Company Incorporation
Start with a company record built to stay organized.
Coordinate entity selection, filing, EIN, Registered Agent, and first-year responsibilities inside one operating record, so incorporation becomes the starting point for how the business runs, not a document you never look at again.
Entity record
Continuous
- DecisionsStage 1Entity type, state, ownership, operating plan.
- FilingStage 2Certificate + operating agreement submitted.
- EINStage 3Responsible-party record + IRS confirmation.
- Banking + agentStage 4Registered Agent coverage, banking readiness.
- First yearStage 5Annual report, franchise tax, close cadence.
Each stage carries forward: nothing has to be rebuilt when the next responsibility arrives.
Before filing
Decisions that shape everything after.
Get these right and the rest of the setup carries itself.
Entity type
LLC or C-Corp based on ownership, funding path, and operating plan.
State of formation
Home state or Delaware depending on where the business operates and raises.
Ownership structure
Members, managers, or officers documented cleanly from day one.
Operating needs
Banking readiness, payroll, compliance obligations mapped up front.
First 90 days
From filed entity to operating company.
What lands in the record after the state approves the formation.
Formation record
Certificate, operating agreement, and consents preserved centrally.
EIN + banking
Confirmation letter recorded; banking application readiness prepared.
Compliance calendar
Annual report and franchise-tax obligations placed on a visible calendar.
Books baseline
Chart of accounts and opening balances configured for the first close.
International founders
U.S. formation from outside the United States.
Responsible-party requirements, EIN coordination, and Registered Agent continuity handled as one connected sequence.
We regularly coordinate U.S. formation for founders operating outside the U.S. Banking readiness is prepared; approval remains with the financial institution. IRS processing for foreign responsible parties can take longer than domestic filings, and those windows are outside our control.
Boundaries
What incorporation does not include.
- Filing submission is not the same as state approval.
- State processing timelines are outside Institution's control.
- Legal advice is not implied. Complex ownership structures require counsel.
- Bank approval is not guaranteed.
Frequently asked
- The prepared filing package is submitted the same business day in most cases. State processing time varies and is outside our control.