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Santa Rosa Statement of Information

A Statement of Information is one of several important forms you must file with the California Secretary of State to do business in the Golden State. 

In the days and weeks after forming your business you’ll need to hire executive staff members and choose a board of directors. You are required to report this information to the state.

This is the purpose of a CA Statement of Information. It keeps the California Secretary of State updated on participants in your organization, both in the early days of starting your business and periodically thereafter.

Our Santa Rosa Statement of Information Process

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When to File a Statement of Information in Santa Rosa

Your first CA Statement of Information is due within 90 days of forming your Santa Rosa business. After that, you are required to file either annually or biennially (every two years) depending on the type of business structure you have, as follows: 

  • Corporations (domestic and foreign) – Annually
  • Agricultural Cooperatives – Annually
  • Credit Unions – Biennially
  • Nonprofits – Biennially
  • LLCs – Biennially 

The California Secretary of State gives you a six-month filing window. This includes the entire month you originally registered your business, plus the preceding 5 months. 

For example, if you own a corporation and first registered your business in the month of June, your next Statement of Information will be due the following year by the end of June. But you can file anytime between January 1 and June 30 of that year. 

If any changes occur between the required filing periods, you should submit an updated statement. 

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What Information Do I Need to Provide?

While some states require detailed financial information (such as cash flow statements and profit-and-loss reports) in a Statement of Information, California requires only basic information about your Santa Rosa business. 

The information requirements vary based on the type of business entity you have. In general, you’ll need to provide: 

  • The name of your LLC or corporation
  • The Secretary of State entity number
  • Physical address of the principal executive office
  • Mailing address, if different from principal office
  • The names and addresses of officers and directors (corporations)
  • The names and addresses of managers and members, if applicable (LLCs)
  • The name and address of the LLC’s Chief Executive Officer, if appointed
  • General statement of the business and services of the company
  • Name and address of the Agent for Service of Process 

The person who fills out the Statement of Information must sign and date it at the bottom. 

Who Must File a Statement of Information?

To conduct business in Santa Rosa or anywhere in California, the following types of business entities must file a CA Secretary of State Statement of Information:  

  • Corporations (foreign and domestic)
  • Limited liability companies (LLCs)
  • Nonprofits
  • Agricultural cooperatives
  • Credit unions
  • General cooperative corporations
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What Documents Do I Need?

What Happens If I Don’t File a Santa Rosa Statement of Information?

If you don’t file the required Santa Rosa Secretary of State Statement of Information accurately and on time, you could face steep penalties, including the eventual suspension or forfeiture of your business. 

The state usually sends reminder notices before your Santa Rosa Statement of Information is due, but you shouldn’t rely on this. Keep in mind that if your business address changes, you may not receive these notices. 

Make sure to appoint someone within your company to track which filings are due and when.

Get Help Filing Your Santa Rosa Statement of Information

Statements of Information don’t require much information and are straightforward. But if you’re not sure how to fill it out or you simply don’t have time to read through the state’s lengthy instructions, it makes sense to get help. 

The last thing you need is a fine for not filing on time or, worse, threats of dissolution from the Franchise Tax Board. 

FastFilings can help you file your annual or biennial Statement of Information form in just five minutes. Our platform is simple and easy to use. Don’t delay, start your filing now.

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