A clearer filing handoff for your Wisconsin clients

Keep the entity filing separate from the accounting advice. This checklist helps your client provide the right records without sending sensitive identifiers in an email. It does not create a referral agreement or authorize you to act for the client.

Before a client orders

• Confirm authority. Identify the person who can direct the filing. Payment or a public DFI match alone does not prove authority.
• Use the correct entity. Keep the legal name and Wisconsin entity ID together when available. For a foreign entity with a fictitious name, preserve both names in the record.
• Separate public addresses. Registered office and principal office are different entries. Review where each address will appear before a client uses a home address.
• Review the requested years. The annual-report checkout lets the customer select the number of years. Public history is useful context; Wi Filings resolves filing details before submission.
• Check existing coverage. A covered report in the $169 Registered Agent + Annual Report package has no separate $75 service charge. Confirm coverage to avoid a duplicate purchase.
• Keep tax and ownership decisions with the adviser. Entity filing does not choose a tax election, transfer an ownership interest or replace a negotiated operating agreement.

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Match the request to the service

• New Wisconsin LLC: $209 including the $130 online state fee and first-year registered agent. Own-agent choice remains $199.
• Annual report or catch-up: customer-selected one-, two- or three-year totals of $75, $110 or $135. Email is optional for this checkout.
• Registered Agent + Annual Report: $169/year for the covered service. Automatic renewal requires the customer's separate choice.
• EIN assistance: optional $49 service; the IRS application itself is free. Do not email SSNs or other taxpayer identifiers.
• Dissolved entity: reinstatement is separate from an ordinary annual report. Discuss the reinstatement filing.

Useful client explanations

• Adding or removing an LLC member
• Rental-property LLC planning
• LLC versus sole proprietorship
• Annual report rules and due quarters

Wi Filings handles purchased filing services. Your client remains responsible for authorizing the work and reviewing the facts. We do not claim a professional partnership with your practice or provide tax or legal advice.

Discuss a client filing