LLC Formation Checklist 

□  Name availability check

We check if your chosen name is available and compliant with Naming rules as per Texas laws.

□  Certificate of Formation

We prepare and file a certificate of formation with the Texas Secretary of State to form the entity.

□  Operating Agreement

We prepare a customized operating agreement that sets out the provisions governing your LLC and your membership in the LLC.

□  Organizational Meeting Minutes

□  Banking Resolution

We prepare specific resolutions for your organizational meeting including a banking resolution, which is required by most banks for opening business bank accounts.

□  Template Meeting Minutes

In addition to the organizational meeting minutes, we provide you with a template to equip you to hold future meetings and record them with ease.

□  EIN Application with IRS

If requested, we can assist with obtaining an Employer Identification Number (EIN) from the IRS.

□  Permanent Records Binder

We prepare a records binder for you to keep all the above-mentioned documents and future documents related to your LLC in one secure place.

□  Overview of LLC Obligations Letter

We provide you with an advisory note on things to look out for while conducting business under your new LLC.

□  Optional Registered Agent Services

Texas requires every entity to identify a registered agent and registered address for service of process. We are happy to provide this service at a nominal fee to our clients who live outside of Texas or who do not wish to provide their personal details for privacy purposes. Please contact us for more information regarding this service.