Business Incorporation Intake
TaxWise LLC · Washington State CPA Firm
Protect your identity.
Do not enter an SSN, ITIN, passport number, or bank information here. After submitting this intake, use the
secure client portal
for identity and tax documents.
1. Owner / Contact
Full legal name *
Email address *
Phone number *
WeChat / WhatsApp
Country of citizenship *
Select
China (Mainland)
China (Hong Kong)
China (Taiwan)
United States
Canada
United Kingdom
Australia
Japan
South Korea
Singapore
India
Other — specify in notes
Country of residence *
Select
United States
China (Mainland)
China (Hong Kong)
Canada
United Kingdom
Other — specify in notes
Residential address *
SSN, ITIN, foreign tax ID, passport, and government ID must be uploaded through the
secure client portal
.
2. LLC Information
Proposed LLC name *
Second choice
Third choice
State of formation *
Select
Washington (WA)
Wyoming (WY)
Delaware (DE)
Nevada (NV)
California (CA)
Texas (TX)
Florida (FL)
New York (NY)
Arizona (AZ)
Other — specify in notes
Number of owners *
Select
Single member
Two members
Three or more members
Principal business address *
Mailing address (if different)
Business activity description *
Sales channels / platforms
Amazon
Shopify
Etsy
eBay
Walmart
TEMU
Own website
B2B / wholesale
Other
3. Services
Incorporation package *
Select
Basic — LLC formation only
Full — LLC + EIN + operating agreement + business license
Consultation only
EIN application
Operating agreement
State business license
City business license
Sales tax registration
Ongoing tax filing
Registered agent service
Virtual office / business address
U.S. bank account opening support
Monthly bookkeeping
Other services or special requests
4. Business Details
Estimated first-year revenue
Select
Under $10,000
$10,000 – $50,000
$50,000 – $100,000
$100,000 – $500,000
$500,000 – $1,000,000
Over $1,000,000
U.S. inventory / warehouse?
Select
No — dropshipping or digital products only
Yes — own warehouse or 3PL
Yes — Amazon FBA
U.S. employees or contractors?
Select
No
Yes
Already have an EIN?
Select
No — need to apply
Yes
Existing EIN (if applicable)
Upload an EIN letter, prior formation documents, or business plans through the
secure client portal
.
Additional notes
How did you hear about us?
Select
Google Search
Friend / Colleague Referral
WeChat Group
Xiaohongshu (RED)
LinkedIn
Existing Client
Other
Preferred language
English
Chinese (中文)
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