Filing a California LLC: A Step-by-Step Guide
Introduction
This guide will walk you through the process of filing a Limited Liability Company (LLC) in California. By the end of this guide, you will understand how to gather necessary information, use the state’s online platform for filing, and complete all tasks related to the LLC formation. This guide is especially useful for those who need to file immediately or future date their LLC formation.
Step-by-Step Instructions
Understanding the Trigger Email
The filing process begins with an auto-generated email from the engineering team. This email contains essential details such as the company name, full name of the person, address, city, state, zip code, phone number, and email. It also specifies the urgency of the filing, indicated by the word "immediate."
Gathering Required Information
Ensure all details in the email are complete and correct. This includes verifying the company name, contact information, and registered agent details.
Initiating the Filing Process
Copy the email content into Salesforce and verify formation details. Ensure that the address and other information are accurate and complete.
Accessing the State’s Website
Navigate to the state's website and begin the LLC formation process under the limited liability company section. Accept any terms and conditions to proceed.
Entering the Company Name
Enter the name of the LLC, ensuring that you omit the "LLC" identifier, as it will be selected from a dropdown menu.
Address Input and Verification
Copy and paste the address details, verifying that there are no errors or omissions, such as missing apartment numbers.
Selecting the Registered Agent
Choose the registered agent from the dropdown, typically "Registered Agent Solutions Incorporated" if referred to as "Razzy" in communications.
Future Filing Date
If the filing is not immediate, you can select a future date for the LLC to be officially recognized. This is common when filing towards the end of the year.
Submission Review and Confirmation
Review all entered information, take a screenshot of the submission for records, and proceed to the payment section. Enter the necessary credit card details and submit the application.
Completing the Process in Salesforce
Return to Salesforce to mark the filing task as complete. This will automatically create a new task to initiate the registered agency.
Awaiting State Confirmation
Once the state processes the filing, you will receive an email confirmation. At this stage, you cannot proceed with emailing the LLC documents until you receive this confirmation.
Conclusion
By following these steps, you can successfully file an LLC in California. This guide has covered the entire process from receiving the initial trigger email to completing the filing tasks in Salesforce. Once you receive the state's confirmation, you will be ready to finalize any remaining tasks.