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Formation Questionnaire
To assist in the preparation of your business formation, we request that you review and complete this questionnaire. The personal and business information questions are designed to obtain information concerning goals and use of the planned business and those individuals which will be owners or managers of the business. Also, listed in the questionnaire are some considerations as to dealing with ownership decisions and structure that you should consider.
I. Business Information
Information about yourself:
Full Legal Name
Date of Birth
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Address
City
County
Zip Code
Home Telephone
Work Telephone
Mobile Telephone
Do we have permission to text this mobile number?
Yes
No
Email
Preferred Method of Contact
Phone
Email
Preferred Meeting Location
Favorite Food/Drink
Hobbies
What type of services will your company be providing?
Type of Business:
For Profit
Non-Profit
Will your business be providing services outside of North Carolina?
Yes
No
Please indicate which states and if the type of services will be different:
What is your intent for the business?
Grow to sell
Income Only
Income first with sale potential in near future
Do you have a Business Plan, Franchise Agreement, or other documents currently in place?
Yes
No
If so, please submit to us for review: (max 10 files, max 20 MB file size)
Type of Business Entity Desired (Reference the Business Entity Comparison Chart for more information)
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Limited Liability Company (LLC) *Typical choice for Small Business Owner
C Corporation
S Corporation (this can be for both a corporation and an LLC)
Professional Entity
Should your professional entity be an LLC or Corporation?
LLC
Corporation
Please indicate what type of professional services will be offered so we can contact the appropriate Board for approval:
Professional License No:
Do you own other professional practices?
Yes
No
What are the names of each practice entity?
Preferred Name of Company:
(Please provide an alternate name if this choice is not available):
If requiring a DBA (“doing business as”), please provide name(s) to be filed:
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Physical Address of the Company
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City
County
Zip Code
Is the mailing address the same as the physical address?
Yes
No
Mailing Address of the Company
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City
County
Zip Code
When do you want to have the company formed?
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As soon as possible
Specific effective date
What date would you like the formation effective?
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Each company in North Carolina is required to have a Registered Agent and Registered Office which is a physical address located within the state. You can list your physical address above if desired or request NC Planning to serve as your Registered Agent. (Please note, we charge an annual fee of $450.00 for this service, if you are not on our ongoing platform)
List my personal address above
List my company address above
I want NC Planning to serve as my Registered Agent
I have another person & address I'd like to serve as my Registered Agent
Full Name of your Individual Agent
Physical Address of the Individual Agent
City
County
Zip Code
Business Tax Year Desired
Calendar Year (Jan-Dec)
Other
Other
For an LLC or Corporation – would you like to make the S-Corp election? (Please confirm with your CPA. If yes, we can prepare and file the form for your signature to be filed with the IRS).
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Yes
No
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