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Admin & Legal – Everything You Need to Start Clean.
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Part 1 : Choose the Right Business Structure
Pick the best legal entity for your business goals, tax efficiency, and protection.
1
Understand the Main Structures in the US
LLC, C-Corp, S-Corp, Sole Proprietor — what are they, and how do they differ?
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2
Match Your Structure to Your Business Model
Solo freelancer ≠ funded SaaS ≠ online store. Choose for today and tomorrow.
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3
Validate With a Tax Advisor or Legal Pro
US tax code = complex. A 30-min session saves years of headaches.
Know MorePart 2 : Register Your Business in the Right State
Make your business official, and know where to file it.
1
Choose Your State of Formation
Delaware for startups, Wyoming for anonymity, your home state for simplicity.
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2
Smoke Test Campaign
Use your Secretary of State website or platforms like Stripe Atlas, Firstbase, LegalZoom.
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3
Get Your EIN & Business Licenses
Apply for your EIN via the IRS (free), then check local permits.
Know MorePart 3 : Open Your Business Bank Accounts
Separate personal and business finances and build trust with clients & platforms.
1
Choose a Modern US Business Bank
Mercury, Relay, Brex, or a local bank? Pick what fits your style and cash flow.
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2
Prepare the Required Documents
EIN, formation documents, operating agreement.
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3
Set Up Your Payment Systems
Stripe, PayPal, Square, ACH… Link accounts and test payment flow.
Know MorePart 4 : Cover Your Legal Bases
Protect your brand, assets, and operations from day one.
1
Register Your Business Name & Trademark
Check USPTO.gov for conflicts, and file your brand if needed.
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2
Create Core Legal Documents
Terms of Use, Privacy Policy (CCPA/FTC compliant), NDAs, Client Agreements.
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3
Choose Your Insurance Coverage
Depending on your model: General Liability, E&O, Cyber, Product Insurance.
Know MorePart 5 : Set Up Bookkeeping & Tax Readiness
Track money clearly, prep for tax season, and stay audit-proof.
1
Choose an Accounting Stack
Wave (free), QuickBooks, Bench, or Xero. Add Gusto for payroll.
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2
Track Income & Expenses Separately
Log every dollar in/out. Keep digital receipts.
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3
Understand Your Tax Responsibilities
Federal vs State income tax, sales tax, franchise tax, quarterly estimates.
Know MorePart 6 : Stay Compliant & Scale Smart
Keep your business legally clean as it grows.
1
Know Your Annual Obligations
Annual report, franchise tax, registered agent fees, 1099s, W-2s.
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2
Set Up a Legal Files System
Organize contracts, licenses, employee docs, equity agreements, cap tables.
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3
Plan for Growth Events
Hiring employees? Raising capital? Partnering with others?
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