Corporation Formation Questionnaire

Lefferts Tax · Please complete every required field marked with *. This form is submitted securely over an encrypted connection.

1 · Contact Information

Full name *

Email address *

Phone number *

Best way to reach you *

Email
Phone
Either

2 · Business Basics

List 2–3 business nameoptions, in order of preference.

We will check availability for your preferred name(s) with the state. Once your name is confirmed, we’ll send formation documents for you to review and sign before anything is filed.

Select US State for Formation *

If uncertain, select the state where you will be doing business.

Briefly describe your intended business.

Do you already have a registered agent, or would you like Lefferts Tax to act as your registered agent?

I have one
Please provide one
Not sure, need guidance

Registered agent name and address

3 · Tax Treatment

Would you like the corporation to be taxed as an S-Corp from the date of formation?

Yes
No
Not sure, need guidance

4 · Authorized Shares

How many shares would you like the corporation be authorized to issue?

There may be tax implications if the number of authorized shares exceeds 10,000. We’ll review this with you as part of your engagement.

5 · Officers

Each title is held by one person. The same person may hold more than one title, and may also appear as a Shareholder and/or Director below.

President

Full name

Mailing address

Secretary

Same as President

Full name

Mailing address

Treasurer

Same as President
Same as Secretary

Full name

Mailing address

6 · Shareholders

Add as many shareholders as needed. Social Security Numbers are transmitted securely.

7 · Directors

Add as many directors as needed. A person may serve as Officer, Shareholder, and Director at once.

8 · Additional Services

Do you anticipate needing to register to do business in any other states (foreign qualification)?

Yes
No
Not sure

Which state(s)?

Is there anything else about your business or situation we should know before your consultation? (optional)