CORPORATE/LLC SETUP QUESTIONNAIRE
HOW DID YOU HEAR ABOUT OUR OFFICE? G Verizon YP G Verizon YP Brandon G Yellow Book G Yellow Book Sun City G Osprey Observer G Brandon-Valrico Journal G Internet G Brandon Bar Association G Other (describe)
CONTACT INFORMATION Contact Name (We represent the corporation, llc, etc.): Company Name: Address: Phone: Fax: Alt. Phone: Email:
COMPANY INFORMATION Entity Name: Alternate Name: Company Address: Company Mailing Address:
Corporation ($500.00). Name must include Inc., Corp. Or Co.
LLC ($555.00). Name must include LLC or LC.
What Type of Business will the company conduct:
OWNER INFORMATION (SHAREHOLDERS/MEMBERS) Owner 1: Percentage of Ownership: SSN: Address: City/State/Zip: Phone (home, cell, work): DL No.: Owner 2: Percentage of Ownership: SSN: Address: City/State/Zip: Phone (home, cell, work): DL No.:
Owner 3: Percentage of Ownership: SSN: Address: City/State/Zip: Phone (home, cell, work): DL No.:
Owner 4: Percentage of Ownership: SSN: Address: City/State/Zip: Phone (home, cell, work): DL No.:
MANAGERS (DIRECTORS) Manager/Director 1: Manager/Director 1: Manager/Director 1: Manager/Director 1: Managers and Directors are responsible for the overall management of the Company. They appoint the officers, set salaries for officers, issue stock, set policy for the company
OFFICERS President: VP: Secretary: Treasurer: Officers are responsible for the day to day operations of the Company. They hire and fire the employees, set salaries for employees, order inventory, etc.
FEDERAL TAX IDENTIFICATION NUMBER (FEIN OR EIN). Included in setup. Your Company is required to get an EIN. As part of the cost of setting up your company we will obtain the EIN that your Company will need to open bank accounts, get occupational licenses, file tax returns, etc. In order for us to obtain the EIN, you will need to execute an SS4 and SS4 authorization, which our office will complete for you. How many employees do you anticipate having over the next 12 months: When do you anticipate first paying employees: / /
TAX ELECTION G C Corporation
Preparation of paperwork included in setup. DOES NOT INCLUDE FILING THE FORMS. (Check one) Whether setting up an llc or a corporation, you can elect to be taxed as a C corporation with the IRS. C corporations pay corporate income taxes on it’s net profits. If the profits are distributed to the owners, then the owner also has liability for personal income taxes on the money distributed. Whether setting up an llc or a corporation, you can elect to be taxed as an S corporation with the IRS. S corporations do not pay corporate income taxes, but report the income to the individual owners, who then pay the income taxes personally on the net profits. Only an llc with multiple owners may be taxed as a partnership with the IRS. Partnerships do not pay corporate income taxes, but report the income to the individual owners, who then pay the income taxes personally on the net profits. Only an llc with one owner may be taxed as a sole proprietorship with the IRS. Sole proprietorships do not pay corporate income taxes, but report the income to the individual owner, who then pays the income taxes personally on the net profits.
G S Corporation
G Partnership
G Sole Proprietor
SALES AND USE TAX / UNEMPLOYMENT TAX Will you be selling or leasing any products: What products will you be selling or leasing: Yes
Preparation of paperwork included in setup. DOES NOT INCLUDE FILING THE FORMS. No If your Company will have employees will it use a CPA/Bookkeeper to maintain its payroll: CPA/BK Address:
Yes
No
Will your Company’s business be leasing space: If yes, Landlord Name: Landlord Address:
Yes
No
CPA/BK Phone No.: What will be the estimated payroll for each of the following quarters: Qtr 1: Qtr 3: Qtr 2: Qtr 4:
EMPLOYMENT RELATED FORMS WORKERS COMPENSATION EXEMPTIONS Preparation of WC exemption forms included in setup. DOES NOT INCLUDE FILING FORMS. NON-CONSTRUCTION companies are not required to have wc insurance coverage unless they has more than three (3) employees, which includes owners that work for the company. If your business is not construction related but you are required to get an exemption certificates for companies you work for, then you must file for a Construction exemption. No (Construction or Non-construction)
CONSTRUCTION companies must have WC insurance coverage on all of its employees. Up to three (3) owners of the company may exempt out of wc coverage provided they have at least ten percent (10%) ownership in the company.
Do you need an exemption from workers compensation: Yes *Construction exemptions require a $50.00 filing fee for each exemption. NEW EMPLOYEE FORMS Included in setup.
Circle any employment forms you need:
New Hire
I-9
W-4