LLC Starting Checklist | LLC Resources

Before you file

Choose the state, name, agent and management structure.

Decide whether an LLC fits the businessConsider owners, activity, liability and tax questions; get advice where needed.Read guide
Choose the state where you will formList where the business operates and whether it needs registration in another state.Read guide
Check the proposed company nameUse the state’s current name search and naming rules.Read guide
Plan the registered office and agentFollow your state’s office, agent and acceptance rules before filing.Read guide
Agree on ownership and managementRecord members, contributions and who will make decisions.Read guide
Prepare a first-year budgetSeparate filing charges, required extras, services, licenses and ongoing costs.Read guide

Prepare the state form, submit it and save the accepted filing.

Open the current official filing instructionsConfirm the domestic LLC document and the available filing method.Read guide
Review names, addresses and required detailsCheck public-record information, management choices and any effective date.Read guide
Complete signatures and acceptance documentsFollow the state’s instructions for organizers and the registered agent.Read guide
Submit the filing and save the receiptReview the total charge before paying; keep the confirmation.Read guide
Confirm approval and save the filed documentRespond to any correction request. Save the approved document as well as the payment receipt.Read guide

Organize company records, accounts and filing deadlines.

Finalize the operating agreementRecord who runs and owns the LLC, how profits are shared and what happens when an owner leaves.Read guide
Check EIN requirements and apply directly if neededUse IRS instructions; a direct IRS EIN application is free.Read guide
Organize banking and bookkeepingPrepare the documents your bank requests and separate business transactions.Read guide
Check business and professional licensesCheck the licenses required for your business activity and operating location.Read guide
Review tax registrations and filing obligationsEntity formation and tax-account registration are separate steps.Read guide
Complete any state-specific follow-upCheck publication, initial reports or other requirements in your state guide.Read guide
Add reports, renewals and tax deadlines to your calendarUse the company’s actual reporting cycle and current official instructions.Read guide
Check current ownership-reporting rulesUse FinCEN’s current guidance and any applicable state requirements.Read guide
Keep the company record currentMaintain agent and address details, approvals, agreements and filing receipts.Read guide