EIN
EIN and federal tax identity
Guidance for obtaining and using an EIN correctly for banking, tax filings, vendor forms, payroll, and business records.
LLC
LLC tax setup
Single-member LLC, multi-member LLC, partnership-taxed LLC, and possible S corporation election considerations.
Corp
Corporation setup awareness
C corporation and S corporation filing obligations, shareholder records, ownership structure, and first-year tax compliance considerations.
1065
Partnership planning
Partner ownership records, capital contributions, profit allocations, K-1 reporting, and Form 1065 filing readiness.
990
Nonprofit startup compliance
Tax-exempt organization records, Form 990-series awareness, donor records, board documentation, and filing calendar planning.
Books
Bookkeeping readiness
Bank account separation, income and expense categories, receipt records, chart of accounts, and year-end tax preparation support.