30 years of professional experience

LLC Questionnaire

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Please Choose your state(Required)

What is the name of your Entity?(Required)

Client Name (This is your name, as we have it listed in our system):(Required)

Member(s) Name(s) and number of Membership Units held:(Required)

Member Name

Membership Units Held

Manager(s) Name(s):(Required)

Please list your LLC's current Board of Advisors (if applicable):

List the date and time when your annual meeting was, or will be held:(Required)

Have you decided to dissolve or suspend operations?(Required)

Has the business opened any new banks accounts?(Required)

Please explain(Required)

Has the business sold any significant business assets?(Required)

Please explain(Required)

What distributions or profit did you take in the past tax year (approximately) and what do you expect to pay out for the upcoming tax year?(Required)

Any Membership changes during the year?(Required)

Please explain(Required)

Has the business purchased real estate?(Required)

please provide property address(es), and other relevant details you would like listed in your Annual Minutes:

List any salary changes to Managers, or other related parties (provide name, and title):(Required)

Are you taking the home office deduction?(Required)

Are you taking the auto deduction?(Required)

Has the business implemented a Health Reimbursement Arrangement (HRA)?(Required)

Has the business adopted any new employee benefit plans (i.e. 401k, SEP, IRA)?(Required)

Please explain(Required)

Has the business approved and/or made any loans to employees or Members?(Required)

State the name and terms below(Required)

Name

Terms

Did the business apply for, and qualify for an SBA Loan?(Required)

If you received multiple loans through the Small Business Administration, please provide the details of each additional loan* Name and Title of the person who applied for the loan: (Example: Jane Smith, Member)(Required)

Date of Loan

Name (Example: Jane Smith)

Title (Example: Member)

Type of Loan (Example: PPP, EIDL, etc.)

Loan Amount

Have you elected to change the tax treatment of the entity?(Required)

Please explain(Required)

Did the business enter into any new employment agreements with an employee?(Required)

Please explain(Required)

Did the business enter into any new employment agreements with an employee?(Required)

Please explain(Required)

Did the business lease any real or personal property to or from a member/manager, employee or related party?(Required)

Please explain(Required)

Did the business make a major change in the bookkeeping or accounting system?(Required)

Please explain(Required)

Did the business borrow money, establish or renew any lines of credit, or opened any new credit accounts?(Required)

Please explain(Required)

Have you changed or added any authorized signers on the business bank accounts?(Required)

Please explain(Required)

Did the business purchase a new insurance plan?(Required)

Please explain(Required)

Have you employed professional advisers, such as a CPA, Attorney, or Financial Adviser?(Required)

Please List Their Information(Required)

Have you changed your business operations in any significant way?(Required)

Please explain(Required)

If taxed as a partnership, please provide the name of the Partnership Representative (Formerly known as the Tax Matter Member) listed with the IRS. (This does NOT apply to Single-Member LLC's).

California Additional Questions

If the entity being renewed is a Domestic or Foreign Corporation, please list the physical street address where the Principal Office is located:

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

If the entity being renewed is a Foreign LLC, please list the physical street address where the Principal Office is located:

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

If the entity being renewed is a Domestic LLC, and you are not currently enrolled in our Mail Forward Program, please list the physical street address in California below:

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

*If you are not enrolled in our Mail Forward Program and do not have a physical street address in California, please contact the Paralegal assigned to you*

Does any Manager, Member, Officer or any Director have an outstanding final judgment issued by the Division of Labor Standards Enforcement or a court of law, for which no appeal therefrom is pending, for the violation of any wage order or provision of the Labor Code?(Required)

Yes

Illinois Additional Questions

Allocation(Required)

Option A – All property owned by the corporation is located in Illinois and all business transacted by the corporation is in Illinois.

Option B – The Corporation elects to pay its annual franchise tax based upon 100% of its total paid-in capital.

Option C – The Corporation owns property outside of Illinois and/or transacts business outside of Illinois. *If this Corporation owns property outside of Illinois and/or transacts business outside of Illinois, it will be necessary to file a paper annual report in the Office of Secretary of State in order to establish a tax allocation factor of less than 100%. Please contact the Department of Business Services at 217-782-7808 if you have any questions. *

Minnesota Additional Questions

Does this entity own, lease, or have any financial interest in agricultural land or land capable of being farmed?(Required)

How many Minnesota – based full-time employees (or FTE equivalents) does this entity currently have?(Required)

Does the owner or a member of the ownership group of this entity self-identify as a member of any of the following communities?(Required)

Woman

Member of a community of color

Veteran

Member of a disability community

Member of an immigrant community

Using NAICS codes below, please select the code that best describes this entity. If you believe this entity falls into more than one category, please select the category that generates the majority of the entity’s revenue.(Required)

Is this entity a full-time or part-time endeavor for those primarily responsible for operating this entity?(Required)

If applicable, what were this entity’s gross revenues for the past year?(Required)

$0 - $10,000

$10,001 - $50,000

$50,001 - $250,000

$250,001 - $1M

Over $1M

New Jersey Additional Questions

Is this a business that is qualified and will provide self-insurance?(Required)

Yes

If not self-insured, list Workers’ Compensation Insurance:

Insurance Company:(Required)

Policy Number:(Required)

Date Coverage began(Required)

North Carolina Additional Questions

Are you a U.S. Veteran?(Required)

Yes

Are you disabled?(Required)

Yes

Virginia Additional Questions

List the authorized shares your Stock Corporation is listed to properly determine the Annual Renewal Fee:(Required)

Washington Additional Questions

Does your Company own land, buildings, or other real property in Washington?(Required)

Yes

Has there been a transfer of stock, other financial interest change, or an option agreement exercised during the last 12 months that resulted in a transfer of controlling interest?(Required)

Yes

Has an option agreement been executed in the last 12 months allowing for the future purchase or acquisition of the entity, that, if exercised would result in a transfer of controlling interest?(Required)

Yes

Please note*: If your Company owns land, buildings, or other real estate in Washington State, you must contact the Washington State Department of Revenue to report a transfer of Controlling Interest. Failure to report the transfer is subject to the penalty provisions of RCW 82.45.220.

Wyoming Additional Questions

A balance sheet is provided below (similar to Schedule L of IRS Form 1120, 1120S, or Form 1065 for partnerships) showing the items to be included in computing "total assets" (with the three exceptions):

1. Cash(Required)

2a. Trade Notes & Accounts Receivable(Required)

2b. Subtract Allowance for bad debts(Required)

Do not add a negative number. This amount will be subtracted from the total below.

3. Inventories(Required)

4. U.S. Government Obligations(Required)

5. Tax-Exempt Securities(Required)

6. Other Current Assets(Required)

7. Loans to Stockholders(Required)

8. Mortgage and Real Estate Loans (loans or investments owned not your debts)(Required)

9. Other Investments(Required)

10. Buildings & Other Depreciable Tangible Assets, real and personal (Use assessed valuation). DO NOT subtract accumulated depreciation from assessed valuation. For depreciable assets which are not assessed, use balance sheet depreciation subtracted.(Required)

11. Depletable assets (soda, coal, mineral oil, precious metals, saline, or other valuable deposits); the value is equal to the assessed value of the gross product produced for the fiscal year most recently ended.(Required)

12. Land (Use assessed valuation.)(Required)

13a. Intangible Assets(Required)

13b. Subtract Accumulated Amortization(Required)

Do not add a negative number. This amount will be subtracted from the total below.

14. Other assets(Required)

15. Total Asset Value for computing tax (adding lines 1-14)(Required)

The filing fee is $60 or two-tenths of one mill on the dollar ($.0002) whichever is greater.

Assets	Fee
$0 - $300,000	$60
> $300,000	Multiply Total Assets by .0002

Annual Report License Tax Rules

Section 1. Definitions.

(a) "Assessed value" is the taxable value of an asset subject to a Wyoming ad valorem tax as defined by W.S. 39-11-101(a)(i) as shown on the annual assessment schedule prepared by the County Assessor. Generally, assets which have an assessed value are reported on line 10 (buildings and other depreciable assets) and line 12 (land) on a corporation's balance sheet.

(b) "Balance sheet value" is the end of the tax year value of an asset entered on the company's balance sheet. Balance sheet value shall be reported as contemplated in W.S. 17-16-1630 which states:

(i) "Financial information in the annual report shall be current as of the end of the corporation's fiscal year immediately preceding the date the annual report is executed on behalf of the corporation."

(c) "Capital, property and assets" does not include the value of the corporation's stock, net worth, or the net equity of the corporation. Capital property and assets means "total assets" from the company's balance sheet (similar to line 15 of Schedule L of IRS Form 1120 or 1120S) for the year most recently ended with three exceptions:

(i) For "Depreciable assets" (line 10) use the assessed value for any asset having an assessed value (buildings or improvements) and use balance sheet value less accumulated depreciation for assets with no assessed value. Depreciation shall not be deducted from "assessed value."

(ii) For "Depletable assets" (line 11) like soda, coal, mineral oil, silver or gold, use the "assessed value" of the gross product from the mine or mining claim (amount shown on Wyoming State Department of Revenue annual gross products tax return), not the balance sheet value;

(iii) For "Land" (line 12) use the assessed value not the balance sheet value.

Section 2. Computation of License Tax.

(a) A corporation whose entire assets are located in Wyoming shall complete the worksheet and then apply the total asset figure to the following tax schedule. A corporation whose assets are in Wyoming and in other states shall use balance sheet values for any assets located in Wyoming (with the three exceptions described in Section 1(c) of these rules) and apply the asset figure to the following tax schedule.

(b) The fee is $60 or two-tenths of one mill on the dollar ($.0002) whichever is greater.

(c) The worksheet is incorporated herein by reference. This worksheet which discloses proprietary information is not a public record under the Public Records Act, W.S. 16-4-203(d)(v), and therefore is not disclosable to the public.

(d) The figures submitted on the Secretary of State's annual report form are public information and will be disclosed.

Please list any additional comments below:

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30 years of professional experience

LLC Questionnaire

Email Us Today

California Additional Questions

Illinois Additional Questions

Minnesota Additional Questions

New Jersey Additional Questions

If not self-insured, list Workers’ Compensation Insurance:

North Carolina Additional Questions

Virginia Additional Questions

Washington Additional Questions

Wyoming Additional Questions

Annual Report License Tax Rules

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