I am asking some rudimentary questions but I want to make sure I’m covering everything

File with Secretary of State documents

Have logo design and create website

Contract with EMR and pay processor

Set up separate account for llc

Tax specialist

I know I’m missing something but can’t seem to figure out

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Posted by horsesandbulls

Destin, FL

Member since Jun 2008

5146 posts

Posted on 8/19/25 at 2:32 pm to sms151t

Operating agreement if you have a partner. I’ve seen other professionals say to do one even if you are the sole member.

Accountability plan if you plan on using a vehicle titled in your personal name and used for the business.

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Posted by AllbyMyRelf

Virginia

Member since Nov 2014

3992 posts

Posted on 8/19/25 at 2:55 pm to sms151t

If you own any assets in your individual capacity that you want the company to own, you need to formally contribute them into the company.

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Posted by Mingo Was His NameO

Brooklyn

Member since Mar 2016

36704 posts

Posted on 8/19/25 at 3:12 pm to sms151t

quote:
Tax specialist

Most of the questions would be able to be answered here

Is you product/service subject to sales tax

Does making an S corp election make sense

Are you buying any depreciable property, particularly anything subject to bonus

There’s a million questions under “tax specialist” per view

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Posted by sms151t

Polos, Porsches, Ponies..PROBATION

Member since Aug 2009

140708 posts

Posted on 8/20/25 at 11:36 am to Mingo Was His NameO

quote:
Is you product/service subject to sales tax

No it is a service, mental health service

quote:
Are you buying any depreciable property, particularly anything subject to bonus

Not at the moment, unless you can consider a laptop that type property. I want to do virtual work. If the clients get large enough I could think of operating out of an office. But this is more of a side thing, but I want to do it correctly.

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