Incorporation Intake Form

Incorporation Intake Form

First up - I'll need to collect some Contact Information.
Contact Person's Name

First NameMiddle NameLast Name
{contactPersons64}'s Email
example@example.com
Business Phone Number

Area CodePhone Number
Business Fax Number

Area CodePhone Number
Principal Place of Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Does your company have different Mailing Address?*

YesNo
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Corporation Details
Name of Corporation
Must include the word “Corporation,” “Incorporated,” or “Limited” or an abbreviation of one of those words.
What type of business will be conducted?
How many Employees?
State of Incorporation

CaliforniaOther
State other than California
Who will help you with tax advice?
Where the corporation will bank?
Total # of Potential Shareholders

Less than 3535 to 9999+
Shareholder Name

First NameLast Name
Do {shareholderName} have a spouse?

YesNo
{shareholderName}'s Spouse Name

First NameLast Name
More shareholder?

YesNo
Shareholder Name

First NameLast Name
Do {shareholderName112} have a spouse?

YesNo
{shareholderName112}'s Spouse Name

First NameLast Name
More shareholder?

YesNo
Shareholder Name

First NameLast Name
Do {shareholderName113} have a spouse?

YesNo
{shareholderName113}'s Spouse Name

First NameLast Name
More shareholder?

YesNo
Please list down all the remaining shareholders.
Are the directors different from the shareholders?

YesNo
If yes, list different names for directors.
Corporate Officers

There can be as many officers as you want, but California requires at least these three positions be filled. They can all be the same person if there is only one shareholder.
CEO / President's Name*

First NameLast Name
CFO / Treasurer's Name*

First NameLast Name
Corporate Secretary's Name*

First NameLast Name
Comments
Please provide your Social Security Number via phone. It is needed in order to apply for EIN number.
Should be Empty:

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Incorporation Intake Form

Corporation Details

Corporate Officers