LLC Annual Filings Questionnaire

Members of Limited Liability Company clients should conduct an annual meeting on or soon after the anniversary of the Company’s filing. If you have retained Shanahan & Voigt, LLC for the purpose of serving as your registered agent, filing an annual report, and preparing annual minutes and resolutions, you must complete the following form on an annual basis. We must also have your Company minute book on file, or obtain a copy of your operating agreement and past minutes. All questions in this form must be completed. Please answer with "Yes," "No," or "Not Applicable." Where your answer is "Yes," additional details are requested. Thank you for your business.
Name of LLC*
Your Name*
Your Email Address*
Your Phone Number*
Has there been a change in the address of the LLC? If Yes, please provide the complete address and details regarding whether the business address is home based, a lease, or a purchase.*
List any alternative names used by the company.*
Has the LLC borrowed or lent money to an officer, manager, or employee of the Company?*
Has the LLC provided an employee benefit plan like a pension or medical reimbursement plan?*
Has the LLC changed officers or managers or desires to do so? If so, please provide details, including names and addresses of all current officers and/or managers and the positions held.*
Has the LLC deleted or added members or desires to do so? If so, please provide details, including names and addresses of added/removed members and number of shares held by each.*
Has the LLC deleted or added members or desires to do so? If so, please provide details, including names and addresses of added/removed members and number of shares held by each.*
Has the LLC deleted or added members or desires to do so? If so, please provide details, including names and addresses of added/removed members and number of shares held by each.*
Has the LLC changed the percentage of ownership for its members, including for tax purposes, or desires to do so?*
Has the LLC entered into a lease or purchased real estate, or desires to do so? If so, please provide details.*
Has the LLC entered into a lease or purchased real estate, or desires to do so? If so, please provide details.*
Has the LLC purchased or sold a major asset such as a large machine or vehicle? If so, please describe the asset, cost, and payment details.*
Has the LLC provided automobiles to be used by officers, managers, or employees? If so, please provide details, including year, make, and model of vehicle.*
Has the LLC rented, bought or sold property to or from officers, managers, or employees? If so, please provide details, including itemization of property sold.*
Does your company have employees? If so, the State of New Jersey requires your workers compensation insurance policy number, carrier, and dates of coverage. We are unable to complete your NJ filings without this information. Please provide details here. You may fax a copy of your declarations page and/or proof of insurance to (908)731-5732.*
Is your company in need of additional legal counseling for any matter, including a potential dispute, contract review, regulatory compliance, or similar services?*
Please provide the name of your accountant for tax consulting/preparation. If you need a referral to an accountant, please let us know.*
If Shanahan & Voigt, LLC is not yet your registered agent, you should have received an Annual Report electronic filing notice from the State of New Jersey. Please forward to our office by scan and email to [email protected], or by fax to (908)731-5732. Note: New Clients MUST sign a legal services agreement to confirm legal representation prior to utilizing this service.
Would you like to receive a call to discuss your limited liability company?*
Certify
- By submitting this form, you certify that your answers are true and accurate to the best of your knowledge, and you authorize the firm of Shanahan & Voigt, LLC to serve as your registered agent and complete annual filings as per the terms of our legal services agreement and to send you periodic emails with articles on legal topics.