Name

First Name

Last Name

Email Address

Phone

(###)

###

####

What is the proposed business name?

(I.e. the “fictitious business name” to be filed with the County)

Where will the business be located?

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Will you be the owner of this business or an are you an Authorized Agent filling this form out on behalf of the business?

When would you like to form the business?

Describe the general purpose and activities of the business and/or the types of goods and services that will be provided.

Identify all insurance policies you intend to have for the business.

(E.g. workers’ compensation insurance, general liability insurance, etc.).

Do you intend for the business have a county business license?

Do you intend for the business have a seller’s permit?

Do you intend for the business use a resale certificate?

Do you intend to have anyone contribute money to the business by either a loan, investment, or a donation/gift?

If so, explain them briefly (if already known).

Do you intend for the business to work with a CPA and/or bookkeeper to help with its taxes?

Do you intend for the business have an EIN (Employer Identification Number)?

Do you intend for the business to have employees?

If you intend for the business to have employees, how many?

When do you plan on hiring employees? (If any).

Do you intend for the business to have any independent contractors?

If you intend for the business to have independent contractors, how many?

When do you plan on hiring independent contractors? (If any).

Identify whether you intend for the business to have a logo or catch phrase that you may want to protect by copyright or trademark.

(If the business will have a logo or other graphic(s), please email copies to Sharmila Parkman at srp@parkmanfirm.com).

Identify all contracts and/or invoicing documents the business intends to use for clients or patrons, if any.

(Please email copies of all client-facing materials to Sharmila Parkman at srp@parkmanfirm.com).

Please provide the business’s website and any social media handles, if you have any already.

If not, type "N/A" and briefly describe why not.

Identify anything else you would like us to know about the business.

Sole Proprietors | Formation

Licensed in California