DBA (Doing Business As)
Intake form for registering an assumed or trade name.
Fillable PDF
2 pages
Resources
Forms & Downloads
Blank, original intake templates. View in your browser or download to complete.
How to submit securely: Complete non-payment forms, then upload them through your Customer Portal once your onboarding and document access are confirmed, or use the secure method your ROSS & ASSOCIATES BUSINESS FORMATION AND FILINGS representative approves in writing. Portal onboarding instructions will be provided separately.
Payment forms are excluded from general uploads (card or bank details). This website does not accept payment form uploads.
Our service fees exclude state, government and pass-through charges. Any fee printed in a form is informational; your current written quote controls.
Business Filings
Dissolution
Intake form to formally close and dissolve an entity.
Fillable PDF
2 pages
Entity Conversion
Intake form for converting from one entity type to another.
Fillable PDF
2 pages
Legacy provider and pricing references
This original form still references a former provider and a $149 automatic renewal. Do not rely on this legacy wording as confirmation of current service terms. Confirm the applicable terms and fees in your current written quote and agreement before submitting. Service fees exclude state, government and pass-through charges.
Foreign Qualification
Intake form to register an existing entity to do business in another state.
Fillable PDF
3 pages
Embedded fees subject to current written quote
Any fee printed inside this form may be outdated. Your current written quote controls. Service fees exclude state, government and pass-through charges.
Business License Research Package
Intake form for researching required local, state and industry licenses.
Fillable PDF
2 pages
Registered Agent & Compliance
Registered Agent Services
Intake form to request registered agent service.
Fillable PDF
1 page
Registered Agent Agreement (blank template)
Original 15-page registered agent agreement. Blank reference copy only; signed client agreements are kept privately in each client's portal.
Fillable PDF
15 pages
USPS Form 1583 (official blank form)
Unchanged June 2024 USPS application for delivery of mail through an agent. Completed forms and both ID copies belong in private Document Safe; use the separate revision-matched guide.
Fillable PDF
2 pages
Separate June 2024 completion guide
Review applicant, CMRA and notary responsibilities, two distinct IDs and permitted signature witnessing before completion. A submitted PDF alone does not activate service.
Read Form 1583 guidanceAnnual Report
Intake form for annual report / annual list filing.
Fillable PDF
2 pages
Tax Registration
Employer Identification Number (EIN)
Intake form to obtain a federal EIN.
Fillable PDF
2 pages
Employer Tax Registration
Intake form for state employer / payroll tax registration.
Fillable PDF
1 page
Sales Tax Registration
Intake form for state sales and use tax permit registration.
Fillable PDF
1 page
S-Corp Election (Form 2553) Preparation / Late Election
Intake form for S-Corporation election preparation, including late elections.
Fillable PDF
2 pages
Corporate Records
Custom Bylaws & Minutes
Intake form for corporate bylaws and organizational minutes.
Fillable PDF
3 pages
Custom Operating Agreement & Minutes
Intake form for LLC operating agreement and minutes.
Fillable PDF
3 pages
Corporate or LLC Kit & Seal
Order form for a corporate/LLC records kit and seal.
Fillable PDF
1 page
Payment Authorizations
ACH Authorization Form
Blank bank-draft authorization template.
Fillable PDF
3 pages
Blank template only. Do not email a completed copy; submit only through an approved secure method.
Credit Card Authorization
Blank card authorization template.
Fillable PDF
1 page
Blank template only. Do not email a completed copy; submit only through an approved secure method.
Reference Materials
BOI Reporting Fact Sheet (Historical)
Historical BOI reference — not current filing instructions.
Reference PDF
6 pages
Historical BOI reference — not current filing instructions
This sheet describes 2024 domestic reporting rules and 2025 deadlines that have expired. Under current FinCEN rules, entities created in the United States are exempt from BOI reporting. Foreign entities registered to do business in the U.S. have different requirements. Always check the official FinCEN source.
Official FinCEN BOI e-filing