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Contact

Let's talk about your business.

The fastest way to get started is to schedule a consultation directly. Choose a time that works for you below. If you have a question before scheduling or prefer to reach out first, use the contact form beneath the calendar.

Lefferts Tax - Service Request

Choose your service path.

Name

This field is for validation purposes and should be left unchanged.

What would you like to do?(Required)

Start a new entity formation

Get an additional service for an existing entity

Apply for an ITIN

Has the applicant ever had a U.S. Social Security Number (SSN), or previously applied for or received an ITIN?(Required)

Yes, ITIN

Not sure

Yes, SSN

Is this ITIN application connected to an entity Lefferts Tax has formed or is forming for you (e.g., an LLC)?(Required)

Yes

Not sure

Entity name(Required)

Entity Type(Required)

LLC

Corporation

Nonprofit

How many members will the LLC have?(Required)

LLCs with more than 4 members require a consultation before filing.

Consultation Required
LLCs with more than 4 members are automatically routed to a consultation rather than direct filing. A $200 consultation deposit applies, credited toward your formation fee. You will see the calendar link to book after having submitted the form

LLC Formation Tier(Required)

Essential Formation

Professional Formation

Strategic Formation

Corporation Formation Tier(Required)

Essential Formation

Professional Formation

Strategic Formation

Do any of the following apply to your organization? (Select all that apply, or select "None of these apply")(Required)

Nonprofit Formation(Required)

Nonprofit Formation

Standalone service — not a tier. Starts at $2,500.

State Filing Fee (LLC)(Required)

An additional county publication fee may apply.

An additional newspaper publication fee may apply.

An additional county-based publication fee will apply.

State Filing Fee (Corporation)(Required)

An additional county publication fee may apply.

An additional newspaper publication fee may apply.

State Filing Fee (Nonprofit)(Required)

Uses the state's nonprofit-corporation filing fee (assumption — confirm before launch).

An additional county publication fee may apply.

An additional newspaper publication fee may apply.

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Add additional services? (optional)

Annual/Biennial Compliance Filings

Amendments (starting at)

Dissolution (starting at)

Foreign Registration/Qualification (starting at)

DBA Filing (starting at)

Domestication / Conversion (starting at)

Franchise Tax Filing (quote required — $250 deposit today)

S-Corp Election — from $599 (choose type below)

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Add additional services? (optional)

Annual/Biennial Compliance Filings

Amendments (starting at)

Dissolution (starting at)

Foreign Registration/Qualification (starting at)

DBA Filing (starting at)

Domestication / Conversion (starting at)

Franchise Tax Filing (quote required — $250 deposit today)

S-Corp Election — from $599 (choose type below)

This field is hidden when viewing the form

Add additional services? (optional)

Annual/Biennial Compliance Filings

Foreign Registration/Qualification (starting at)

Entity Type(Required)

LLC

Corporation

Nonprofit Corporation

Other

Which services do you need?(Required)

Annual/Biennial Compliance Filings

Amendments (starting at)

Dissolution (starting at)

Foreign Registration/Qualification (starting at)

Franchise Tax Filing (quote required — $250 deposit today)

S-Corp Election — from $599 (choose type below)

Which services do you need?(Required)

Annual/Biennial Compliance Filings

Foreign Registration/Qualification (starting at)

S-Corp Election Type(Required)

Standard (Form 2553 only)

IRS + State/Local Filings

Retroactive election

Add retroactive / late-election relief (+$100)

ITIN Application Fee

Price: $0.00

Full name(Required)

Email address(Required)

Phone number(Required)

Best way to reach you(Required)

Phone

Either

Number of Applicants(Required)

ITIN Application (Form W-7) — $599 per applicant

List 2–3 business name options, in order of preference(Required)

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.

Briefly describe what your business does(Required)

Do you already have a registered agent, or would you like Lefferts Tax to provide one?(Required)

I have one

Please provide one

Not sure, need guidance

Registered agent name and address(Required)

Will the LLC be member-managed or manager-managed?(Required)

Member-managed

Manager- managed

Not sure, need guidance

Provide the following information for each member (up to 4)(Required)

Full name

Home Address

Ownership %

Will this member also serve as a manager? (Yes or No)

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

Yes

Not sure, need guidance

How many shares would you like the corporation authorized to issue?(Required)

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.

Who is the President?(Required)

Enter full name and mailing address

Who is the Secretary?(Required)

Enter full name and mailing address. Or, indicate if it's the same as the president.

Who is the Treasurer?(Required)

Enter full name and mailing address. Or, indicate if it's the same as the president and/or secretary.

Provide the following information for each shareholder(Required)

Full Name

Mailing Address

Number of Shares

Same as Officer?

Click the "+" icon to add additional shareholders. If a shareholder is also an officer, enter their title (e.g., President, Secretary, Treasurer) under "Same as Officer?". If they are not an officer, type "None".

Provide the following information for each Director(Required)

Full Name

Mailing Address

Same as Officer?

Click the "+" icon to add additional directors. If a director is also an officer, enter their title (e.g., President, Secretary, Treasurer) under "Same as Officer?". If they are not an officer, type "None".

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

Yes

Not Sure

Which state(s)?(Required)

Proposed organization name(Required)

Has the organization already been legally formed (articles of incorporation filed)?(Required)

Yes

Still planning

What type of entity is it (or will it be)?(Required)

Corporation

Unincorporated association

Trust

LLC

Other

LLCs and certain other entity types are not eligible to apply for 501(c)(3) status using the streamlined Form 1023-EZ process. We'll reach out to discuss the right path for your organization. LLCs ARE eligible for 501(c)(3) status generally, but cannot use the EZ form — this is an IRS rule, not a Lefferts Tax restriction.

Briefly describe the organization's mission and primary activities(Required)

Who is the President of the organization?(Required)

Full Name

Mailing Address

Who is the Secretary of the organization?(Required)

Full Name

Mailing Address

Who are the Director(s) of the organization?(Required)

Full Name

Mailing Address

Click the "+" icon to add additional directors.

Do you project annual gross receipts will exceed $50,000 in any of the next 3 years, or have they exceeded $50,000 in any of the past 3 years?(Required)

Yes

Do you have total assets with a fair market value over $250,000?(Required)

Yes

Were you formed under the laws of a foreign country, or is your mailing address in a foreign country? (U.S. territories do not count as foreign)(Required)

Yes

Are you a church, school, hospital, or medical research organization (or applying for recognition as one)?(Required)

Yes

Were you formed as a for-profit entity, or are you a successor to a for-profit entity (e.g., converted/merged from one, or took over substantially all of its assets)?(Required)

Yes

Has the organization (or a predecessor organization) previously had its tax-exempt status revoked or denied, other than an automatic revocation for not filing required returns for 3 years?(Required)

Yes

What is the organization's EIN, if already obtained?

What category best describes your organization's primary activity?(Required)

Is there anything else about your organization we should know before your consultation?

Applicant's full legal name(Required)

Name at birth, if different

Date of Birth(Required)

Country of birth(Required)

Country(ies) of citizenship(Required)

Foreign (home country) address(Required)

street, city, country, postal code

U.S. mailing address, if different from foreign address

Foreign tax identification number, if the applicant has one

What is the reason for this ITIN application?(Required)

Nonresident alien claiming a tax treaty benefit

Nonresident alien filing a U.S. federal tax return

U.S. resident alien filing a U.S. federal tax return

Dependent of a U.S. citizen or resident alien

Spouse of a U.S. citizen or resident alien

Nonresident alien student, professor, or researcher

Dependent or spouse of a nonresident alien visa holder

Other/not sure

The IRS requires a specific supporting reason for every ITIN application. If you're not sure which applies, select “Other / not sure” and our team will help determine the correct category during your consultation

Will this ITIN application be submitted together with a U.S. federal tax return, or as a standalone application (allowed only in limited exception cases)?(Required)

Submitted with a tax return

Standalone Application

Not sure

Do you hold a U.S. visa?(Required)

Yes

Visa type(Required)

Visa number(Required)

Expiration date(Required)

Which document do you plan to provide to establish the applicant's identity and foreign status?(Required)

Passport

National ID card plus a supporting document

Driver's license plus a supporting document

Birth certificate plus a supporting document (typically required for dependents under 18)

Other combination / need guidance

A passport is the only document the IRS accepts on its own to prove both identity and foreign status; any other document must be paired with a second supporting document. We'll confirm the right combination for your situation before filing.

Are you able to provide original identification documents, or certified copies issued directly by the issuing agency?(Required)

Yes

Not sure

The IRS does not accept plain photocopies. Our team will advise whether original documents, agency-certified copies, or an in-person document review is the right path for your situation.

Is the applicant a minor (under 18)?(Required)

Yes

Which parent/guardian document will be provided along with the minor's identification (e.g., birth certificate, custody or guardianship documentation)?(Required)

Is there anything else about your situation we should know before your consultation?(Required)

Legal Name of Existing Entity(Required)

Where is the entity currently registered?(Required)

Is the entity registered (foreign qualified) in any other state(s)?(Required)

Yes

List the other state(s) where the entity is registered(Required)

Entity's EIN(Required)

What service are you requesting?(Required)

Amendment

Dissolution

Foreign Qualification Choice

DBA Registration

Domestication (moving to another state)

What are you amending?(Required)

Business name

Registered Agent

Members or ownership structure

Management structure

Business purpose

Other

Briefly describe the change being made(Required)

Does this amendment affect ownership percentages or add/remove a member or shareholder?(Required)

Yes

Do you need the existing Operating Agreement or Bylaws updated to reflect this change?(Required)

Yes

Not sure

Has the entity stopped operating, or is it still active?(Required)

Stopped operating

Still active

Planning to wind down

Does the entity have any outstanding debts, unresolved liabilities, or pending legal disputes?(Required)

Yes

Not sure

Are all members/shareholders/owners in agreement to dissolve?(Required)

Yes

Not sure

Has the entity filed all required state annual reports and is it currently in good standing?(Required)

Yes

Not sure

Will you need help with final state and federal tax returns as part of this dissolution?(Required)

Yes

Not sure

Which state(s) do you need to register in?(Required)

What is triggering the need to register in this state?(Required)

Opened an office or physical location

Hired an employee in the state

Own or lease property there

Regularly conduct in- person business there

Not sure — just want to confirm whether we need to

Will you need a registered agent in the new state, or do you already have one arranged?(Required)

Need one provided

Already have one arranged

Proposed DBA / fictitious business name(Required)

State (and county, if applicable) where the DBA will be filed(Required)

Is this DBA for the entity named in Section 2, or for a different entity/individual (e.g., a sole proprietor)?(Required)

Same entity as above

Different entity or individual

Please provide the legal name of the entity or individual this DBA is for.(Required)

Will this DBA require newspaper publication in your state/county? (If you're not sure, leave as "Not sure" — staff will confirm.)(Required)

Yes

Not sure

Which state are you moving the entity TO?(Required)

What is driving the move?(Required)

Relocating the business

Owner(s) relocated

Better tax or legal environment in new state

Other

How many members/shareholders does the entity currently have?(Required)

Anything else about the planned move we should know before your consultation?

If you have any of the entity's existing formation documents (e.g., Articles of Organization/Incorporation, Operating Agreement, Bylaws, prior amendments) available, you're welcome to upload them now. This is optional — we can also request these directly if needed.

Max. file size: 512 MB.

Thanks for filling in the form, we will be in touch

Thank you. Individuals who already have or have had a U.S. SSN or ITIN generally cannot apply for a new one. A member of our team will follow up to review your specific situation.

Thank you. A member of our team will follow up to review your specific situation.

Dissolutions involving outstanding debts or disputes require attorney guidance to protect you from personal liability. We'll reach out to schedule a consultation." Flag the submission "Consultation Required — Complex Dissolution.

Thanks for your submission. We'll reach out to schedule a consultation.

Thanks for your submission. Domestication involves legal analysis in both your current state and your destination state, and we handle this as a guided engagement rather than a self-service filing. A member of our team will reach out to discuss next steps and provide a quote.

Franchise Tax Filing is charged as a $250 deposit today; the final fee will be confirmed during intake and any balance invoiced separately.

Credit Card

Estimated Total

LLC Consultation Deposit

Price:

Schedule a Consultation

Consultation requests require an upfront $200 booking fee.

General Inquiries

If you wish to ask a question, please complete the form below. We will respond within one business day.

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Last Name

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Practice Information

PRACTICE

RESPONSE TIME

AREAS OF PRACTICE

Entity Formation (all 50 states + D.C.)
S-Corp Elections & Compliance
ITIN Applications
Entity Amendments, Dissolutions & Maintenance
Foreign Qualification & Domestication
Nonprofit formation and tax exempt applications