Montero Corporate Services
Entity Questionnaires
Formations
LLC Formation
New LLC
Corporations
C Corporation
S Corporation
Loan Out Corps
C Corp Loan Out
S Corp Loan Out
P.C. | Professional Corporation
Non-Profit Corporation
Existing Entities
Existing LLC
Existing Corp
Year End Q
BOI FORM
Qualifications
Registered Agent
MISC
DBA
Reseller Registration
MERP
Sales Tax Registration
Home
Menu
Formations
LLC Formation
New LLC
Corporations
C Corporation
S Corporation
Loan Out Corps
C Corp Loan Out
S Corp Loan Out
P.C. | Professional Corporation
Non-Profit Corporation
Existing Entities
Existing LLC
Existing Corp
Year End Q
BOI FORM
Qualifications
Registered Agent
MISC
DBA
Reseller Registration
MERP
Sales Tax Registration
Home
Year End Questionnaire
* - Required Fields
Form Completed by
*
Email
*
Corporation Name
*
Type of Corporation
S Corporation
C Corporation
Professional Corporation
State
*
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Year End
*
1/31
2/28
3/31
4/30
5/31
6/30
7/31
8/31
9/30
10/31
11/30
12/31
Year Minutes Needed/Requested
*
Salary/Annual Compensation/Bonus
Yes
No
Salary/Annual Compensation/Bonus Info
Name of Officer
Amount
Salary or Bonus (Please chose one)
*
Chose One
Salary
Bonus
Pension or Profit Sharing Plan
Yes
No
Pension or Profit Sharing Plan Info
Money Purchase Pension Plan
Profit Sharing Plan
Other (Specify Type)
Dividends
Yes
No
Dividends Info
Date Paid
Amount ($)
Medical Reimbursement
Yes
No
Our records indicate that this corporation has a Medical Expense Reimbursement Plan (the "Plan"). Please advise if there have been any changes to the Plan or if you would like any changes made to the Plan at this time.
New Medical, Disability, or Life Insurance
Yes
No
If yes, please provide us with a copy of the coverage summary or details thereof
File
Upload coverage summary here
Contracts
Real property leases
Yes
No
If yes, please upload the relevant contracts below
File
Personal property leases
Yes
No
If yes, please upload the relevant contracts below
File
Partnership/joint venture agreements
Yes
No
If yes, please upload the relevant contracts below
File
Professional services agreements
Yes
No
If yes, please upload the relevant contracts below
File
Any other significant agreements
Yes
No
If yes, please upload the relevant contracts below
File
Automobile Lease/Purchase
Yes
No
If yes, please provide copy of lease/purchase agreement or details thereof
File
Bank Accounts Opened during the Year
Yes
No
If yes, please provide copies of the agreements and certificates of resolutions filed with the banks, savings and loans, or brokers or details thereof
File
Loans: From the Corporation
Yes
No
Description of Loan
Date
Borrower
Amount ($)
% Int
Due Date (if any)
Loans: To the Corporation
Yes
No
Description of Loan
Date
Lender
Amount ($)
% Int
Due Date (if any)
Corporate Guarantee of Personal Obligations
Yes
No
If yes, please provide copies of the documents relating to the guarantee
File
Credit Cards Issued through the Year
Yes
No
Credit Card Info
Issuer
Issuee
Authorized Users
Principal Executive Address
Please provide the current principal executive address for the corporation.
Principal Executive Address
*
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Officers, Directors and Shareholders
Please provide the names of the current Officers, Directors and Shareholders for the corporation
President
*
Secretary
*
CFO
*
Directors
*
Shareholder Type (Choose One)
*
Individual
Trust
Entity
Individual Shareholder (Click plus sign to add additonal names)
Name
# of Shares
Name of Trust
Name of Trustee (Click plus sign to add additonal names)
Name
# of Shares
Name of Entity (Click plus sign to add additonal names)
Name
# of Shares
Notes
Thank you!