LLC FORM | Vision Accounts LLC

LLC - LIMITED LIABILITY COMPANY FORMATION QUESTIONNAIRE

Please provide the following information to ensure all documents are properly prepared for the formation of your Texas limited liability company (LLC). Complete all fields accurately and thoroughly to avoid any delays in processing.

Contact Information: Please fill in your contact information.

First name

Last name

Email

Phone

Address

Company name

Referred by:

Please provide the following information to ensure all documents are properly prepared for the formation of your Texas limited liability company (LLC). Complete all fields accurately and thoroughly to avoid any delays in processing.

1. Desired LLC Name: Fill in the proposed company name and two alternate names for the LLC. Use exact punctuation, capitalization, and spacing.

First Choice:

Second Choice:

Third Choice:

2. Business Adress

Use Vision Accounts Address

Use your address (please provide address below)

Business Address (only if using your address)

3. Registered Agent

Do you want Vision Accounts to act as your registered agent?

YES

No (If no, provide the NAME and ADDRESS of your registered agent)

4. LLC Members

MEMBER 1 Name:

MEMBER 1 Shares %:

MEMBER 1 Address:

MEMBER 2 Name:

MEMBER 2 Shares %:

MEMBER 2 Address:

MEMBER 3 Name:

MEMBER 3 Shares %:

MEMBER 3 Address:

MEMBER 4 Name:

MEMBER 4 Shares %:

MEMBER 4 Address:

MEMBER 5 Name:

MEMBER 5 Shares %:

MEMBER 5 Address:

MEMBER 6 Name:

MEMBER 6 Shares %:

MEMBER 6 Address:

(If more than 6 members, please add them here)

5. Management Structure:

Is the LLC:

Member managed (recomended)

Manager managed (provide the name and address)

If manager-managed, provide the name and address of the manager:

Name and Address:

6. Business Purpose

Briefly describe the primary purpose of your business:

7. Tax Treatment

Please select the preferred tax classification for your LLC:

Sole Proprietorship

Partnership

S-Corporation

C-Corporation

• Sole Proprietorship: Suitable for single-member LLCs. The LLC is not taxed separately; all income and losses are reported on the owner’s personal tax return.

• Partnership: Common for multi-member LLCs. Income and losses pass through to individual members, who report them on their personal tax returns.

• S-Corporation: Provides pass-through taxation like a partnership but allows for potential tax savings on self-employment taxes by paying the owner a salary and distributing remaining profits.

• C-Corporation: The LLC is taxed as a separate entity, and profits are taxed at the corporate level. Any distributions to owners are taxed again on their personal returns (double taxation).

8. Business Start Date

Estimated Date

9. Additional Services

Do you require additional services (e.g., bookkeeping, tax preparation, etc.)?

Yes

No

If Yes

10. Official Address

Do you need to use Vision Accounts’ address as your official business address?

Yes

No

If yes, do you also require mail handling services?

Yes

No

11. Fiscal Year

A calendar year fiscal year for the LLC is standard and will often be required by the IRS. Please select the desired fiscal year for the LLC (check only one):

Calendar year (recommended)

Other (Fill in the fiscal year start date)

12. Duration of the LLC

Please select the desired duration of the LLC (check only one option):

Perpetual existence (default treatment)

Specified termination date (fill in termination date)

LLC Formation Questionnaire