High-Intent Guide
Texas Professional Corporation Requirements
A practical formation and compliance checklist for Texas P.C.s, built for licensed practices that need governance discipline and filing confidence.
Formation requirements at a glance
Use this baseline before profession-specific legal and tax review.
| Criterion | Core filing package | Post-formation governance |
|---|---|---|
| State filing | Certificate of formation filed with Texas SOS using current P.C. form guidance. | Bylaws, officer/director appointments, and ownership restrictions documented. |
| Licensing alignment | Profession eligibility and ownership limits confirmed with board rules. | Internal policies for license renewals and professional conduct controls. |
| Registered agent | Texas registered agent appointed with valid service-of-process address. | Agent change workflow documented for office moves or provider switches. |
| Tax posture | EIN obtained and initial tax classification decisions documented. | Franchise tax and annual report cadence added to compliance calendar. |
P.C. formation checklist
- Confirm your profession may use a Texas P.C. and identify ownership limits.
- Draft certificate of formation with profession-compliant purpose and provisions.
- Adopt bylaws and initial organizational consents before opening bank accounts.
- Appoint directors/officers and document share authorization rules.
- Validate current SOS forms, fees, and instructions on filing day.
Annual compliance rhythm
Step 1
Track Texas franchise tax and public information report obligations each report year.
Step 2
Maintain board minutes, officer actions, and ownership transfer approvals.
Step 3
Reconcile registered agent and principal office records after any move.
Step 4
Review licensing board notices that affect entity governance or ownership.