Email Address

What is the business name?

Is the business name registered with the county as a “fictitious business name”?

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

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

Who or what business is listed as your registered agent?

If unsure, type "Not sure".

Identify all insurance policies the business has, if any.

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

Does the business have a county business license?

Does the business have a seller’s permit?

Does the business use a resale certificate?

Has anyone contributed money to the business by either a loan, investment, or a donation/gift?

If the business has received contributions, explain them briefly.

Is the business currently working with a CPA and/or bookkeeper to help with its taxes?

Does the business have an EIN (Employer Identification Number)?

Does the business have employees?

If the business has employees, how many?

Identify the employees’ names and corresponding positions.

If applicable.

Identify the business’s hiring process. (I.e. Does it have employment applications? Are interviews standardized or ad hoc? Etc.).

Please email copies of all hiring materials to Sharmila Parkman at srp@parkmanfirm.com.

Does the business plan on hiring employees within the next year?

If the business does plan on hiring, how many and for what positions?

Does the business plan on laying off or terminating any employee(s) soon?

If the business does plan on laying off or terminating any employee(s), identify the employee(s) name, their position, and the reason for laying off or termination?

Does the business have any independent contractors?

If the business has independent contractors, how many?

What types of independent contractors does the business have?

Identify all the human resource paperwork the business has in place for employees and/or independent contractors. (E.g. contracts, employee handbook, etc.).

Please email copies of all human resource materials to Sharmila Parkman at srp@parkmanfirm.com.

If the business has employees and/or independent contractors, identify which payroll provider is used.

Identify whether the business has a logo or catch phrase that it wants to protect or that is already protected by copyright or trademark.

If the business has a logo or other graphics, please email copies to Sharmila Parkman at srp@parkmanfirm.com.

Identify all contracts and/or invoicing documents the business uses 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.

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

Sole Proprietorships | General Counsel

Licensed in California