This Form Is Used As A Pre-Formation Worksheet For Those Opening A New Entity Or Moving From A Sole Proprietorship Into A Corporation or Other Entity.  You Should Have Already Consulted Our Business Entity Specialist. If Not Please Email Russell at russell.wagtax@frontier.com

Entity Formation Worksheet

Entity Formation Worksheet-S-corporation
First Choice
In CA the desired corporate name is not always available. Even If there is no current company with that name States sometimes block the name. This does not mean you cannot DBA or FBN your desired name in your county. (Slightly Different Is Ok)
Principal Office Street Address (No P.O. Boxes Allowed. Virtual Office Address OK.)
Principal Office Street Address (No P.O. Boxes Allowed. Virtual Office Address OK.)
City
State/Province
Zip/Postal

Company Managment

Corporations have shareholders for its ownership. This is similar to titles such as Partner or Owner. Corporations can have 1 shareholder or several depending on the need.
Shareholder #1 Address
Shareholder #1 Address
Street Address
Apartment/Building/Suite #
City
State/Province
Zip/Postal
If there will be only one shareholder please type 100%.
Under California law, the corporation must have a president, a secretary, and a Treasurer (aka CFO). All offices can be held by a single person if necessary.
Shareholder#2 Address
Shareholder#2 Address
City
State/Province
Zip/Postal
If more than one shareholder put the percentage that this shareholder will have.
If this person will not hold an office leave blank. Under California law, the corporation must have a president, a secretary, and a Treasurer (aka CFO). All offices can be held by a single person if necessary.
Shareholder #3 Address
Shareholder #3 Address
City
State/Province
Zip/Postal
If more than one shareholder put the percentage that this shareholder will have.
If this person will not hold an office leave blank. Under California law, the corporation must have a president, a secretary, and a Treasurer (aka CFO). All offices can be held by a single person if necessary.

Business Info

Since your newly formed company will be part of the public record, providing your business purpose allows the state, the public, and other businesses to understand what kind of work product your organization provides.
Please list the name of the person within your company that we can contact for any important tax-related matters.
What email should be used for Tax Matters?
What Cell Phone should be used for Main Contact?
Business Mailing Address PO. Box OK (Only if Different From Principal Office Address)
Business Mailing Address PO. Box OK (Only if Different From Principal Office Address)
City
State/Province
Zip/Postal
California Physical Business Address (Only If Different from Principal Office))
California Physical Business Address (Only If Different from Principal Office))
City
State/Province
Zip/Postal

Payment Method & Authorization For Our Fees (Base Fee Currently $1850 + State Filing Fees)

Please refer to your Quote from your Representative If different from our current General Formation Fee which is $1850 + State Filing Fees. By checking the appropriate box please authorize & choose your method of payment for our services. This ONLY Authorizes us to process the fee that your Representative gave you during your consult and references our normal base charges.
Do You Need To Speed Up This Filing By Adding The Expedited Rush Filing ? (Cuts the Filing time in 1/2)
By expediting the filing using the Rush Filing Service it normally cuts the wait time in half to receive the Articles of Incorporation back. Normally it takes 15-30 days without the Rush Service and 7-10 business days if you utilize the Rush option.
Please Select One
Which Payment Method Is Preferred?
If you were not provided a quote or do not remember and want to confirm with associate, Please fill out the payment section anyway we will not process any payment until you confirm with associate.
Please Choose One
Please Type Your Your Signature — An"electronic signature" is a method of signing an electronic form that— (A) identifies and authenticates a particular person as the source of the electronic signature; and (B) indicates such person's authorization and approval.

Card Information

This Secure Form Is Used To Provide Us With Your Prefered Payment Method For Services From Our Firm. We Will Not Process Any Payment Using This Criteria Unless & Until You Have Communicated & Agreed Upon Terms & Amounts.
Person/Dept Of Contact
Please choose the person or department in our firm you are submitting this secure form to.
Please Choose One
MM/YY
3 or 4 digit code on back of card.
share any questions or concerns

Corporate Formations in California take 30-90 Days. If you are interested in speeding up the process there is a rush courier service avail at a cost of $360. If you want this service please let us know by email ASAP!

© Wagner Tax & Accounting.

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