Home
About Us
Services
Questionnaire
- LLC Questionnaire
- Estate planning questionnaire
News
Contact

EN
VI

Home - Questionnaire - LLC Questionnaire

Company Incorporation Questionnaire

A. General Company Information

Is this an LLC or a Corporation? *

Sole Proprietor: A business owned and operated by one person, where the owner is personally liable for all debts and obligations.
LLC (Limited Liability Company): A business structure that provides liability protection for owners while allowing flexible management and tax benefits.
Corporation: A legally separate entity from its owners, offering strong liability protection but requiring formal governance and regulatory compliance.

Sole Proprietor

LLC

Corporation

Your preferred company name, in order of preference? * Choose 3 Names – Rank Them in Order of Preference. This ensures that if your first choice is already taken and unavailable, we will proceed with your second choice.

Pick 3 Names - Put in order of Preference

Company Name 1 *

Company Name 2 *

Company Name 3 *

Company Address *

Street Address *

City *

State *

Zip *

County *

Is the address of the Principle Executive Office the same as the Company Address above? * A Principal Executive Office is the main office or headquarters where a company's top executives manage business operations and make key decisions. It is the official business address used for legal, tax, and corporate filings.

Yes

No

If NO, what is address of the Priciple
Executive Office? *

Email Address * Phone Number for the company.

Business Phone Number * Please fill this field

Business Fax Number

Principle Business Activity *

A Principal Business Activity is the primary revenue-generating operation of a company, describing the main goods or services it provides, such as real estate, restaurants, nail salons, etc. It is used for tax classification, regulatory filings, and business identification.

If manufacturing, then state Listing the principal product and raw materials when forming a manufacturing company is important for regulatory compliance, tax classification, and business licensing. It helps authorities understand the nature of your operations, ensures proper industry classification, and may determine eligibility for certain permits or tax benefits.

Principal product

Raw material used

To whom will most of the company's products or services be sold: * Identifying who will buy your company's products or services is important when forming a business because it helps determine pricing, marketing strategies, tax classification, and regulatory requirements. Different sales channels—public/retail, business/wholesale, or both—impact licensing, sales tax obligations, and operational structure.

Not Applicable

Public / Retail

Business / Wholesale

Date business will start activities * When will your business begin operations?

Will there be wages? * This determines whether the business will have employees and be required to comply with payroll tax obligations, workers' compensation, and employment regulations.

Yes

No

If YES,First date wages or annuities will be paid *

Number of employees expected in the next twelve months: This helps determine the business’s payroll tax obligations, compliance with labor laws, and eligibility for certain tax credits or benefits. Knowing the expected number of employees also assists with business planning, budgeting, and regulatory filings, such as unemployment insurance and workers' compensation requirements.

Agriculture Agricultural businesses are subject to special labor laws, tax regulations, and reporting requirements. Employers in agriculture may need to comply with seasonal worker rules, minimum wage exemptions, workers' compensation laws, and immigration regulations for migrant labor. Additionally, agricultural businesses may qualify for specific tax credits, subsidies, or exemptions, making it crucial to classify employees correctly from the start.

Household Identifying a household employee is important because it determines tax and legal obligations for individuals who hire domestic workers, such as nannies, caregivers, housekeepers, or gardeners. Employers may be required to withhold and pay Social Security, Medicare, unemployment taxes, and workers' compensation insurance. Proper classification ensures compliance with IRS regulations, state labor laws, and payroll tax reporting.

Other Any other types of employees that your company will have?

Closing month of accounting year * This determines the fiscal year-end for financial reporting, tax filing deadlines, and business planning. Choosing the right month affects when the company must file tax returns, issue financial statements, and close its books for the year. It also impacts tax planning strategies, as some businesses may benefit from a fiscal year different from the calendar year.

Will the Company be a single member LLC or will it consist of two or more members? *

This determines the legal structure, tax classification, and operational management of the LLC.

A Single-Member LLC is typically treated as a disregarded entity for tax purposes, meaning profits and losses are reported on the owner’s personal tax return.

A Multi-Member LLC is generally taxed as a partnership by default, requiring additional filings, such as a partnership tax return (Form 1065) and K-1s for each member.

Single Member

Multiple Members

Will it multi members operate as a partnership (for tax purposes) or as a corporation *

This determines how the multi-member LLC will be taxed and regulated by the IRS and state authorities.

Single-Member LLC: Typically treated as a disregarded entity, meaning profits and losses pass through to the owner's personal tax return.

Partnership: The default tax classification for multi-member LLCs, requiring the business to file Form 1065 and issue Schedule K-1s to each member.

Corporation: If elected, the LLC is taxed as either a C Corporation (Form 1120) or an S Corporation (Form 1120-S), which may offer tax advantages like lower self-employment taxes.

Single Member

Partnership

Corporation

Did the Company operate as a previous
entity ? *

This determines tax implications, legal continuity, and potential liabilities when transitioning to an LLC.

If the company previously operated as a Sole Proprietorship, Partnership, or Corporation, it may have existing tax obligations, contracts, or liabilities that need to be addressed.

The business may need to transfer assets, EINs, licenses, and permits to the new LLC structure.

It ensures proper IRS classification and helps avoid issues with double taxation, prior debts, or compliance requirements.

(i.e. a Sole Proprietorship, partnership or a corporation prior to organizing as an LLC)

Yes

No

Name of Organizer ? *

The Name of Organizer is important because it identifies the person responsible for forming the LLC and filing its Articles of Organization with the state.

The Organizer does not have to be an owner or member but plays a key role in legally establishing the LLC.

Some states require the Organizer’s information for official records and compliance purposes.

Knowing the Organizer ensures clarity in who handled the formation process and can be useful for legal or administrative follow-ups.

Is Name Initial agent for service of process in California same as Organizer above? * The name of the initial agent (also known as the Registered Agent) is important because this person or entity is legally designated to receive official documents, legal notices, and government correspondence on behalf of the company.

Yes

No

If No, what is the name of initial agent *

To obtain an Federal Employer Identification Number (FEIN), please list the name and title of the Member or Manager of the Company and his/her Social Security Number.
If the acting Manager is a corporation, please list the corporation's FEIN instead. *

This is required for obtaining a Federal Employer Identification Number (FEIN), which is necessary for tax reporting, hiring employees, opening business bank accounts, and complying with IRS regulations.

The IRS requires the name, title, and Social Security Number (SSN) of a responsible party (such as a Member or Manager) to verify identity and assign the FEIN.

If a corporation is acting as the Manager, its FEIN must be listed instead of an individual's SSN.

Member 1

Name *

Title *

Phone Number *

Email Address *

Social Security/FEIN *

Ownership percentage *

B. LLC Operating Agreement

If you intend to have officers of the Company, please list the names and business or residence addresses of each officer: * Listing officers of the company helps establish the leadership structure, legal accountability, and operational roles within the business.

May be one person for all three positions

Name of President same as Member 1 above? *

Yes

No

If NO, what is the Name of the President?

Name of Chief Financial Officer same as Member 1 above? *

Yes

No

If NO, what is the Name of the Chief Financial Officer?

Name of Secretary same as Member 1 above? *

Yes

No

If NO, what is the Name of the Secretary?

C. Ownership Interest

Do you plan on issuing evidence of membership interest in the Company ? * Membership certificates provide a formal record of ownership, voting rights, and profit-sharing. They help prevent disputes, comply with legal requirements, and simplify future ownership transfers or investments.

(i.e. membership certificates)

Yes

No

D. Foreign Qualifications

Do you have states other than California in which the Company will have employees or in which the Company will have an office? * Having employees or offices in multiple states affects taxes, registrations, and legal compliance. Businesses may need to register, file taxes, and follow state-specific employment laws to avoid penalties.

Yes

No

If YES, what are the other states? *

Thank you for submitting your Questionnaire!

We have received your submission and will contact you soon to schedule a time for a comprehensive review.

In the meantime, if you have any questions, please feel free to reach out to:

Office: (714) 332 – 9700
Email: vinhdoanlaw@gmail.com

LLC Questionnaire - Vinh Doan Law Office

Taron Kephart

Creating my Trust for my house was made simple with Vinh. He took care of everything and was very thorough. I am confident my assets are protected. Thank you so much Vinh.

Sarah Dinh

Usually I don’t write review, but Vinh Doan Law office impressed me with the best professional services that I want to share my experiences. This is the second time I do the living Trust, and I got nothing short of outstanding. I understand my living trust completely. Lawyer Vinh Doan took time to explain and answered all my questions. I highly recommend Vinh Doan Law Office. Exceptional service and results.

Mike Ngo

For anyone looking for a highly knowledgeable trustworthy lawyer, I recommend you to Vinh Doan. My wife and I were looking for lawyer to create our family trust. We found Vinh through our MetLife Legal insurance based on highest reviews, and Vinh not only lived up to the reviews, but exceeded them. Vinh made the process very easy by having us fill out a questionnaire prior to speaking in order to save us time in relaying basic information. Vinh was also very readily available to answer any questions we had during this process. After filling out the questionnaire. Vinh called us, and went over all of the answers and asked us for additional information in order to get the crux of the Trust in place. For the final step, we met Vinh in his office and he went over all of the finer details of the trust with us, before finalizing it. Now, all of this may be standard practice for lawyers who write family trusts. Where Vinh shined was with his outstanding knowledge in reviewing information in-depth which we had supplied to him. In doing research, Vinh found out that a rental property that my wife had inherited from her parents, had her cousins name on the deed as co-owner (a surprise to us). Vinh went further and pieced all of the records together from 1995 and was able explain to us how this likely all happened and listed all of our options and best advice on how to proceed with a complicated situation. He also gave great breakdowns on all options in writing the trust, including pros and cons with each option. This is not something we'd be able to figure out if we opted to do an online trust or used a less knowledgeable or less caring lawyer. Additionally Vinh was extremely accommodating to us. We had a home plumbing emergency the day we were to meet with him, and Vinh allowed us to reschedule despite the last minute change. When we did meet with Vinh, our 5 year old daughter happen to catch food poisoning, and started throwing up non-stop while at his office. We had to keep stopping in the middle of the trust review, but Vinh was super patient, showed concern for our daughter, and even gave us a large bowl, a plastic bag, and a whole role of paper towel to help with the messy situation. Vinh showed zero annoyance despite the numerous delays which extended the meeting quite a bit, and he emailed us the following day to check-up on how our daughter was doing. All said, Vinh is a fantastic lawyer that we will be recommending to all of our family and friends. Don't procrastinate like we did, get in touch with Vinh, you won't regret it.

Judy Thai

I recently had the pleasure of working with Attorney Vinh to set up my living trust, and I couldn’t be happier with the experience. Despite having a lot of choices in the area, I chose Attorney Vinh because of his exceptional patience, prompt communication via email, and incredible attention to detail. He took the time to explain every aspect of the trust process in a way that made it easy for me to understand, which was so reassuring. Whenever I had questions, he was quick to respond and always made me feel that my concerns were a priority. I highly recommend Attorney Vinh to anyone looking for a reliable, knowledgeable, and patient attorney, especially for estate planning. His guidance was invaluable, and I’m grateful to have chosen him.

Jose Plascencia

Someone you can trust that is honest and will resolve your legal matters, a lawyer you can count on. 100% recommend to anyone looking for these services.

Yen Lee

My husband and I had a wonderful experience with Attorney Doan while setting up our will and trust. From start to finish, their team was professional, knowledgeable, and incredibly patient in explaining every detail. They made what can often feel like a complicated and overwhelming process simple and stress-free. Their attention to detail and personalized approach gave me full confidence that my estate planning was in good hands. They took the time to understand my needs and provided thoughtful guidance to ensure everything was set up exactly as I wanted. I truly appreciate their expertise and professionalism, and I highly recommend Vinh Doan Law Office to anyone looking for trusted legal support in wills and trusts. We have already referred other family and friends to his office.

Amy Tao

I had a great experience working with Vinh Doan to set up my trust and will. The process was smooth, efficient, and completed quickly at a very reasonable price. Vinh was professional, knowledgeable, and made everything easy to understand. Highly recommend their services!

A W

I recently worked with Attorney Vinh Doan to set up my legal trust and complete important legal forms, and I couldn't be more satisfied with the service I received. From the very beginning, he was professional, knowledgeable, and incredibly thorough in explaining the process. He took the time to understand my specific needs, answered all my questions with patience, and ensured that every detail was handled with precision. The process was seamless, and I felt completely confident in his expertise. He made what could have been a stressful experience smooth and efficient, all via Zoom. Highly recommended.

Lynda Ta

Vinh Doan and associate Kien provided an exceptional service, support and guidance throughout the Living Trust Process. We were stressed out that there were so many considerations in the process which we were not aware and Vinh patiently helped us understand, answered all our concerns and put our minds at peace. Highly recommend Vinh Doan Law Office for Estate Planning/Living Trust. Thank you Vinh!

Peter Do

Vinh Doan helped us draft up a living trust package prior to in-person meeting. We had to fill out an online preliminary questionnaire. Vinh is highly efficient and always follow up with us via text messages to ensure that we understood in filling the questionnaire. On the day we met in person Vinh went over page by page of the living trust package. During our meeting we had a few minor change request and Vinh made the update on the spot. Vinh's office is clean and well-organized. Overall the whole process was easy because Vinh is so calm and patient with his customer. We could have this done in 2 weeks but because it took us sometime to gather some info; therefore, we got it done one month. I highly recommend Vinh for anyone who interest in creating a living trust. His fees are reasonable.

Estate Planning

LLC Questionnaire - Vinh Doan Law Office

Trust Adminnistration

LLC Questionnaire - Vinh Doan Law Office

Probate

Bussiness & Contracts

LLC Questionnaire - Vinh Doan Law Office

Tax Resolution

© 2024 . Vinh Doan Law Office. Thiết kế web bởi Cánh Cam. Privacy Policy

(714) 332-9700

Terms & Conditions
Privacy Policy