FilingOak Service Standards

Formation is treated as a beginning, not the finish line.

FilingOak’s formation service is not designed as a bare submission followed by a download link. The current package brings the LLC’s filing, foundational records, compliance visibility, and supported post-formation information into one organized service.

Exact inclusions and eligibility remain governed by the applicable order page and service terms. FilingOak does not silently convert excluded work into a surprise charge after purchase.

Work begins after the order is reviewed.

FilingOak does not treat payment as permission to push incomplete or inconsistent information into a government filing system.

The order is first reviewed for completeness, consistency, eligibility, authorization, and any information required for the purchased service. When something material is missing, FilingOak asks instead of guessing.

Once review is complete and all required information, authorization, signatures, and payment are available, FilingOak begins internal formation preparation within three business days.

A state may separately offer an expedited government-processing option. When available, that government option and its fee are identified separately. FilingOak does not rename an ordinary internal workflow “expedited” merely to make the checkout more expensive.

FounderVault is organized around the LLC.

FounderVault is not a generic portal where unrelated uploads are placed into one customer folder. It is a client-specific workspace organized around the customer’s particular LLC and its FilingOak service history.

If a customer owns multiple LLCs, the records for each LLC should remain associated with the correct entity. Formation documents, service records, filing status, Registered Agent information, compliance visibility, notices, renewal information, and communications should not be mixed between businesses.

Depending on the purchased service, FounderVault may contain:

• Formation timeline and status
• Approved formation documents
• State-specific Operating Agreement
• Foundation Report
• Registered Agent records
• Eligible legal-mail scans
• Compliance Center information
• Annual report records
• Service and renewal status
• Customer communications and notices

Eligible historical records are intended to remain accessible for as long as reasonably practical, including after a service becomes inactive. Permanent storage cannot be guaranteed, so customers should also download and independently preserve important records.

A customer should be able to see what happened.

Paying for a filing should not be followed by silence and uncertainty. FilingOak aims to make the material stages of an eligible filing visible through the applicable FounderVault workspace.

1. Order under review
2. Filing in preparation
3. Submitted to the authority
4. Accepted or awaiting action

Status visibility does not allow FilingOak to control a state agency, the IRS, or another independent provider. It means the customer should be able to understand the information FilingOak currently has rather than being left to guess.

Once the filing is completed and FilingOak receives the corresponding record, the eligible confirmation or approved document should be organized under the correct LLC workspace.

State-specific should mean genuinely state-specific.

A FilingOak Operating Agreement is prepared using the LLC’s actual formation state and the ownership and management information supplied by the customer.

The preparation process distinguishes relevant facts such as single-member or multi-member ownership and member-managed or manager-managed authority. Ownership percentages, voting arrangements, contributions, and other known details must come from the customer.

FilingOak is not a law firm and does not claim that the agreement has been attorney-reviewed unless a real, verifiable attorney review actually occurred. Complex investor, succession, tax, voting, or ownership arrangements may require a qualified attorney.

Public-Record Address Privacy has a defined boundary.

Where legally permitted and supported, FilingOak may use an address supplied by Enterobiz LLC or its backend service provider in eligible public state-formation fields.

The purpose is narrow and practical: to reduce unnecessary publication of the customer’s home address in those eligible public filing fields.

The address is not automatically a physical office, unrestricted mailing address, package location, or guaranteed address for banks, payment processors, marketplaces, business licenses, credit, insurance, residency, or identity verification.

The standard is not to promise privacy everywhere. The standard is to explain honestly where public-record privacy can be provided and where the customer’s real information may still be required.

An EIN application is handled beyond the first submission.

FilingOak provides EIN application handling with eligible LLC formation orders and as a standalone $249 service for eligible non-U.S. residents whose U.S. LLC is already formed.

For an eligible U.S. resident, FilingOak may use the IRS online application process after receiving the required authorization and responsible-party information.

For a non-U.S. resident without an SSN or ITIN, FilingOak prepares and submits Form SS-4 through the applicable IRS process as the authorized Third-Party Designee.

The IRS controls its own processing time. FilingOak therefore does not sell an expedited EIN tier or charge more for a timing promise it cannot control.

FilingOak’s authority remains limited to the applicable Form SS-4. It does not make FilingOak the LLC’s owner, member, manager, responsible party, tax adviser, or continuing IRS representative.

The Foundation Report explains what formation alone does not.

State approval confirms that an LLC was formed. It does not automatically teach the customer how to maintain records, understand recurring obligations, separate business activity, or recognize when professional help may be needed.

The FilingOak Foundation Report is a client-specific post-formation orientation document designed to make those next questions calmer and easier to understand.

The report may address:

• LLC formation facts and available records
• Known annual report obligations
• State filing fees and recurring requirements
• General business-record organization
• Default LLC taxation at a high level
• Questions to discuss with a tax professional
• Separation of personal and business funds
• General liability-protection limitations
• Member and manager responsibilities
• Operating Agreement maintenance
• Adding or removing owners
• When attorney or accountant assistance may be appropriate

The report is educational and administrative. It does not provide a legal opinion, tax recommendation, accounting plan, or guarantee that an LLC will prevent every form of personal liability.

Compliance should not depend entirely on memory.

The Compliance Center is the area within an eligible FounderVault workspace where FilingOak may display supported deadlines, service status, annual report information, renewal visibility, and known upcoming actions associated with the LLC.

These reminders improve visibility. They are not legal advice, a compliance guarantee, or a transfer of the customer’s responsibility to meet government, tax, licensing, reporting, and renewal obligations.

The practical goal is to help the customer understand three things: what has happened, what is expected next, and whether a supported action may currently require attention.

Eligible legal mail should become visible promptly.

When eligible legal notices or state correspondence are received through an active FilingOak Registered Agent service, the operating standard is to scan and upload the document to the correct FounderVault record on the same business day it is received and available for processing.

The document must be associated with the correct LLC so that legal correspondence does not become mixed with another entity’s records.

Same-business-day handling refers to FilingOak and provider processing after an eligible document is received and available. It does not guarantee when a sender, postal carrier, court, government agency, or independent system will deliver the original item.

Registered Agent legal-mail handling is distinct from general Mail Scanning, package handling, and physical forwarding.

Mail Scanning has a narrow, disclosed purpose.

FilingOak’s Mail Scanning Service is a separate one-year service for qualifying incoming document mail at an address supplied through an independent backend provider in a supported state.

The current service includes:

• One paid service year
• Twenty-five qualifying scanned document-mail items
• Additional qualifying items at the disclosed per-item price
• No automatic renewal
• No hidden subscription

The service is not a physical office, Registered Agent service, package facility, inventory location, pickup point, long-term physical storage service, or guaranteed address for banks, marketplaces, payment processors, credit, licenses, insurance, residency, or identity verification.

Availability depends on the selected state, provider capacity, legitimacy review, provider rules, and lawful use. If the provider rejects the application and FilingOak cannot activate the service, the customer receives a full refund under the Refund Policy.

Renewal should require a conscious decision.

FilingOak’s current Registered Agent and Mail Scanning services do not renew automatically.

FilingOak does not treat the original purchase as permission to charge another annual fee without a new voluntary purchase by the customer.

When renewal is available, FilingOak aims to make the service status, expiration date, renewal price, and customer action clear before the paid term ends.

Choosing not to renew does not create a prorated refund for the current paid term. Subject to the service terms and lawful use, the existing service remains active until its scheduled expiration.

The checkout should explain what the customer is paying for.

FilingOak aims to show its professional service fee separately from state filing fees and other government charges.

When FilingOak collects a government fee as part of an order, FilingOak or Enterobiz LLC pays the filing authority using its authorized business payment method. FilingOak does not place the customer’s payment card into a state filing portal.

FilingOak does not use a “$0 formation” headline to disguise the full cost behind checkout additions. Optional government-expedited processing, when available, should be identified as a government option rather than presented as a FilingOak-created faster lane.

A service should not silently become a subscription. A renewal should not be hidden behind introductory wording. An inclusion should not be described as free when its cost has merely been moved elsewhere.

When a material fact is missing, FilingOak asks.

Formation documents, EIN applications, annual reports, Operating Agreements, and address arrangements depend on accurate customer information.

When information is incomplete, contradictory, or unclear, FilingOak’s standard is to contact the customer before submitting or finalizing the affected work whenever reasonably possible.

FilingOak does not invent an answer merely to make an internal processing time look faster.

A careful question before submission is usually less disruptive than correcting a preventable error after a state agency, the IRS, or another provider has received it.

Customers are expected to respond, review requested information, and provide truthful authorization. Clear communication works only when both sides participate.

FilingOak’s actual service scope

FilingOak’s current service scope includes:

• LLC Formation Service
• Registered Agent Service
• Annual Report Filing Service
• Standalone EIN Application Service
• EIN service included with eligible formation orders
• Mail Scanning Service in supported states
• FounderVault client-specific workspaces
• Supported compliance visibility and reminders

FilingOak also provides formation-package components such as the state-specific Operating Agreement and Foundation Report within the scope described on the applicable order page.

FilingOak does not provide legal advice, tax advice, accounting advice, financial advice, immigration advice, investment advice, or general business consulting.

FilingOak may explain administrative processes and service boundaries. It does not choose a customer’s tax election, resolve an ownership dispute, design a complex legal arrangement, or pretend that administrative information is professional legal or tax advice.