CFO Services Intake

Complete your intake form and

schedule your appointment.

SurgeFilings

Email *

COMPANY INFO

PLEASE ANSWER ALL QUESTIONS IN REGARDS TO YOUR BUSINESS THE WAY IT IS REGISTERED IN THE STATE ESTABLISHED.

Company Name

Address

Street Address

City

State

Country

Postal Code

Phone Number *

Owners Email *

State Where Company Established

Have you obtained a license for your business yet?

Yes

No

EIN Number

Do You Have A Copy Of Your Ein Letter From From The Irs? (You Will Need This Document To File For An S-corp)

Yes

No

Date You Want Election To Start

MEMBERS

Name, Address, SS#

How Much Of The Business Does Each Member Own(Ex: 50%/50%, 100%)

Managers Or Directors Please List Their Name And Address

Would you like for us to be your registered agent? As long as your business is in operation, it is required to have a Registered Agent. The "agent" keeps up with all of the mailings/filing/notices in regards to your articles and any paperwork. We receive all service of process and you don't have to worry about being at your home or office. We charge $349 yearly to be the agent for you. In order to be an SCORP you must have this in order according to the IRS. There are fines when you do not. There are also additional filing fees that are not included in our price per year with your state filings.

Yes

No

Maybe

What is that? Can we talk more about this?

When do you intend to have employees as part of your S-Corp?