Starting out
Business Formation & EIN Assistance
Set the entity up so the first filing season is straightforward: formation paperwork, state registration and the EIN application, handled in the right order.
What this covers
Formation decisions have filing consequences that arrive months later. We help you get the sequence right — form the entity, register with the state, obtain the EIN, and understand which returns the structure you have chosen will require.
Formation runs as its own branch of Tax Return Express. Once the entity exists and the EIN is issued, the case rejoins the main line and your first business return is prepared from the same record.
We prepare tax filings and handle formation and registration paperwork. We do not provide legal advice on entity choice, ownership agreements or liability; where a question is genuinely legal we will say so and recommend you speak with an attorney.
State filing fees and processing times are set by each state, not by us. We will tell you the current fee and expected timing for your state before filing.
Usually a good fit if
- You are starting a business and need the entity registered
- You need an EIN for banking, payroll or contracting
- You are converting a sole proprietorship into an LLC or corporation
- You want to understand what returns your chosen structure requires
- You are registering in an additional state
What to gather
- The intended business name and any alternates
- Owner names, addresses and ownership percentages
- The state or states of operation
- A description of the business activity
- Any formation documents already filed
How this engagement runs.
- 1
Formation and registration
Formation documents are prepared and filed with the state, and registrations are completed.
- 2
EIN application
We prepare and submit the EIN application and record the confirmation on your file.
- 3
Rejoin the filing line
With the entity in place, the case returns to the main line for its first tax filing.
Also available
Other ways we can help.
Individual Tax Preparation
Federal and state returns prepared, reviewed and e-filed for individuals and families.
Business Tax Services
Returns and year-round support for sole proprietors, partnerships, S corporations and corporations.
Prior-Year Returns
Unfiled years reconstructed from transcripts and brought back into compliance.
Ready to get your return moving?
Tell us about your situation and we will confirm what needs to be filed and what to gather first.