Entity Formation Document - registers your new business with the State

  • Certificate of Formation; Articles of Incorporation

  • Filed with the Secretary of State

  • Establishes your business as a separate legal entity

Employer Identification Number - gives you a federal tax identification #

  • Obtained from the IRS at www.irs.gov

  • Required to open a bank account or if you have employees

Company Agreement (LLC) or Bylaws (Corporation)

  • Your business's main governing document and critical to your company's governance.

  • Sets the rules for your company that all of the owners and managers/directors have to follow.

  • Often also required by banks to open a bank account.

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