Registering with the state
Your LLC, corporation, or partnership filed with your state's Secretary of State, plus a trade name (DBA) filing if you will operate under a different name.
New business startup · Any state
Start your business
set up right
A new business needs a state registration, a federal tax ID, tax accounts, a sales tax permit, and a set of books, ideally in the right order and before the first sale. TruBalance handles the filings and setup with you, in Connecticut or any other state, and walks you through every step, with QuickBooks set up by a Certified QuickBooks ProAdvisor.
What we set up
Take the whole list or only the pieces you have not done yet. Everything is handled remotely, for a business in any state.
Federal tax ID (FEIN)
Your Employer Identification Number applied for directly with the IRS, so you can open a business bank account, hire, and file.
State tax accounts
Registration with your state's tax department for the accounts your business needs, such as employer withholding, so returns land in the right place from the start.
Sales tax setup
Your sales tax permit, your filing frequency and due dates confirmed, and sales tax set up in QuickBooks so it is tracked from the first sale.
QuickBooks from day one
A chart of accounts built for your business, bank and card feeds connected, and invoice templates ready, so the books start clean instead of catching up later.
Guidance start to finish
A checklist for your business and your state, each step explained in plain language, and one person to call with questions along the way.
Your startup checklist
The usual list for a new business. Your state and industry decide which items apply, and the first call sorts that out.
- Business name availability search
- State business registration (LLC, corporation, partnership)
- Trade name (DBA) filing, where needed
- Federal EIN (FEIN) from the IRS
- Paperwork ready for your business bank account
- State tax registration
- Sales tax permit
- Employer and payroll tax accounts, if you will hire
- Local license and permit research
- QuickBooks Online setup
- Chart of accounts built for your business
- Bank and credit card connections
- Invoice, receipt, and bill workflow
- Calendar of annual reports, renewals, and tax due dates
Why start with TruBalance
Setup done by the same person who can keep the books afterwards.
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Any state
Filings are made online with the IRS and your state, so the business can be registered in Connecticut or anywhere else in the country.
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The right order
EIN before the bank account, registrations before the first sale, and the books set up before the first transaction.
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Filed directly
Applications go straight to the IRS and your state, not through a third-party filing website that adds its own fees.
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Nothing lost
Every confirmation, ID number, and login is gathered into one record you keep, so nothing is buried in an inbox.
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Books from day one
QuickBooks is set up by someone who keeps books for a living, so the first tax season is not a shoebox of receipts.
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One business day
Calls and emails are answered within one business day, the same commitment that applies to bookkeeping clients.
How it works
Five steps from the first call to a business that is ready to open.
01 Introductory call
A free thirty-minute conversation about the business, the state it will be registered in, and anything already done.
02 Your checklist and quote
A written list of every registration and setup step your business needs in your state, with a quote before any work begins.
03 Registrations and filings
State registration, EIN, state tax accounts, and sales tax permit, filed in the right order, with a copy of every confirmation for your records.
04 QuickBooks and banking
Your books set up and connected to the new business bank account and cards, with sales tax and invoicing ready to use.
05 Hand-off and what comes next
A one-page summary of your accounts, ID numbers, and upcoming due dates, and the option to continue with monthly bookkeeping.
Questions
The questions that come up most often when starting a new business.
Do you work with businesses outside Connecticut?
Yes. Business registration, the EIN, and state tax accounts are all handled online, so startup services are available for a business in any state.
Should my business be an LLC, an S corporation, or a sole proprietorship?
That choice has legal and tax consequences, so the advice should come from an attorney or CPA. TruBalance can explain the paperwork each option involves, file what you decide on, and work alongside your attorney or CPA.
What is an FEIN, and do I need one?
A Federal Employer Identification Number (EIN) is your business tax ID from the IRS. You need one to hire employees or to operate as a corporation or partnership, and most banks ask for one to open a business account. The IRS does not charge for it.
How long does it take?
An EIN applied for online is usually issued the same day. State registrations take anywhere from a day to several weeks, depending on the state. You will get a timeline for your state on the first call.
How much does it cost?
It depends on what your business needs and the state it is in. State filing fees are set by your state and are separate from the TruBalance fee. You will receive a quote before any work begins.
Do I have to become a bookkeeping client?
No. Startup services are available on their own. If you would like help keeping the books afterwards, monthly bookkeeping picks up right where setup leaves off.
Starting something new?
Tell us about the business and the state it will be in. A short call is enough to map out every step, with no obligation to proceed.
