Questions about your LLC

Page 1

CLIENT INFORMATION





OWNERSHIP


PARTNER 1 INFO






PARTNER 2 INFO






PARTNER 3 INFO






PARTNER 4 INFO






PARTNER 5 INFO






Page 2

ENTITY AND PURCHASE INFORMATION









PROPERTY INFORMATION



Page 3

CONTROL AND MANAGEMENT

Entity Info


Individual Info
Name of Person(s) who will control the LLC


Determine the Tax Status of the LLC

If the client is setting up the LLC for real estate and the entity will be held another entity owned by the client then:

  1. Set up as a disregarded entity If the client is setting up the LLC as a JV for real estate
  2. Set up the entity as a partnership

If the client is setting up the LLC for a business activity

  1. Ask if the client has discussed with their team how the LLC should be taxed)
Under who's Social Security Number would you like us to pull the EIN?


Joint Venture LLC info