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Certified Specialist In Taxation Law

INTERVIEW SHEET

FOR USE WITH CLIENT IN CONNECTION WITH

FORMATION OF A CALIFORNIA BUSINESS

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1.    Select Type of Entity  

2.    Last Name(s)  

                                

3.    First Name (s)        

Address                  

Client Phone(s)

Fax Numbers   

Preferred name(s) of corporation (in order of preference)

    a.   

    b.   

    c.    

3.    Name and street address of the initial agent for service of process (P.O. Box not acceptable)

            


4.     Total number of authorized shares of Common Stock

            

5.    The street address of principal office of the corporation

           



6.    The names and addresses of the initial directors

              

           

7.  Names and Titles of Officers and Driver's License numbers

    a.    Name

    b.    Title  

    c.    Driver's License No. for DE-1 Form 

    a.    Name 

    b.    Title   

    c.    Driver's License No. for DE-1 Form 

 

    a.    Name

    b.    Title   

    c.    Driver's License No. for DE-1 Form 

8.    Initial Issuance of Shares

    a.    Aggregate shares to be issued 

    b.    Consideration

9. Authorization of bank account(s)

   

   

10.     Name and branch of bank(s)

           


11.    Number of signatures required  1.    2.   3.

12.    Authorized signatories:


13.    Dollar limitations, if any, on authority of signatories

14.    S Corporation Election and Form SS-4 Information:

    a.    Is S Corporation election to be made?

        Yes     No

15.    Social Security numbers of Shareholders and Spouses:

    a1.    Shareholder's Spouse's Name

    b1.    Spouse Social Security No.

    a2.    Shareholder's Spouse's Name

    b2    Spouse Social Security No.

    a3.    Shareholder's Spouse's Name

    b3.   Spouse Social Security No.


16.    Description of principal business activity

         

17.    County of business location

18.    Estimated number of employees in first year 

19.    First date wages (will be) paid: 

20.    Products or services to be sold: Wholesale  Retail   N/A    Other:

21.    Fictitious Business Name, Tradename, Trademark search issues? 

22.    Out of state or country busines

23.    Special agreements required (e.g., Right of First Refusal, Buy-Sell, Indemnification Agreement)? 

24.    Pension, medical or other plans

25.   Additional questions or comments:

 

 

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For questions or comments regarding this web site Michael D. Daniels
                    Last modified: January 14, 2008