From entity formation to licensing requirements, we create step-by-step plans to accomplish the
best possible foundation for your business to thrive. Here is a new business checklist for
operations in California to ensure we got all grounds covered for you to successfully start your

• Decide on business legal structure
• Establish operating agreement and bylaws
• Register the business with the Secretary of State
• Apply for Federal Employment Identification Number (EIN)
• File Statement of Information (SOS)
• Register a fictitious business name with the county
• Create and maintain corporate binder for recordkeeping
• Register with California Employment Development Department (EDD & SEIN)
• Register for California FTB account for income tax payment
• Register for Federal EFTPS account for income tax payment

• Apply for city business license
• Obtain California seller’s permit & sales tax account from CDTFA
• Open business bank account & order business checks
• Comply with industry specialty licenses & permits
• Obtain property, business & workers’ compensation insurance