Business Owner High-fiving employee

Business Account Appointment

We mean "business."

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.


  Book a in-person appointment

  Book a phone appointment

  Book a video appointment


What you'll need.
Business Documents LLC Partnership Corporation Organization
Signers Valid ID(s) X X X X
Meeting Minutes Authorizing Account


X
Bylaws/Operating Agreement If one exists If one exists X
Partnership Agreement
X
 
Government Documents LLC Partnership Corporation Organization
Employer Identification Number (EIN)1 If one exists X X X
Proof of Active Business2 X X X
Articles of Incorporation/Organization2 X X X
1. Sometimes sole proprietorships will be listed on personal tax return.
2. Found on Lara Website.