Understanding the Process
Gather the Information
Before we prepare corporate documents, we like to learn about your entity in any way that is convenient for you. This usually saves time by eliminating the need for multiple drafts of documents. Most clients prefer to use our online tool; or, if you prefer, we can send you a worksheet.
Visit our Resources archive for worksheets and other helpful materials.
Verification and Consultation
After the information is submitted to us, our team will promptly contact you to verify the information and to schedule a consultation.
Name Reservation and Articles
After we have verified the information, we will reserve the corporate name and prepare Articles of Incorporation for your review and approval. Once approved, the Articles will be sent to the Secretary of State for filing. We will also ask you to sign our engagement letter.
Tax Identification Number
As soon as the Articles are returned to us, we will obtain a tax identification number, which you will need to open a bank account.
Corporate Documents
While we are waiting for the Articles to be returned to us, we will prepare corporate documents. The corporate documents will be sent to you as soon as the Articles are returned.