Phase 1A — Consultation
● In Progress
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0 of 3 questions answered
✦ Your questions
⟳ Shared
🔒 Advisor
Preferred Business Name
✦ Your questions
What do you want to call your business? This doesn't have to be final — we'll confirm availability during formation.
What are you building?
✦ Your questions
Tell us about your business in your own words — what do you do, who do you serve, and where are you at right now?
Where do you see this going?
✦ Your questions
Dream big — what does success look like for you in the next 1-3 years?
Which service tier(s) are you most interested in?
✦ Your questions
Select all that apply — we'll walk you through each option during your consultation.
Will anyone else be part of this business?
✦ Your questions
A co-founder, business partner, or spouse who will have ownership in the LLC.
What questions do you have for us?
✦ Your questions
Anything on your mind — no question is too basic. Write them all down.
Phase 1B — Tier Selection & Your Info
Pending
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After your consultation, your advisor will walk you through the available service tiers and confirm your personal details. This step ensures we have everything we need before filing begins.
Service Package
Your advisor will confirm your selected package here.
Your Information
Full Legal Name
✦ Yours to fill
As it appears on your government-issued ID.
Phone Number
✦ Yours to fill
Best number to reach you at.
Mailing Address
✦ Yours to fill
Where official correspondence can be sent, if different from your business address.
State of Formation
✦ Yours to fill
Which state will your business be formed in?
Will you be using our registered agent?
✦ Yours to fill
Phase 2 — Formation Filing
Pending
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Business name search completed
Articles of Organization prepared
AofO submitted to state — awaiting confirmation
State approval received
Registered agent confirmed
Phase 3 — EIN Registration
Pending
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To protect your sensitive information, your advisor will send you a secure Adobe Sign form to collect your SSN when needed for your EIN application. You do not need to submit your SSN through this portal.
Adobe Sign form sent by advisor (when AofO approved)
EIN filed with IRS
EIN confirmation delivered
Phase 4 — Your Documents
Pending
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Your official formation documents will appear here as they become available. Once uploaded by your advisor, you can download them anytime — they'll always be here when you need them.
No documents yet
Your advisor will upload your formation documents here once they're ready.
Phase 5 — Next Steps & Compliance
Unlocks Soon
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These action items are waiting for you once your LLC is officially formed.
Questions & Answers
No questions yet. Ask us anything below!
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