Business Formation Document — FIRM1040®

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FIRM1040^®

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Business Formation Document

Please complete and sign. We use this information to file your business formation paperwork with the state and to set up your entity properly.

Leave blank:

Our Approach

Financial peace comes from clarity, proactive planning, and informed decision-making — not guesswork. This form ensures we have everything needed to form your business correctly the first time.

Your Information

The person submitting this form

Are You an Existing FIRM1040 Client? *

Please select an option.

If you're a current client, we already have your personal information on file.

First Name *

Please enter your first name.

Last Name *

Please enter your last name.

Preferred Contact Method *

As an existing client, we already have your contact info — just confirm one so we can reach you about this filing.

Email *

Please enter a valid email.

Phone *

Please enter a valid phone number.

Phone Number *

Please enter a valid phone number.

Email *

Please enter a valid email.

Date of Birth *

Please enter your date of birth.

Social Security Number *

Please enter a valid SSN.

Upload ID *

Browse Files

Driver's license, passport, or state ID

Please upload an ID document.

Personal Address — Street *

Please enter your street address.

City *

Please enter your city.

State *

Please select your state.

Zip Code *

Please enter your zip code.

Business Information

Details about the entity being formed

Business Name *

Please enter the business name.

Business Type *

Please select a business type.

Incorporation State *

Please select the incorporation state.

Business Address — Street *

Please enter the business street address.

City *

Please enter the business city.

State *

Please select the business state.

Zip Code *

Please enter the business zip code.

III

Registered Agent

Required for New Jersey businesses

Use FIRM1040 as Your Registered Agent? *

Please select an option.

If yes, FIRM1040 will serve as your registered agent in New Jersey. If no, please provide your own registered agent's details below.

Agent First Name *

Required.

Agent Last Name *

Required.

Agent Street Address *

Required.

City *

Required.

State *

Required.

Zip Code *

Required.

Members

Other owners or managers, if any

Are There Other Members or Managers? *

Please select an option.

If you are the sole owner, choose "No." Otherwise, add up to 10 additional members.

How many additional members?

Business Questions

Helps us register your business correctly

Business Purpose *

Please describe your business purpose.

Will your business collect sales tax from customers? *

Please select an option.

Will you have employees in the first year? *

Please select an option.

Client Acknowledgement

Privacy notice & signature

Privacy Notice

We do not disclose any nonpublic personal information except as required or permitted by law. Permitted disclosures include information sent to an unrelated third party that needs to know your information in order to provide services to you. We retain records relating to the professional services provided so that we can meet your professional needs and to comply with professional guidelines. Your privacy, our professional ethics and the ability to provide quality service are important.

Signing Name — First *

Please enter your first name.

Signing Name — Last *

Please enter your last name.

Date *

Please select a date.

Signature *

Sign above using your mouse, finger, or stylus

Please provide your signature.

By submitting, you confirm the information above is accurate and authorize FIRM1040 to file your business formation paperwork.