Business Startup: Intake Form

Please submit the following information via this online form, which is encrypted with SSL to help ensure the data you enter is secure.

Name*
Prefix First Middle Last Suffix
Email*
Enter Email Confirm Email
Phone*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Information
Business Name*
Please enter the desired full legal business name including punctuation and the entity suffix (LLC, Inc., etc.)
Business Entity Type*
- Corporation
- Limited Liability Company (LLC)
- General Partnership
- Limited Partnership
- Limited Liability Partnership (LLP)
Business DBA ("Assumed Name")
The name the business goes by other than its legal name, if applicable.
Business Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Phone Number*
Business Fax Number
Business Email Address*
Business Website
Shares Initially Authorized*
Shares determine ownership rights in the corporation. A minimum of 1,000 shares must be issued. The corporation must pay a tax on the number of shares issued. $10 is paid for the 1,000 shares; $0.01 is paid per share between 10,0001 and 20,000 shares; $0.005 is paid per share between 20,0001 and 200,000 shares; $0.002 is paid per share over 200,0001. Due to this tax, most new corporations issue exactly 1,000 shares.
Initial Corporate Meeting*
Do you prefer to have your initial corporate meeting at our law office, remotely (via Zoom or other service), or have our attorneys draft written consents whereby owners/managers do not actually meet?
- At Wolfe & Houlehan Law Office (Lexington, Kentucky)
- Via Zoom (or other service)
- Without Actual Meeting Via Written Consents
Personalized Provisions
Are there any particular provisions you definitely want to include in the Bylaws?
Consider issues relating to the company owners, officers, powers, liability, voting, termination, etc.
Member-Managed or Manager-Managed*
In a member-managed LLC, the members both own and operate/manage the LLC. In a manager-managed LLC, the members own the LLC while the managers operate/manage the LLC. The managers in a manager-managed LLC may simultaneously be members, thereby also holding ownership rights.
In most cases, the owners will be expected to also operate/manage the LLC, and therefore a member-managed LLC is preferred. But if there are certain individuals who have ownership rights in the LLC but who will not be operating/managing the LLC, a manager-managed LLC is the best option.
- Member-Managed
- Manager-Managed
Professional Organization*
Will this a professional business organization?
If a business will primarily be offering professional services (those provided by doctors, dentists, veterinarians, engineers, architects, accountants, attorneys, etc.), it must be set up as a professional entity.
- Yes
- No
Professional Services*
What type of professional services will be offered?
Business Owners and Officers*
Please list each person's address and title in the business next to their name.
Registered Agent*
The registered agent may be any owner or officer of the company.
Registered Office Address*
The registered office may be any physical address in Kentucky (not a P.O. Box).

Street Address City State ZIP Code
Date Business Started*
Approximate date the business started or will start at this location.
Date Format: MM slash DD slash YYYY
Business Activities*
General description of what the business does, or which industry it is in.
Products Sold
Products sold in Kentucky, if applicable.
Existing Business*
Did you acquire the business from a previous owner?
- Yes
- No
Date Business Acquired*
Approximate date the business was acquired from the previous owner.
Date Format: MM slash DD slash YYYY
Other Businesses*
Do you have other businesses in Kentucky?
- Yes
- No
Other Businesses Owned*
Please include the full legal business name(s) - including punctuation and the entity suffix (LLC, Inc., etc.) - of the other business(es) you own.
Method of Federal Taxation*
If the business is a LLC and you did not file an election to change the method of federal taxation, it is taxed as a Sole Proprietorship if there is only one owner and a Partnership if there are multiple owners.
- Sole Proprietorship
- Partnership
- Corporation
- S-Corporation
Annual Accounting Period / Tax Year*
- Calendar Year
- Fiscal Year
Fiscal Year End Date*
Your company's fiscal year ends on what month and day?
Responsible Party*
The responsible party controls, manages, or directs the applicant entity and the disposition of its funds and assets. The IRS describes it in greater detail here: https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Responsible-Parties-and-Nominees
The responsible party may be an individual, in which case we will need the individual’s full name and social security number. We will not use the responsible party's social security number for any other purpose and will keep it strictly confidential. The responsible party may be another business entity, in which case we will need the business’ name and EIN.
Responsible Party Tax ID*
The responsible party's SSN or EIN.
Status of Employees*
Does the business have employees?
- Yes
- No
Date Employees First Paid*
Approximate date the first employee was paid / will be paid.
Date Format: MM slash DD slash YYYY
Employee Intention*
Will the business have employees working in Kentucky within the next 6 months?
- Yes
- No
Employees Receiving W-2 Forms*
Do you have or expect to have any employees who will receive W-2 forms in the next year?
W-2 forms are Wage and Tax Statements issued by an employer to his or her employees showing taxes (federal income tax, Social Security, Medicare) deduced from their pay. The vast majority of businesses with employees must file W-2s. See an example of a W-2 here: http://www.irs.gov/pub/irs-pdf/fw2.pdf
- Yes
- No
Zoning Registration*
Have you registered with the local building or zoning inspector?
- Yes
- No
Additional Information
Please include any additional information you would like our attorneys to know.
Disclaimer*
Our attorneys may review the information you submit for the purposes described on this website. The use of this form for communication with our firm does not establish an attorney-client relationship. Our review of the information sent to us will not preclude us from representing any other client if confidential information is sent through this form.
- I agree
- I do not agree
Phone
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