The Filings Department: How We Roll

At Harvard Business Services, Inc., we like to refer to the filings team as our “backbone.” The filings team assists with an assortment of tasks such as filing new Delaware (and other state) formations, amendments, obtaining EINs, taking client calls, assisting with franchise tax payments, filing other state foreign qualifications, sending out approved documentation, completing orders placed online and over the phone and so much more!

Once our talented sales team takes an order for a new registration or service (via a phone call or online), it shows up on our filings screen and we take it from there! The filings team then reviews the order and creates the proper Certificate needed for filing with the coordinating state of the request. If the Certificate requires a signature, the document(s) will be sent to the client electronically for signature. Typically, physical paperwork is not required. Once we receive the completed documentation, we will proceed accordingly with the filing. Once the filing(s) have been approved by their respective state(s), we will receive the approved filing evidence at which time it is sent via email directly to you! No more waiting several days or weeks for items to arrive in the mail!

Another big portion of our team’s daily tasks includes EIN orders or Tax Identification orders. An EIN order may be placed online or over the phone with a sales team member. The filings team creates the SS4 application and sends it to the client for review and electronic signature. Once the application is returned, our detail-oriented filings team reviews the application for accuracy. Upon proper inspection, the application is submitted to the IRS, either electronically or by fax. A lot of work goes into EIN orders as many of the faxed orders require follow-up with the IRS. Our filings department has several designated team members who call the IRS on a daily basis to follow up on orders that had to be faxed. Once an EIN is obtained, we send an electronic confirmation of the number and the IRS mails an official letter to the address indicated on the SS4 application.

At Harvard Business Services, Inc., we take pride in assisting our clients in any way possible, and we understand that it can be frustrating to deal with an automated phone system. This is why you can speak to our associates LIVE. Our filings team is always happy to answer questions regarding your company and to take orders over the phone, including payments, to keep your entity in good working order.

We acknowledge that keeping up with a company can be challenging, and delays can pose additional challenges, however, our expert filings team is here for you. We truly enjoy assisting our clients in a timely manner, and we do whatever is necessary to help our clients and their businesses to succeed.