California Corporation Intake Form

"*" indicates required fields

To use the quick set up, your corporation must:
– be based in California;
– not have a shareholder that is a corporation, LLC, or trust;
– have five or fewer shareholders.

For all other companies, click here

Contact Information

This is the contact information which will be used to register your business. Please double check to ensure accuracy before submitting your information.

Name*

First Last

Phone*

Email*

Entity Name (first choice)*

Your company name must be unique in your formation state. We’ll check name availability and use the first name available in the order you provide. We’ll add “Inc.” to the ending unless you provide an alternative.

Entity Name (second choice)*

Physical Address*

Street Address Address Line 2 City State ZIP Code

Mailing Address*

Same as Physical Address

Registered Agent

Every corporation is legally required to have a Registered Agent to accept service of process (e.g. civil complaints in a legal proceeding ) on behalf of the corporation. Registered Agent services are included for the first year as part of our standard package. If you would like to designate a different Registered Agent, please check “no” below and provide the name of an individual and a physical address within the State of California at which the designated person is generally present during normal business hours.

Registered Agent Services for the first year are included in the package. Would you like to accept them?*

Yes

Name of Registered Agent*

Physical Address of Registered Agent*

Street Address Address Line 2 City State ZIP Code

Shareholder Information

Owners of the corporation are called shareholders. Every corporation must authorize the number of shares available to be issued to shareholders in its Articles of Incorporation. Once all of the authorized shares have been issued, the corporation cannot issue additional new shares until the Articles of Incorporation are amended to authorize more shares.

Unless otherwise specified, we recommend authorizing 10,000 shares of stock and then issuing only 1,000 shares to the initial shareholders, leaving 9,000 shares available for future investors and shareholders. Each shareholder’s percentage ownership interest is determined by dividing the number of shares issued to the shareholder by the total number of shares issued to all shareholders. For example, if there are two initial shareholders who each want to own 50% of the corporation, each shareholder would be issued 500 shares.

A corporation must pay corporate taxes on its profits at the state and federal levels unless it makes an S-Corp election, which allows the profits and losses to pass through to the individual shareholders. This avoids double taxation on profits at the corporate level and on dividends at the individual shareholder level. You cannot make the S-Corp election if there will be more than 100 shareholders or if any of the shareholders is a corporation or LLC.

What is the total number of shareholders?*

Enter a number between 1 and 5.

How many total shares are authorized?*

The default is to authorize 10,000 shares unless you specify another amount.

How many total shares are issued?*

The default is to issue 10% of the authorized shares (1,000), or an amount divisible by the total number of shareholders so as to avoid fractional shares. For example, 999 shares for 3 shareholders, or 1000 shares for 5 shareholders.

List of Shareholders

Shareholder Name	Percentage Ownership	Number of Shares	Initial Capital Contribution	Actions

There are no Shareholders.

Will you be making the S-corp election?*

Yes

As an S-Corp, your company’s fiscal year end is Dec. 31st.

If your company's fiscal year end is other than Dec. 31, enter it here*

This is the date your company will close its books for tax and accounting purposes. We’ll review all your answers for consistency and either make the necessary adjustment or contact you to resolve the inconsistency.

Company Directors

Corporations are managed by the directors. The minimum number of directors is three (3) unless there are fewer than three (3) shareholders, in which case the number of directors may be equal to the number of shareholders (e.g. if there is only one (1) shareholder, only one (1) director is legally required.)

Unless otherwise specified, all shareholders will be listed as directors with the corporation’s address as the contact address for each director.

Company Directors

Director Name	Actions

There are no Directors.

Company Officers

Officers are appointed by the Board of Directors and each corporation is required to have the following three corporate officers: CEO/President, CFO/Treasurer, and Secretary. One person may serve as one, two or all three officers at the same time.

Company Officers

Will One Officer Have All Three Titles?	Officer Name	CEO/President Officer Name	CFO/Treasurer Officer Name	Secretary Officer Name	Actions

There are no Entries.

EIN Responsible Party

All corporations are required to have a Federal Employee Identification Number (“FEIN” or just “EIN”). In order to obtain an EIN, the IRS requires the corporation to designate one executive of the corporation (generally the CEO) to be the responsible party for the corporation. The IRS requires the social security number of the responsible party to be included in the application for the EIN.

EIN Responsible Party Name

First Last

Title*

SSN*

Phone*

Email*

Mailing Address*

Same as Corporate Address

California Corporation Intake Form