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What to do after your LLC is approved (the 30-day playbook)

Your state approved your LLC! Here's everything you need to do in the next 30 days to actually have a functioning business.

What to do after your LLC is approved (the 30-day playbook)

Your state approved your LLC! Here's everything you need to do in the next 30 days to actually have a functioning business.

Week 1: Get your EIN

The Employer Identification Number (EIN) is your business's federal tax ID. You need one to:

  • Open a business bank account

  • Hire employees or pay contractors

  • File business taxes

  • Get a business credit card

How to get one: - Free: apply directly with the IRS at irs.gov/ein (only available M-F, 7am-10pm ET — and only works for US residents with an SSN) - Easier: we'll handle it for you — usually takes 2-5 business days

If you already bought our EIN add-on at checkout, we've already started.

Week 1: Open a business bank account

This is the single most important step for maintaining your liability protection. Mixing personal and business money is the #1 way to "pierce the corporate veil" and lose your LLC protection.

You'll need: - Articles of Organization (in your portal under Documents) - EIN confirmation letter (CP-575 from the IRS) - Operating Agreement (if applicable in your state) - Your photo ID

Banks we recommend: - Mercury (online-only, free, fastest signup) — best for tech / online businesses - Relay (online-only, free, multiple sub-accounts) — best for envelope-budget operators - Chase Business Complete — best for in-person banking, ~$15/mo fee - Bluevine — best for businesses that want a high-yield checking account

Week 2: Sign your Operating Agreement

The Operating Agreement is the internal contract between LLC members (or just you and yourself if it's a single-member LLC).

Even if you're a solo owner, get one — banks frequently ask for it, and it formalizes details like: - Who owns what % - How profits are distributed - What happens if you bring on a partner later - What happens if you want to sell or dissolve

We deliver yours within 1-2 business days of LLC approval if you bought the OA add-on.

Week 2-3: File your BOI report (federal requirement)

The Beneficial Ownership Information (BOI) report goes to FinCEN, the federal Treasury Department's financial-crimes division. Filing deadline:

  • LLCs formed in 2024+: file within 90 days of formation

  • LLCs formed before 2024: file by Jan 1, 2026

Penalty for missing the deadline: up to $500/day in civil penalties. Don't skip this one.

You can file directly at fincen.gov for free, or use our $99 BOI add-on which handles the form for you.

Week 3-4: Set up bookkeeping

You don't need an accountant on day 1, but you DO need to track every expense and dollar of revenue from day 1.

Bare minimum: - A separate business bank account (week 1 — see above) - A business credit card (not personal!) - A simple spreadsheet or QuickBooks Simple Start ($25/mo)

If you cross $50k revenue: time to talk to a CPA. We don't refer to specific CPAs but can pair you with our partner Trefler & Co. for a free 30-min intro call.

Week 4: Set calendar reminders

Annual obligations to put on your calendar NOW:

  • State annual report: due date varies by state. We send reminders via email + the customer portal.

  • Federal income tax: April 15 (Schedule C if single-member LLC, Form 1065 if multi-member).

  • State income tax: varies. Check with your state.

  • Estimated quarterly tax payments: April 15, June 15, Sept 15, Jan 15. Required if you expect to owe more than $1,000 in federal tax.

What FormationHub does for you automatically

  • Mail forwarding (Registered Agent mail → your portal as PDF scans)

  • Annual report reminders (60 days before due)

  • BOI deadline reminders

  • Compliance dashboard in your portal showing what's due and when

Need help?

Live chat support is available in your member portal (the messenger bottom-right). Our support team answers M-F 9am-6pm ET. Outside business hours we have a self-serve knowledge base and you can leave a voicemail at our toll-free number, +1 (888) 695-5281.

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