Tax & Compliance · Pricing
State Qualification & DBA Registration Administration
Starting at$250one-time
What the price covers
1 foreign qualification OR 1 DBA filing; approved instructions
What we do
- Confirm adviser-approved filing instructions and required records
- Prepare the selected qualification or DBA application
- Track acceptance and retain the confirmation/calendar record
- Review filing details and the completion record
What you get
One qualification or DBA filing confirmation and calendar entry.
Not included
Determining whether registration is required, and government fees.
Every Step. All 13.
- 01Confirm whether the request is a qualification or a DBAFiling intake · Operations
- 02Collect the adviser's approved filing instructionsFiling intake · Operations
- 03List the supporting records requiredFiling intake · Operations
- 04Obtain the home-state good-standing certificate (qualification) or confirm name availability (DBA)One selected filing · Operations
- 05Enter the approved entity and contact detailsOne selected filing · Operations
- 06Attach the supplied supporting documentsOne selected filing · Operations
- 07Obtain the authorized signatureOne selected filing · Operations
- 08Submit the application and pay the government feeOne selected filing · Operations
- 09Check acceptance or requests for missing informationFiling follow-up · Operations
- 10Save the confirmationFiling follow-up · Operations
- 11Record any assigned renewal dateFiling follow-up · Operations
- 12Compare the filing with the approved instructionsFinal review · Senior accountant
- 13Confirm completion or identify the next ownerFinal review · Senior accountant
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