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Business Questionnaire

This questionnaire will be helpful for organizing your thoughts prior to our appointment. Fill it out as well as you can, either skipping or placing question marks next to those items that seem inapplicable or about which you have questions or simply don't know the answer. Use full legal names (first, middle and last). Attach additional sheets if necessary. Please submit this completed questionnaire and copies of any supporting documentation.

Are you forming a new Business

If no, your business was formed:

Business type ( select one )

1. Personal Information

A.     Key Participants

1. Participant 1

a. Full Legal Name

b. Nickname or Preffered Name

c. Address

d. Cell Phone

e. Home Phone

f. Personal Email

g. Work Email

j. Role Title (select all the apply)

LLC -

Corp -

Other-

2. Participant 2 (if applicable)

a. Full Legal Name

b. Nickname or Preffered Name

c. Address

d. Cell Phone

e. Home Phone

f. Personal Email

g. Work Email

j. Role Title (select all the apply)

LLC -

Corp -

Other-

2. Business Information

A.     Overview

1. Business Legal Name ( existing or planned )

2. Trade or Assumed Name

3.Office Address

4. Phone

5. Email

6. Website

7. Tax ID Number ( EIN )

8. Business Purpose

9. Does (or will) operate outside of TX

If so, please explain

C.     Taxes

1. Federal Tax Classification (existing or planned

select one

7. Do you intend to hire any other employees or independent constructors?

If so, please explain and include your  estimated head count and anticipated date that first wages will be paid

5. Who is expected initially to own the business, in what percentages, and for what contributions of cash, property, and/or services?

6. Which of the owners are expected to be employed by the business, in what capacities, and for what compensations

Thanks for submitting!

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