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Business Account Appointment

We mean "business."
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What You'll Need

LLC:
  • Valid ID(s)
  • Operating Agreement (if one exists)
  • EIN (if one exists)
  • Proof of Active Business
  • • Articles of Incorporation/Organization
Partnership:
  • Valid ID(s)
  • Partnership Agreement
  • Operating Agreement (if one exists)
  • EIN
  • Proof of Active Business
  • Articles of Incorporation/Organization
Corporation:
  • Valid ID(s)
  • Bylaws
  • EIN
  • Proof of Active Busines2
  • Articles of Incorporation/Organization2
Organization:
  • Valid ID(s)
  • Meeting Minutes Authorizing Account
  • EIN

1. Sometimes sole proprietorships will be listed on personal tax return.
2. Found on Lara Website.

 

 

We can't wait to meet with you.

Before your appointment, please review the list of what you’ll need to have handy. For phone and web appointments, please have access to a device for email + eSigning purposes.

If you have any questions before your meeting, don’t hesitate to contact us at (906) 228-7080.
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