Business Formation Intake — Liberty Tax Advisors LLC

Liberty Tax Advisors

CPA Firm · C-Corp · Tax · Advisory · Business Formation

Business Formation &
Entity Registration

Client Intake & Service Authorization · Florida

Step 1 — Select your service package *

Formation Basic

$250 + filing fees

State entity filing + EIN application

Most popular

Formation Standard

$375 + filing fees

Formation Basic + FL DR-1 registration + local business tax receipt

Full tax setup

Formation Complete

$500 + filing fees

Formation Standard + S-Corp (2553) or entity classification (8832)

Out-of-state entity

Foreign Registration

$550 + filing fees

FL foreign qualification + EIN (if needed) + BOI report

Step 2 — Optional add-ons

Registered Agent Service

$150 / year

Liberty Tax Advisors serves as your FL registered agent

Business Mailing Address

$40 / month

Use our Naples office address for business mail

Operating Agreement (LLC)

$200

Standard template-based OA

Bylaws + Initial Resolutions (Corp)

$200

Standard corporate organizational documents

Fictitious Name / DBA Registration

$125 + ~$50 state fee

Sunbiz fictitious name filing

Annual Report Filing — Year 1

$100

Florida annual report due May 1

Professional Fee Summary

Formation Basic — State filing + EIN$250

Total Professional Fee$250

Professional fees only. State, county, city, and federal filing fees are billed separately at cost as incurred — common FL fees: LLC ~$125 · Corp ~$70+ · Local tax receipt ~$20–$150.

What's included & what's not

All work is performed or reviewed by a licensed CPA / Enrolled Agent authorized to practice in all 50 states.

Your information is held in strict confidence per AICPA standards, FL Board of Accountancy, and IRS Circular 230.

These services are administrative in nature and do not constitute legal advice. Customized legal provisions require a licensed attorney.

No guarantee on name availability or state processing times. Firm liability is limited to the professional fee paid.

Client & Contact Information

First name*

Last name*

Email address*

Phone number*

Personal mailing address

Entity Information

Proposed entity name — first choice*

Sunbiz rejects names already in use. Provide 2–3 options in order of preference.

Alternate name — second choice

Alternate name — third choice

Entity type *

LLC

Corporation

PLLC

Professional Association

Limited Partnership

Principal business purpose *

Florida Registered Agent

Florida requires a registered agent with a physical Florida street address. P.O. boxes are not accepted.

I will serve as registered agent

Liberty Tax Advisors

Third-party service

Another individual

Florida street address*

City*

ZIP*

Principal Office Address

Primary business address. P.O. boxes not accepted on Sunbiz filings.

Street address*

City*

State*

ZIP*

Country

Owners, Members & Officers

List all owners/members (LLC) or directors/officers (Corporation). Florida requires at least one.

Member / Officer 1

Full legal name*

Title / role*

Ownership %

Address*

Tax Classification & EIN

Intended federal tax classification

Disregarded entity (sole member)

Partnership

S-Corp election

C-Corp

Not sure — advise me

EIN status

Need an EIN — please obtain

Already have an EIN

Additional Information

Fiscal year end (leave blank if December 31)

Expected employees at formation

How did you hear about us?

Additional notes or questions

Authorization

Please review and confirm the following. Your typed name below serves as your electronic signature.

All information I have provided is accurate and complete to the best of my knowledge.

I have reviewed the service scope above and understand what is included. These are administrative filing services — not legal advice.

I understand the professional fee shown above. State, county, and federal filing fees are separate and will be billed at cost as incurred.

Professional fee is due upon completion, prior to release of filed documents. I agree to pay promptly upon invoice.

My typed name below is my electronic signature and constitutes a legally binding authorization for the services and terms above.

Payment Card — Direct Filing Fee Authorization

To cover government filing fees as they are incurred on your behalf, please authorize a card on file. You will receive an email receipt for each charge. This card will not be charged for professional fees — those are invoiced separately.

Estimated direct filing fee range for your selected package:
~$125–$275 (varies by jurisdiction and entity type — common fees shown in the fee summary above)

I authorize Liberty Tax Advisors LLC to charge the payment card I provide to actual government filing fees incurred on my behalf. Each charge will be emailed to me. I may revoke this authorization in writing before any individual fee is incurred.

After submitting this form, you will receive a secure CPACharge link by email to save your payment card. No card information is collected on this form.

Electronic Signature

Type your full legal name to confirm your authorization. This constitutes your signature under applicable e-signature law (UETA / E-SIGN Act).

After submission, we'll review your information and send you a CPACharge card-save link and a filing confirmation within 1–2 business days. Work begins once your card is on file.