Entity Setup Consultation Scheduler

Primary Contact Name*

First Last

Primary Contact Email*

Enter Email Confirm Email

Primary Contact Phone*

Consultation Date*

What do you plan to name the business?

Key Persons

Name	Entity's Name	Actions

There are no Entries.

Have you identified interested investors?

Yes
No

Have you discussed terms of the investment?

Yes
No

Do you have an accountant yet?

Yes
No

Woud you like a recommendation for an accountant?

Yes
No

Accountant Firm

Accountant Phone

Accountant Email

Have you spoken with your financial advisor about tax planning?

Important points to discuss include whether your business should be set up for pass-through taxation, whether your business should make an S corp election, and, for businesses with multiple owners, whether your business will require special tax allocations.

Yes
No

Has your financial advisor recommended an S Corp election?

Yes
No
Not sure

Which of the following best describes your primary business location?

Residential
Commercial
Coworking space

Is that space owned or leased?

Owned
Leased

Mailing Address

Same as Primary Address

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

Is there anything else you think we should know or that you'd like to discuss further?

For instance, if you would like to make a particular tax election, or if you know that you want to restrict the transfer of ownership shares, note that here.

Generally, Origami Legal will consider such matters in reviewing your answers and preparing your quote, but if you have already thought any points through, it is helpful to let us know ahead of time.

Business Setup Consultation Scheduling