New Business Tax Readiness
Starting a business? Take our 8-question readiness check to see what's in place and what to work on — then use the printable startup checklist to get tax-ready from day one. Hablamos español.
How tax-ready is your new business?
Answer Yes or No for each. We'll show your score and a list of anything to work on.
Do you have an EIN?
An Employer Identification Number identifies your business to the IRS.
Do you have a separate business bank account?
Keeping business and personal money separate makes bookkeeping cleaner.
Have you chosen your entity type?
Sole proprietor, LLC, S-Corp or partnership — each has different tax treatment.
Do you have a bookkeeping system?
A way to track income and expenses regularly, even a simple one.
Do you know which state and local taxes apply to you?
Sales tax, franchise tax, and other obligations vary by location.
Do you have a plan for quarterly estimated taxes?
Setting aside money through the year helps avoid surprises.
Do you keep receipts digitally?
Digital copies are easier to organize and find at tax time.
Do you know your payroll obligations if you hire?
Hiring employees brings payroll tax and filing responsibilities.
Startup Tax Checklist
A simple list to keep handy while you get set up.
Startup Tax Checklist
Perfecto Taxes
- Choose your business entity type (sole proprietor, LLC, S-Corp, partnership)
- Apply for an EIN if one is required for your structure
- Open a separate business bank account
- Set up a bookkeeping system and track income and expenses
- Start saving receipts digitally
- Identify state and local tax obligations (sales/use, franchise)
- Plan for quarterly estimated taxes
- Set up payroll if you plan to hire employees
- Track mileage and other business expenses
- Note annual filing deadlines and renewal dates
This checklist provides general information, not tax or legal advice.
656-220-9545 · info@perfectotaxes.com · Tampa, FL · Brandon, FL · Wesley Chapel, FL · Katy, TX
Let's get your taxes organized
Tell us a little about your situation and pick a time that works for you. We'll help you figure out the next step — no pressure.
For your security, please don't include SSNs, EINs, bank details, or uploaded documents in this form.