Business?
Please Sign Below To Complete This Intake Form:

Draw or Type

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Full Name

I understand this is a legal representation of my signature.