Business Formation Intake — Liberty Tax Advisors LLC

Business Formation &
Entity Registration

Client Intake & Service Authorization · Florida

Licensed CPA/EA · FL Board of Accountancy · Lic #AD72301 / #AC63300 · Verify

Step 1 — Select your service package *

Formation Basic

$250 + filing fees

State entity filing + Federal Tax ID (EIN)

Most popular

Formation Standard

$375 + filing fees

Formation Basic + State Sales & Payroll Tax Registration (FL Form DR-1) + Local Business License

Full tax setup

Formation Complete

$500 + filing fees

Formation Standard + S-Corporation or Tax Classification Election (IRS Forms 2553 / 8832)

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 — never marked up. See the itemized direct filing fee breakdown near the end of this form for the estimated government fees that apply to your selections.

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*

Used for state annual report reminders and all filing correspondence

Phone number

Entity Information

Is this filing for Florida only, or does it include other states?

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

Non-Profit Corporation (FL)

This is a licensed professional practice (physician, attorney, CPA, engineer, etc.)

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 Address

Florida requires both a principal address (where your business operates) and a mailing address (where it receives mail) — most businesses use the same address for both, entered once below. P.O. boxes are not accepted on Sunbiz filings.

Same as the registered agent address I entered above

Street address*

City*

State*

ZIP

Country

✉ Entity Mailing Address

Same as principal address

Owners, Members & Officers

List all owners/members (LLC), directors/officers (Corporation), or board members/officers (Non-Profit). Florida requires at least one.

Member / Officer 1

This is me — use my info from Section 1

Full legal name*

Title / role

Ownership %

Address Same as principal address

Tax Classification & EIN

Intended federal tax classification

Sole Member (Disregarded entity)

Most single-owner LLCs; income reported on your personal tax return

Partnership

Two or more owners sharing profits and losses; pass-through taxation

S-Corp election

Profitable businesses seeking to lower self-employment tax; requires payroll

C-Corp

Businesses taxed separately at a flat rate; offers fringe benefits and requires payroll

Not sure — advise me

Not sure which fits your business; we'll help you decide

EIN status

Need an EIN — please obtain

Already have an EIN

Additional Information

Expected number of employees at formation

Required for Florida Department of Revenue reemployment tax registration if hiring employees.

Where will your business operate

Helps determine your Florida Department of Revenue tax registration requirements.

How did you hear about us?

Additional notes or questions

Authorization & Electronic Signature

Please review and confirm the following. Your typed name below serves as your electronic signature and binding authorization for the services selected above.

Engagement Terms

I confirm the information provided above is accurate and complete, and understand these are administrative filing services — not legal advice. I understand the professional fee shown in the summary above, and that state, county, city, and federal filing fees are separate, billed at cost as incurred, and will be charged to my card on file.

Payment & Authorization

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

Payment Card — Reimbursement for Government Filing Fees Only

This authorization covers government filing fees only — details below.

Direct government filing fees for your selection View breakdown ▾

I authorize Liberty Tax Advisors LLC to charge a payment card I will provide for actual government filing fees incurred on my behalf — never for professional services. I will receive an email receipt for each charge and may revoke this authorization 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.

Your information is transmitted securely and held in strict confidence per AICPA standards and IRS Circular 230.

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 will review your information and send a CPACharge card-save link within 1–2 business days. Work begins once your card is on file.

Registering a foreign entity in Florida? Contact us directly before submitting — foreign registrations require additional documentation and a brief consultation.