Business Setup
Start Your Business on the Right Foundation
The decisions you make when starting a business can affect your taxes, bookkeeping, payroll, compliance responsibilities, and financial organization for years to come.
Business Setup from Allison Accounting is designed to help new and growing business owners establish the tax, accounting, and basic formation steps needed to get started.
In many cases, this includes forming an LLC, obtaining an EIN, completing tax registrations, and helping establish the bookkeeping, payroll, and tax processes your business will need going forward.
Whether you are launching your first business, moving from a side business into a more formal structure, or trying to set things up correctly from the beginning, our goal is to help you start with clarity instead of confusion.
Who This Service Is For
Business Setup may be the right fit if you:
Are starting a new business
Need help forming an LLC
Need assistance obtaining an EIN or completing tax registrations
Want guidance on business structure from a tax and accounting perspective
Want your bookkeeping, payroll, and tax processes established correctly from the beginning
Want to understand ongoing filing and compliance responsibilities
Are moving from a side business into
a more formal business structure
May want ongoing CPA support after
your business is established
Whether you are launching a small side business or building a growing company, starting with an organized tax and accounting foundation can help reduce confusion and avoid unnecessary complications later.
What Business Setup Can Include
Business Setup is a collaborative process designed to help establish the tax and accounting framework for your business.
Depending on your needs, Business Setup may include:
Discussion of your business goals and operations
LLC formation assistance
State filing assistance
Federal Employer Identification Number assistance
Federal and state tax registration guidance
Guidance on business structure from a tax and accounting perspective
Initial accounting and bookkeeping recommendations
Payroll setup recommendations, if applicable
Sales tax registration guidance, when applicable
Overview of ongoing tax filing responsibilities
Recordkeeping and compliance considerations
Recommendations for future CPA support
The exact scope depends on your business, where you are in the startup process, and the engagement agreed upon before work begins.
Our Approach
Every business is different.
Rather than assuming every new business needs the same setup, we take time to understand your business activity, ownership, expected income, payroll needs, filing responsibilities, and future plans before recommending the appropriate next step.
Business Setup may include LLC formation assistance, state filing assistance, EIN assistance, tax registrations, and guidance on the tax and accounting steps involved in getting started.
Our role is to help with the tax, accounting, and formation process for straightforward business setup needs. We do not provide legal advice. If your situation involves complex ownership arrangements, legal liability questions, customized operating agreement terms, investor issues, buy-sell terms, or other legal matters, those should be addressed separately with an attorney.
Our goal is to help you make informed tax and accounting decisions before your business gets too far down the road.
Starting With the Right Financial Process Matters
Choosing a business structure is only one part of starting a business.
Other important considerations often include:
Tax registration requirements
Payroll responsibilities
Bookkeeping systems
Estimated tax obligations
Recordkeeping procedures
Sales tax requirements
Separating personal and business finances
Understanding future tax filing requirements
Establishing these systems early can help create a more organized business from the start.
Investment
Business Setup fees depend on the scope of work involved.
A common LLC formation and EIN setup engagement starts at $750.
Other setup needs, consultations, tax registrations, account setup support, payroll setup guidance, sales tax registration support, or more involved projects are quoted based on the work required.
Factors that may affect pricing include:
Type of business being established
Number of owners
State filing requirements
Tax registration needs
Payroll setup needs
Sales tax registration requirements
Accounting system recommendations
Ongoing CPA support requested
After learning more about your situation, we will recommend the appropriate engagement and explain the investment before any work begins.
How the Process Works
Complete a Business Setup Inquiry
Complete our short inquiry form so we can learn about your business idea, ownership structure, and goals.
We Review Your Information
Our team will review your information to determine whether Business Setup appears to be the appropriate service for your situation.
If your needs go beyond the initial setup process, we will explain the appropriate next step before any work begins.
Initial Setup Discussion
If Business Setup appears to be a good fit, we will gather additional information about your business activity, ownership, expected revenue, payroll needs, tax registration needs, and operational plans.
This helps us understand what needs to be addressed before setup work begins.
Business Setup Recommendations and Filing Support
Based on your situation, we will provide guidance on the tax and accounting steps involved in getting started.
This may include LLC formation assistance, EIN assistance, tax registrations, bookkeeping setup, payroll considerations, sales tax issues, estimated taxes, and future filing responsibilities.
Ongoing Support Options
Once your business is established, we can help determine whether Monthly CPA Support, Business Tax Preparation, Tax Planning, or another ongoing service would best support your business as it grows.
Some business owners only need help getting started. Others benefit from an ongoing CPA firm relationship after the setup stage.
Good-Fit Expectations
Business Setup is designed for entrepreneurs and business owners who:
Want professional tax and accounting
guidance before or during business setup
Need help with straightforward LLC
formation, EIN setup, or tax registrations
Value making informed decisions
from the beginning
Are willing to provide complete information
about their business plans
Appreciate organized communication
and a structured process
May want to build a long-term
relationship with a CPA firm
Understand that legal services and tax services
are separate professional disciplines
This service may not be the best fit if you are looking for the fastest or lowest-cost online filing option without professional guidance.
Our goal is to help business owners establish a strong tax and accounting foundation that supports long-term organization, compliance, and growth.
Ready to Start?
Every Business Setup engagement begins with a short inquiry.
Tell us about your business, your goals, and where you are in the startup process. We'll review your information and recommend the appropriate next step.
