BUSINESS FORMATION -INTAKE QUESTIONNAIRE

Privacy Policy

All information received from a client is strictly confidential. Our office takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.

Your personal information will only be used in the event that you retain our office for the preparation of your business formation documents, including but not limited to articles of incorporation, articles of organization, operating agreements, bylaws, and related filings, and then only as necessary in the course of completing and filing your selected documents.

If you have any questions, please don't hesitate to contact our office at (408) 766-3532. We look forward to assisting you.

Contact information

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Business Information

Owners / Members / Officers

Registered Agent

Additional Services

Additional Information

FEES AND EXPENSES

You agree to pay me the following fees, cost and expenses:

I will provide you all the following services (list all services for which the client is being charged):

PAYMENT

PAYMENT: After submitting this form, you will receive a separate payment link to complete your payment. Work will begin once payment is received in full. All fees are non-refundable after services have been performed, subject to the 24-hour cancellation policy described above.

Contact information

Business Information

Proposed Business Name

Alternate Business Name (if first choice is unavailable)

Type of Business Entity

Purpose / Description of Business Activity

Proposed Business Address

State of Formation

Will the Business Operate Under a Different Name (DBA)?

If Yes, Proposed DBA Name

Owners / Members / Officers

Number of Owners, Members, or Shareholders

Owner / Member / Shareholder #1 — Full Legal Name

Owner / Member / Shareholder #2 — Full Legal Name

Owner / Member / Shareholder #3 — Full Legal Name

Owner #1 — Ownership Percentage

Owner #2 — Ownership Percentage

Owner #3 — Ownership Percentage

Owner #1 — Title / Role

Owner #2 — Title / Role

Owner #3 — Title / Role

Owner #1 — Address

Owner #2 — Address

Owner #3 — Address

Owner #1 — SSN or ITIN

Owner #2 — SSN or ITIN

Owner #3 — SSN or ITIN

Registered Agent

Will You Serve as Your Own Registered Agent?

If No, Registered Agent Name

Registered Agent Address (must be a California street address)

Additional Services

Which Additional Services Do You Need?

Additional Information

Desired Start Date for Business

Will the Business Have Employees?

If Yes, Estimated Number of Employees

Is This a Conversion From an Existing Business?

If Yes, Please Describe the Existing Business

Any Additional Information or Questions

FEES AND EXPENSES

Please select the services below

Additional Services Selection

PAYMENT

Today Date

Please type your full legal name below. By typing your name, you are electronically signing this form and acknowledging that this constitutes your electronic signature, with the same legal effect as a handwritten signature.

Please upload any information that you want us to review