12-step canonical setup walkthrough for solo founders + 1-3 person teams forming a new US business entity. LLC formation, EIN, FinCEN BOI report, DUNS number, business bank account, state license, sales-tax registration — all in one guided flow customized to your formation profile. Saves $250-$1500 vs Stripe Atlas / doola / ZenBusiness for US-resident solo founders, and unlike those services you keep full control + own every document. ## What's included - **Formation profile** — state of formation (resident state vs Delaware vs Wyoming), entity type (LLC vs S-Corp election vs C-Corp), members, registered agent, business activity - **12-step setup checklist** — sequenced by dependency, customized to your profile, with per-step time + cost estimates - **Document templates with attorney-review footers** — operating agreement, articles of organization, bylaws (if corp), SS-4 EIN prep, BOI worksheet, bank account opening packet - **Portal walkthroughs** — state Secretary of State filing, IRS EIN online (form SS-4), FinCEN BOI portal at boiefiling.fincen.gov, D&B DUNS request, bank-specific account opening (Mercury, Relay, Bluevine, Brex, Chase) - **Entity + state trade-off advisor** — surfaces tax + liability + compliance trade-offs; recommends CPA + attorney consult for complex situations (multi-state ops, foreign ownership, IP-heavy plays) - **Corporate Transparency Act / FinCEN BOI tracker** — 90-day filing deadline + civil ($591/day) + criminal ($10K + 2 years) penalty surfacing; reminds for ownership changes - **Sales tax registration** — economic nexus surfaced per state where you'll sell; registration links + thresholds - **State business license + DBA** — flags whether your state requires a general business license + city-level requirements ## Limitations - **Not a lawyer** — UPL-aware; walks publicly documented procedures, never interprets law for your specific situation; complex setups need attorney review - **Not a CPA** — surfaces tax election trade-offs; final entity + S-Corp election decision belongs to CPA - **Not a filing service** — generates documents + walks portals; YOU submit forms in your own name (this is the cost-saving feature, not a limitation) - **U.S.-only** — Canadian / UK / EU / AU formation has entirely different procedures - **Single-entity scope** per session — holding-company structures + multi-entity setups run sequential sessions ## Best fit Solo founders + 1-3 person teams forming their first US LLC or corporation. Indie operators tired of paying $300-$1500/year to Stripe Atlas + Mercury referrals just to file standard documents. Side-hustlers crossing the threshold where formal entity makes sense (recurring revenue, employees, liability concerns). Especially valuable for US-resident founders who would otherwise overpay for foreign-founder-targeted services — keeps you compliant, in control, and $500-$1500 ahead.
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