Texas LLC Formation Intake Form

Section 1 of 7

LLC Name

Your LLC name must be distinguishable from all existing entities registered with the Texas Secretary of State and must include a required designator.

Required Designators

Your LLC name must end with one of the following: Limited Liability Company, Limited Company, LLC, L.L.C., LC, or L.C. Words like "Corporation," "Inc.," or "Ltd." are not permitted for an LLC.

Desired LLC Name *Include the full name exactly as you want it to appear, including the designator (e.g., "Smith Consulting LLC")

LLC name is required and must include a required designator (LLC, L.L.C., etc.)

Alternate Name #1 (Optional)In case your first choice is unavailable

Alternate Name #2 (Optional)

Has a name availability check been done? *Check at mycpa.cpa.state.tx.us or call the SOS at (512) 463-5555

Yes — name appears available No — I need help checking Not sure

Will the LLC use a DBA (Doing Business As / Assumed Name)?A DBA allows you to operate under a name different from your LLC name. Filed separately with the county clerk.

Yes No Not sure yet

Desired DBA Name

Section 2 of 7

Registered Agent & Registered Office

Every Texas LLC must maintain a registered agent with a physical street address in Texas. The registered agent receives legal documents and official government mail on behalf of the LLC.

Important Requirements

The registered agent must have a physical street address in Texas — a P.O. Box is not acceptable. The agent must be available during normal business hours to receive service of process. Your registered agent's address becomes public record.

Who will serve as the Registered Agent? *

Myself — I have a Texas street address and will be available during business hours Another member or manager of the LLC with a Texas street address A commercial registered agent service (e.g., Northwest Registered Agent, Registered Agents Inc., CT Corporation)

Registered Agent First Name *

First name is required

Registered Agent Last Name *

Last name is required

Registered Office Street Address *Must be a physical street address in Texas. No P.O. Boxes.

Street address is required

City *

City is required

State

ZIP Code *

ZIP code is required

Section 3 of 7

Management Structure

Texas LLCs can be managed by their members directly or by appointed managers. This choice affects how the LLC is governed and how decisions are made.

Member-Managed vs. Manager-Managed

Member-Managed: All owners (members) participate in running the business. Best for small LLCs where all owners are active in day-to-day operations.

Manager-Managed: The LLC is run by appointed managers who may or may not be members. Best when some members are passive investors or when a professional manager is desired.

Management Structure *

Member-Managed — All members manage the LLC (most common for small businesses) Manager-Managed — Designated managers run the LLC (members may be passive) Not sure — I need guidance on which is right for my situation

Please select a management structure

How many members (owners) will this LLC have? *

1 (Single-Member LLC) 2 3 4 or more

Will this LLC have an Operating Agreement?An Operating Agreement is not required by Texas law but is strongly recommended. It governs how the LLC is run, member rights, profit distribution, and what happens if a member leaves.

Yes — we plan to have one Yes — I need help preparing one No Not sure

Section 4 of 7

Members & Managers

Provide information for each member and/or manager of the LLC. At least one member is required. Member information is not filed publicly on the Certificate of Formation but is needed for our records and to prepare your Operating Agreement.

Note on Privacy

Texas does not require member names to appear on the publicly filed Certificate of Formation. Member information you provide here is kept confidential and used only to prepare your formation documents and Operating Agreement.

Member / Manager 1 (Primary)

First Name *

First name is required

Last Name *

Last name is required

Mailing Address *

City *

State *

ZIP *

Ownership Percentage

Role

Email Address

Phone Number

SSN / EIN (for IRS purposes only — kept strictly confidential)Required if you want HJB Forensics to apply for your Federal EIN after formation. You may leave this blank and provide it separately.

Section 5 of 7

Business Purpose & Details

Information about the nature of your business and operational details needed for your formation documents and EIN application.

Business Purpose / Description *Describe what your LLC will do. This can be general (e.g., "any lawful purpose") or specific (e.g., "residential construction and remodeling services").

Business purpose is required

Primary Industry / Business Type *

Principal Place of Business AddressWhere will the LLC primarily operate? May be the same as the registered office or a different location.

City

State

ZIP

Desired Effective Date *When do you want the LLC to become legally effective? Select "File date" for immediate effect, or choose a future date up to 90 days from signing.

Date of filing (immediate) Future date (up to 90 days)

Desired Future Effective Date

LLC Duration *

Perpetual (no end date — most common) Limited duration (specify end date)

Will the LLC need a Federal EIN (Employer Identification Number)?An EIN is required to open a business bank account, hire employees, and file taxes. Most LLCs need one.

Yes — I want HJB Forensics to apply for it Yes — I will apply myself Already have one Not sure

Will the LLC have employees at formation?

Yes No — just members/owners Not yet but soon

How will the LLC be taxed? (Federal Tax Classification)

Section 6 of 7

Organizer Information

The organizer is the person who signs and submits the Certificate of Formation to the Texas Secretary of State. The organizer does not have to be a member of the LLC — it can be a filing agent such as HJB Forensics LLC.

Who Signs the Certificate of Formation?

The organizer signs Form 205 on your behalf. If you select HJB Forensics as the filer, we sign as the organizer and submit the document to the Secretary of State. You will receive the file-stamped Certificate of Formation directly from the state.

Who will serve as the Organizer / Filer? *

HJB Forensics LLC — signs and files on my behalf (recommended) Myself — I will sign the Certificate of Formation

Please select an organizer

Additional Notes or Special InstructionsAnything else we should know about your LLC formation — special provisions, questions, or requirements not covered above.

Section 7 of 7

Your Contact Information & Service Selection

How HJB Forensics will reach you to confirm details before filing. The $300 Secretary of State filing fee and our $100 service fee ($400 total) will be collected separately after we confirm your information.

Your First Name *

First name is required

Your Last Name *

Last name is required

Email Address *All correspondence including your file-stamped Certificate of Formation will be sent here

Valid email address is required

Phone Number *

Phone number is required

Preferred Contact Method

Email Phone call Text message

Best Time to Reach You

Services Requested *Select all services you would like HJB Forensics to provide

LLC Formation (Certificate of Formation — Form 205) — $400 total ($300 state filing fee + $100 HJB service fee) Federal EIN Application — Applied after formation approval Operating Agreement Preparation — Customized to your LLC structure DBA / Assumed Name Filing — Filed with the county clerk Expedited Filing — Additional $25 state fee for faster processing

How did you hear about HJB Forensics?

Before You Submit

By submitting this form you are not yet paying any fees. HJB Forensics will contact you within one business day to review your information, answer any questions, and collect payment before filing. The $400 total ($300 Secretary of State filing fee + $100 HJB Forensics service fee) is due before filing. The $300 state portion is non-refundable once the Certificate of Formation is submitted to the state.

Texas LLC Formation Intake Form

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