Client Intake

California LLC Formation

Please complete all required fields below. This information will be used to file your LLC with the State of California.

Personal Information

Full Legal Name *

Date of Birth *

SSN or ITIN *

Home Address — Street *

City *

State *

ZIP Code *

Phone Number *

Email Address *

Desired LLC Name — Option 1 *

Desired LLC Name — Option 2

Desired LLC Name — Option 3

Business Purpose / Description *

Business Address *

City *

State *

ZIP Code *

Management Structure *

Most small LLCs are member-managed, meaning all owners participate in running the business.

How many members (owners) will the LLC have? *

Registered Agent *

I will serve as my own registered agentI will use a registered agent service

Agent Name *

Agent Street Address in California *

City *

ZIP Code *

Estimated Business Start Date

Expected First-Year Revenue

Number of Expected Employees

Fiscal Year End

Will the LLC need an EIN (Federal Tax ID)?

Almost all businesses need an EIN.

Will the LLC have employees?

Will the LLC sell physical goods?

If yes, a California Seller's Permit may be required.

Anything else we should know?

Your information is kept confidential and used solely for LLC formation purposes.