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How to File a California LLC: A Step-by-Step Guide

Introduction

This guide provides detailed instructions on how to file a Limited Liability Company (LLC) in California. By following these steps, you will be able to successfully complete the process, ensuring that all necessary details are correctly submitted and documented.

Step-by-Step Instructions

Understanding the Trigger Email

The process begins with receiving an auto-generated email from the engineering team. This email contains essential information for filing the LLC, such as the company name, full name of the person, address, city, state, zip code, phone number, and email. It also indicates the registered agent and whether the filing should be immediate.
Trigger Email Information

Preparing for Filing

Before proceeding, it is important to verify the formation details within Salesforce. Ensure that all information looks complete and correct any discrepancies before marking this task as complete.
Verify Formation Details in Salesforce

Accessing the State's Website

Access the state's website to begin the LLC formation process. Click on the LLC formation section, accept the terms, and proceed.
State's Website Access

Entering the Company Name

Enter the name of the limited liability company. Remember to omit "LLC" from the name as it will be automatically appended in the following steps.
Entering Company Name

Confirming the Address

Copy and paste the address details. Ensure there are no errors, and add any necessary apartment or unit numbers.
Confirming Address Details

Selecting the Registered Agent

Choose the registered agent as specified in the email. For example, "Razi" refers to Registered Agent Solutions Incorporated.
Selecting Registered Agent

Setting the Filing Date

If the filing is to be immediate, select "No" for the future filing date. If future-dated filing is required, select "Yes" and choose the appropriate date within 90 days.
Setting Filing Date

Reviewing and Submitting the Application

Review all the submission details and take a screenshot for your records. Proceed to the payment section and complete the filing.
Review and Submit

Finalizing the Process

Once the LLC is filed, you will receive a confirmation email from the state. Save this for your records and complete the necessary tasks in Salesforce.
Confirmation Email

Initiating Registered Agent Service

Email your representative to initiate registered agent service, ensuring coverage for the LLC.
Initiating Registered Agent Service

Conclusion

By following these steps, you have successfully filed a California LLC. This guide provides all necessary information to complete the process efficiently, ensuring that your LLC is properly registered and documented.