Business Setup Guide
Complete the legal, tax, banking, and recordkeeping foundation once, then maintain it on a recurring calendar. This 18-page guide walks through forming the LLC, getting the EIN for free directly from the IRS and avoiding a paid look-alike service, and opening the business bank account and separating the money from day one — plus five working templates to build a permanent formation file.
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What It Covers
Check licensing, zoning, and tax rules for your own city and state before starting, then form the entity and keep ownership, EIN, agent, and tax records authoritative. Get the EIN free and direct from the IRS — the session times out after fifteen minutes and only one EIN is issued per responsible party per day, so have everything ready first. Use business banking and records from day one to keep the entity separate, and if the CP 575 confirmation letter is lost, request a replacement 147C letter instead of paying anyone. Use the setup checklist, budget, and authorization record, plus the milestone tracker and compliance page, as the permanent formation file.
Five Working Templates
- Setup checklist
- Budget worksheet
- Authorization record
- Milestone tracker
- Compliance page
This guide gives you the framework. The full Business Setup Business Plan ($22) adds step-by-step LLC formation for Kansas and Maryland, a free EIN walkthrough, insurance cost ranges, a formation cost worksheet, and a first-year compliance calendar. See what’s inside the plan →