The Basics

Email Address

Name of LLC:

Please give us your top 3 choices for an LLC name. List your first choices first.

Address of LLC:

Also include mailing address if different.

Agent for Service of Process:

All LLCs must have an agent for service of process to receive legal papers in the event your company is sued. The agent can be you, your attorney, or another individual or registered agent in California.

Structure

Mangement

LLCs can be managed by the members (owners) of the LLC or by managers. When an LLC is managed by members, it more closely resembles the management structure of a partnership. When an LLC is managed by managers, it more closely resembles the management of a corporation, where the owners (shareholders) are not involved in the day-to-day running of the business. You must outline in the Articles of Organization whether your LLC will be member-managed or manager-managed.

Owners/Members

For each owner, list the following: (1) Name (2) Percentage of ownership (3) Are they a Manager? (the LLC's governing body) (4) Services performed (if any) (5) Cash invested thus far (if any) (6) Vesting schedule (earning ownership over time) For Example: Tobias Foxtrot; 85%; Manager; CEO; $18,000; No Vesting Pam Pamplemousse; 30%; Not a Manager; Marketing Services; $0, 5-Year Vesting

Chief Executive Officer

Having a CEO is optional. If you are the sole owner, you can be the CEO. If there are multiple owners, designating a CEO can help designate certain management powers to the CEO.

Tax information

How would you like your LLC to be taxed?

Please make sure to check with your accountant and/or tax counsel.

IRS Contact

Name of one person the IRS can contact on behalf of the LLC and his or her (1) SSN / ITIN and (2) Phone Number. You can provide this information over the phone if you prefer.

Employees

What is the maximum number of W2 employees you expect to have in the next twelve months? If you have any existing employees, note how many.

Regulated Activites

Confirm whether your business engages in any of the following (say "none" if none apply, or specify) Gambling/wagering Selling or manufacturing alcohol, tobacco, or firearms Ownership of a highway motor vehicle with a taxable gross weight of 55,000 pounds or more

Type of Business:

In just a few words, for example "creative agency" or "interior design studio".