LLC, S-corp or payroll.
Which comes first?

The Before You File Checklist puts the 6 setup steps in order, with the signal that tells you each one is due. 9 pages, $0.

  1. Step 1: Sole proprietor basics
  2. Step 2: A free EIN and a separate bank account
  3. Step 3: Quarterly taxes
  4. Step 4: An LLC
  5. Step 5: An S-corp election
  6. Step 6: Paperwork for paying people

Each step has a signal that tells you it’s due. The signals are in the checklist.

What’s inside

  • The 6 steps in order, and the signal that it’s time for each one
  • 49 checkboxes: what to do at each step, and what can wait
  • The questions to bring to a CPA before you pay for an S‑corp
  • The dates to put on your calendar for early 2027
The Step 1 page of the checklist: when it applies, a list of checkboxes, what can wait, and the official source.

47 facts, each traced to an IRS, SBA or state agency source.

An independent reviewer then looked for its own source for each one. Run by an S-corp owner.

Find the first step
you haven’t finished.
Start there.