Entity Formation
Complete LLC Operating Agreement
Review and sign your LLC operating agreement to finalize your entity structure. This document outlines ownership, management, and operational procedures.
Review State Filing Confirmation
Check your state filing status and review the confirmation documents from NC State Secretary of State.
Track EIN Application Status
Monitor your Employer Identification Number (EIN) application with the IRS. Processing typically takes 2-4 weeks.
Review LLC Formation Documents
Download and review your complete LLC formation package including Articles of Organization and Certificate of Formation.
Banking
Set Up Business Bank Account
Open a dedicated business bank account for your LLC to separate personal and business finances. We'll guide you through the process.
Verify Bank Account Details
Complete the micro-deposit verification process to confirm your business bank account is active and linked.
Tax & Compliance
S-Corp Election Filing (Optional)
File Form 2553 with the IRS to elect S-Corporation tax status. This can provide significant tax savings on self-employment taxes.
Upload Tax Documents
Upload your previous year's tax returns and any relevant financial documents for our tax planning analysis.