LLC FORMATION ASSESSMENT 1 Applicant Profile 33% 2 Business Details 66% 3 Strategy & Review 100% LLC FORMATION ASSESSMENT Applicant Profile Estimated Completion Time: 7–10 Minutes Preliminary Assessment Disclaimer This questionnaire provides a preliminary assessment only. The final recommendation may change after reviewing your complete circumstances, applicable federal and state laws, and tax considerations. 01 Applicant Information Please provide your basic information. Applicant Name Email Address Are you? U.S. Tax ResidentNon-U.S. Resident A U.S. Resident Information Applicable to U.S. citizens, green card holders and U.S. tax residents. Which state do you currently reside in? Actual Business Operating State Where will your business primarily operate? My home state onlyMultiple U.S. statesInternationallyFully online Which other states? Countries of operation Have you already started operating? YesNo Current Business Name Current Entity Type Current State of Registration Current EIN? YesNo B Non-U.S. Resident Information Applicable to non-U.S. resident individuals and foreign companies. Country of Residence Country of Tax Residence Do you currently have an ITIN? YesNo Do you currently have an EIN? YesNo Do you have an Existing U.S. Company? YesNo Existing Entity Type Existing Company State Year Formed 02 Business Type Select the type of business you are starting. What type of business are you starting? ConsultingProfessional ServicesSoftware / SaaSE-CommerceAmazon FBAReal EstateHolding CompanyRetailManufacturingOther If Other, please specify Amazon FBA — Is inventory stored by Amazon? YesNo Amazon FBA Note Formation-state analysis is separate from sales-tax, inventory nexus and marketplace tax analysis. Real Estate — Properties located in: SaaS — Will you seek investors? YesNo Previous Next 1 Applicant Profile 33% 2 Business Details 66% 3 Strategy & Review 100% BUSINESS & STRATEGY Business Details Help us understand your ownership, operations and future plans. 03 Ownership & Operations Tell us about ownership and business operations. Number of Owners OneTwoThree or More Are any owners non-U.S. residents? YesNo Will your business have any of the following in the U.S.? Select all that apply. Employees Office Warehouse Inventory Independent Contractors 04 Financial Expectations Estimated figures help determine suitable entity options. Estimated Annual Revenue Under $50,000$50,000–250,000$250,000–1 MillionOver $1 Million Expected Annual Profit Under $50,000$50,000–150,000Over $150,000 05 Banking & Payment Needs Select any services you may need assistance with. U.S. Business Bank Account Stripe PayPal Other Payment Platform 06 Business Priorities Choose the factor that matters most to you. What is your highest priority? Choose ONE Lowest Formation CostLowest Annual CostPrivacyAsset ProtectionTax EfficiencyInvestor ReadinessBankingAdministrative Simplicity What are your future business plans? Select all that apply. Raise Investment Hire Employees Expand Internationally Own Real Estate 07 Preferred State Your preference is considered, but actual operations have priority. Preferred State (if any) DelawareWyomingTexasFloridaNevadaHome StateNot Sure Previous Next 1 Applicant Profile 33% 2 Business Details 66% 3 Strategy & Review 100% SERVICES & RECOMMENDATION Final Assessment Your preliminary recommendation is generated from your answers. 08 Recommended Strategy Automatically generated from the questionnaire. Advisor assessment is being generated... Recommended State Alternative State(s) Recommended Entity Federal Tax Classification Why This Recommendation? 09 Potential Compliance Considerations Automatically identified based on your answers. 10 Suggested Next Steps Recommended sequence after assessment. 01 Review the recommended state. 02 Review the recommended entity structure. 03 Review federal tax classification. 04 Complete required formation documents. 05 Obtain EIN and complete required registrations. 06 Review state tax, licensing and compliance requirements. 07 Maintain an ongoing compliance calendar. Cross-Border Scenarios Foreign Ownership Foreign ownership may require additional U.S. tax, banking and reporting review. U.S. Operations U.S. offices, employees, inventory or other meaningful operations may create registration or tax obligations. Multi-State Operations Operating in multiple states may require foreign qualification and additional state compliance. 11 Additional Services Select services you may require. LLC Formation Registered Agent EIN Operating Agreement Bookkeeping Payroll Annual Reports Sales Tax Registration Trademark Registration Business Licences Disclaimer This questionnaire is intended to provide a preliminary assessment based on the information provided. Any recommendation generated is for informational purposes only and does not constitute legal, tax, accounting, or financial advice. Final recommendations may change following a detailed review of your specific circumstances. Completion of this questionnaire does not create a professional or client relationship. I have read and understood the above disclaimer. Previous Next
