How do I form a LLC?

1. Log in to your online portal. From the dashboard, select “Form a New Company”.

2. On the next screen, select “LLC”.

3. On the following screen, enter the jurisdiction and your choices for company name. Provide a brief description of the purpose of your company. Click “Next” when done.

4. Enter the address of the Principal Place of Business and the mailing address.

5. On the next screen indicate which other states your LLC will be qualified to do business in. If you require fields for more than 3 states, please use the Special Requests field at the end of this application to provide that information. Provide your CPA’s name and contact information.

6. Indicate if your LLC is owned by a single individual. If your LLC is not a single owner entity, enter the requested information for each owner in the provided fields.

7. Provide the information as requested for the owner type you selected.

8. Enter the name of each Member of your LLC. To add additional Members, click the “Modify” button to access the “Add Member” function.

9. Repeat the process for each Manager of your LLC.

10. On this screen, please provide our team with any additional information about your LLC. You may also add the contact information for any other advisors that you would like to include in all correspondence.

11. Finally, provide your payment information. Payment options include ACH or credit card. Your payment information will be securely stored for use when services are rendered.

12. Once completed, our team will review your information and follow up with you to complete your formation of your LLC.