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Business Incorporations
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Incorporation
This workbook and your answers are used by us to prepare the requested legal forms. Please use the information found in this workbook and, if applicable, in the appropriate our
Overview
on the subject or your own knowledge or independent research when deciding how to proceed in your legal matter. If you need additional resources, please do not hesitate to ask your Representative for help in finding them.
Please complete this workbook carefully and legibly. Please cross out or write “N/A” above any answer that does not apply to your situation. If an answer is left blank, we will assume the intended answer is “none” or “N/A”.
CONTACT INFORMATION
CONTACT INFORMATION
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Mr.
Mrs.
Ms.
Dr.
Choice 5
Name
First
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Last
Date of Birth
Company
Primary Address
Address Line 1
Address Line 2
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State
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SECTION A: ARTICLES OF INCORPORATION
1. NAME OF CORPORATION
Note:
We can do a preliminary search of business name availability based on your workbook entry. The business entity search is done directly through the Secretary of State. It can be used to determine if an entity with the same name is currently registered with the State. However, We cannot guarantee name availability. Let us know if you are interested in this service.
NAME OF CORPORATION:
Print the name of the corporation exactly as you want it to appear on the records of the California Secretary of State.
2. NAME AND ADDRESS OF AGENT FOR SERVICE OF PROCESS
Print the name of the agent for service of process in California. An agent is an individual, whether or not affiliated with the corporation, who resides in California or a corporation designated to accept service of process if the corporation is sued. The agent should agree to accept service of process on behalf of the corporation prior to designation. If a corporation is designated as agent, that corporation must have previously filed a certificate with the California Secretary of State.
Note:
A corporation cannot act as its own agent and the address must be a physical street address (no P.O. boxes or Private Mail Boxes, such as the ones found at retail mailbox stores).
Name:
Address:
City:
State:
Zip:
Check here if the agent is a corporation. If this box is checked, proceed to the next question.
Agent is a corporation.
3. INITIAL ADDRESSES FOR THE CORPORATION
Initial Street Address
Check here if the initial street address is the same as the address for service of process in Question #2. If this box is checked, proceed to the next question.
Same address as service of process address.
Street:
City:
State:
Zip:
Initial Mailing Address
Check here if the initial maling address is the same as the address for service of process in Question #2. If this box is checked, proceed to the next question.
Same address as service of process address.
4. SHARES
Note:
Before shares of stock are sold or issued, the corporation must comply with the Corporate Securities Law administered by the Department of Corporation
s.
Print the total number of shares of stock the corporation will be authorized to issue.
5. WHO WILL SIGN THE ARTICLES?
Identify the person who will sign the Articles. Only one Incorporator is needed.
6. IS THIS CORPORATION A PROFESSIONAL CORPORATION?
If your corporation engages in a professional service such as Medicine, Law, Accounting, Dentistry, Chiropractic, Pharmacy, Veterinary Medicine, Architecture, Nursing, Psychiatry, Psychology, Marriage and Family Therapy, or some other such field, you may be required to register as a Professional Corporation. Please check with the Secretary of State, The Department of Corporations, or your profession’s licensing board to see whether your field must register as a Professional Corporation.
Yes
No
SECTION B: BYLAWS
The incorporator will adopt the bylaws and will sign them along with the corporate Secretary, who will attest that they have been properly adopted. Bylaws are generally effective on the date the incorporator names the initial directors and adopts the bylaws.
7. FULL ADDRESS OF PRINCIPAL EXECUTIVE OFFICE OF CORPORATION
Check here if the address of the principal executive office is the same as the address for service of process in Question #2. If this box is checked, proceed to the next question.
Same address as service of process address.
Address:
City:
County:
State:
Zip:
8. HOW MANY DIRECTORS SHOULD THE CORPORATION BE AUTHORIZED TO HAVE?
There needs to be at least as many directors as shareholders, up to three. It is always good to have an odd number to avoid deadlocks.
9. TYPE OF BUSINESS
Briefly identify the type of business the corporation will engage in:
Section C: INITIAL RESOLUTIONS
The initial resolutions of the corporation can be adopted either (a) in a consent to action form signed by all directors (without holding an organizational meeting of directors) or (b) in the minutes of the organizational meeting of directors.) A consent to action will be prepared unless you request otherwise.
10. LIST THE FULL NAMES AND ADDRESSES OF THE OFFICERS OF THE CORPORATION
President:
Vice-President (optional):
Secretary:
CFO/Treasurer:
11. DIRECTORS OF THE CORPORATION
List the full names and addresses of the directors of the corporation.
12. CORPORATION'S BANK ACCOUNT MANAGERS
List the names of the persons who are authorized to establish and manage the corporation's bank accounts.
13. SHAREHOLDERS
Enter information about the shareholders in this section.
When issuing shares, you must file your Limited Offering Exemption Notice at the California Department of Business Oversite website. Most of our small business customers file under section 25102(f) of the California Corporations code.
List the full names of all the Shareholders of the Corporation and the number of shares each Shareholder will receive.
What will each Shareholder contribute to the Corporation in return for his or her shares?
14. TAX INFORMATION
Contact your accountant for any tax advice you may need in order to answer these questions.
Will the Corporation be making the election to be taxed as a 'S' Corporation? If the corporation will be making the Subchapter S election, then IRS Form 2553 must be completed and submitted to the IRS by the appropriate deadline. See our Overview to Forming a Business Entity for more information.
Yes
No
What month and day will the corporation's taxable year end? If the corporation is to have a natural tax year, then this day is December 31.
December 31
We will have a fiscal year that ends on a different date.
What month and day will the corporation's taxable year end?
We Need Your Social Security Number.
The Corporation will need an Employer Identification Number (EIN), which will be its taxpayer identification number. Enter the Social Security Number of the "Responsible Party" so that we can complete form SS-4 and obtain the EIN.
Enter SS#
Approximately how many employees will the Corporation have in the next 12 months?
How did you hear about us?
Internet Search
Referral from Past Client
Referral from Professional
Repeat
Title Company
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