Corporate Resolutions Formation

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					From The Floyd Company...

                 Corporation, Partnership, LLC
                       Things to Bring
      Business Paperwork - If you haven't already, please provide copies of all business start up paperwork
      including:
          Corporations:             corporate resolutions,                     articles of incorporation,
                                    certificate of incorporation
          Partnerships & LLCs:          certificate of formation,                        company agreements
          All:                          most recent annual report to state,
                                        any IRS election forms (2553 Election by a Small Business
                                         Corporation, 8832 Entity Classification Election),
                                        initial letters from the IRS (e.g. assigned Employer Identification
                                         Number notice),
                                        prior year tax return,
                                        list of all members/shareholder's ownership percentages, full names,
                                         addresses and social security numbers.
      Bank Accounts - Please provide year-end bank statements for all bank accounts.
      Assets - Please provide invoices for any assets (equipment costing over $500 per) purchased during
      the year (e.g. automobile contracts, operating lease agreements, etc.).
      Sales Tax - Please provide copies of your Washington State Deparatment of Revenue Excise Tax
      Returns for the entire tax year.
      Payroll Tax - Please provide a copy of the federal and state payroll tax returns for all quarters of the
      year (940, Labor & Industries, Employment Security, W2 and W3 forms).
      WARNING: I9s and W4s are required to be in your files for all employees.
      Loans - Please provide copies of year-end loan statements for each loan/note payable. For any new
      loans entered into, include loan agreement, payee's tax identification number and address as well as
      interest rate paid.
      Income & Expenses - Please provide a Business Worksheet for all business income & expenses.
      Mileage - Please provide the amount the business paid for all company-owned vehicles (reimburse-
      ments for mileage or actual expenses).
      Company Financial Information - Please provide a full year financial report and Profit&Loss state-
      ment. Reconcile all bank accounts before finalizing accounting records.
      Shareholders/Membership - Please provide any changes to ownership of shareholders or members
      including ownership percentages, full names, addresses and social security number for any new
      shareholders or members.



                                            Pamela J. Floyd
                           125 Hwy. 20 N. • P.O. Box 655 • Twisp, WA 98856
                                                                                                                 Corp Ptrshp
                                (509) 997-3262 • (800) 468-4829                                                  Info Request
                       Securities offered through KMS Financial Services, Inc. - Member SIPC & FINRA                  12/08

				
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Description: Corporate Resolutions Formation document sample