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White-Glove Onboarding

What Happens After You Request a Quote

We confirm the service, price, eligibility, documents, and limitations before you authorize work. This guide separates what you do, what we do, and what a government agency or third party controls.

Your Onboarding Timeline

Timing depends on complete information, identity verification, CMRA activation, state processing, and IRS method. We give a current estimate in the written quote; no page can guarantee an agency's turnaround.

Mail and registered-agent phases are conditional. They apply only when the written quote identifies a currently authorized operator, service location or registered office, eligibility, consent, and effective date. This guide is not proof that a location or appointment is active.

Service Status Key

This site currently provides planning and quote intake. The remaining controls are prepared as workflow stages, and the planner includes a portal preview, but there is still no live portal, checkout, upload channel, mail dashboard, reminder service, or e-signature system.

AvailablePlan and quote request

Build a no-PII plan, compare costs, save browser-only versions, and request written terms.

Operator stageScope and milestones

Quote, lifecycle, booking, and payment-event records have internal data boundaries; there is no customer login today.

Provider requiredAcceptance and payment

E-signature, invoice delivery, and checkout stay inactive until providers, legal terms, secrets, and signed webhooks are verified.

Authority requiredIdentity and mail

No document upload or mail control activates before the exact operator, location, authority, secure channel, and retention process are approved.

PreparedCompliance calendar

Deadline records can be scoped later; automated reminders require a durable server-side delivery path and confirmed dates.

Email setup requiredBranded messages

Outbound templates remain inactive until the sending identity, suppression handling, DKIM, SPF, and DMARC are verified.

Webhook setup requiredAppointment sync

Booking records can reference the quote request, but live plan synchronization waits for signed Cal webhook delivery.

Evidence requiredCustomer proof

Reviews, case studies, operating photos, and metrics are published only with an authentic source, permission, date, and supported claim.

1
Phase 1 — Initial Request

Tell Us What You Need

Timing: based on inquiry volume and the information supplied
You do
  • Submit the inquiry form or book a 15-min consult
  • Tell us your business type and what you need
We do
  • Review your inquiry and reply with a written scope and flat quote
  • Answer any questions before you commit

No commitment at this stage. Review the complete written scope, price, recurring terms, and exclusions before deciding.

2
Phase 2 — Scope & Authorization

Review and Authorize the Quote

Timing: after questions and eligibility checks are resolved
You do
  • Select the quoted service (Address, Agent Only, Establish Bundle, or another written scope)
  • Review included work, recurring charges, government fees, and exclusions
  • Authorize work using the payment and acceptance instructions in the quote
We do
  • Confirm receipt and provide the secure onboarding instructions available for your service
  • Do not represent an address as active before the required mail authorization is verified
3
Phase 3 — USPS Compliance

Form 1583 & Identity Verification

Timing: depends on document readiness and the available witnessing method
You do
  • Complete PS Form 1583 through the approved process
  • Present current primary and secondary identification accepted by USPS
  • Use the confirmed in-person or remote signature-witnessing method
Authorized operator does
  • Confirm the available witnessing method and any separate charge
  • Review the completed form and identification match
  • Complete the required USPS database process through the approved secure channel

This step is legally required by the USPS. No compliant virtual address provider can skip it. See our USPS Compliance page for a full explanation.

4
Phase 4 — Written Activation

Conditional Address Activation

Timing: after the required authorization and database entry are verified
You do
  • Wait for written activation before directing mail to the address
  • Use the address only for purposes you are authorized to use and the recipient accepts
  • Do not list a mail address as a Google Business Profile location unless your real operations independently meet Google's eligibility rules
Authorized operator does
  • Confirm the complete address, unit, authority, approved use, and effective date in writing
  • Begin receiving authorized mail only after all required activation controls are complete
  • State the available notification and handling channel
5
Phase 5 — LLC Formation (Bundle Clients)

Certificate of Formation Filed

Timing: controlled by current Texas Secretary of State processing
You do
  • Confirm your LLC name, member details, and management structure
  • Review the draft Certificate of Formation before we file
We do
  • Prepare your Certificate of Formation (Form 205) for Texas SOS
  • Pay and submit the $300 state filing fee on your behalf
  • Monitor for approval and send you the stamped certificate
6
Phase 6 — EIN & Operating Agreement (Bundle Clients)

EIN from IRS & Operating Agreement

Timing: depends on the IRS-authorized method and current processing
You do
  • Provide the responsible-party information required for the applicable IRS method
  • Review and sign your operating agreement
We do
  • Apply to the IRS for your EIN using your approved LLC information
  • Draft a single-member operating agreement for your records
  • Deliver the IRS response when received; EIN issuance and timing remain under IRS control
7
Conditional — Activated Mail Service

Mail Handling Under Written Terms

Ongoing from address activation
You do
  • Use the available customer channel to give handling instructions
  • Choose available actions such as open and scan, forward, hold, or shred
Authorized operator does
  • Receive and log mail only for activated addressees under the written plan
  • Notify you according to the documented operating schedule
  • Perform only the forwarding, opening, holding, or disposal actions included in the terms
8
Year-round — Compliance Calendar

Defined Deadline Support

Ongoing only for the items and period accepted in writing
You do
  • Review deadline reminders when we send them
  • Authorize only the specific state or federal filing included in a written scope
We do
  • Track the Texas Comptroller and registered-agent items included in your plan
  • Send reminders through the agreed communication channel
  • File only after receiving the required information and authorization

Your Complete Onboarding Checklist

Use this as your reference. Each phase is roughly in order — we walk you through each step, so nothing gets missed.

Phase 1

Before You Start

  • Decide your LLC name (check TX SOS name availability)
  • Know your management structure (member-managed vs. manager-managed)
  • Review the current USPS primary and secondary identification requirements
  • Confirm your primary address (personal — does not need to be U.S.)
Phase 2

USPS Compliance

  • Complete Form 1583 through the approved onboarding process
  • Use the confirmed signature-witnessing method
  • Present current primary and secondary identification accepted by USPS
  • Receive written operator, location, authority, address, unit, and activation confirmation
Phase 3

LLC Formation (Bundle)

  • Review Certificate of Formation draft
  • Confirm LLC name, address, registered agent
  • TX SOS filing submitted only after written authorization
  • Receive stamped Certificate of Formation
Phase 4

EIN & Agreements (Bundle)

  • Provide the responsible-party information required for the applicable EIN method
  • Review single-member operating agreement
  • Receive the IRS response; issuance and timing are controlled by the IRS
  • Apply to a bank of your choice; approval and documentation requirements vary
Phase 5

Address & Mail Live

  • Update records only after the exact address and intended use are approved
  • Use the address only in eligible, accurate fields
  • Set mail handling preferences through the available customer channel
  • Follow the activated operator's test-mail and delivery instructions
Ongoing

Compliance Calendar

  • Review current Texas Comptroller information-report and franchise-tax duties
  • Domestic U.S.-created entities are currently exempt from BOI reporting; certain foreign entities may still have duties
  • Review the registered-agent renewal price and terms stated in the signed scope
  • Review address-service renewal, cancellation, postage, and usage terms before each renewal

Ready to Start?

Request Your Written Quote

No payment due at inquiry. The written scope confirms service, price, eligibility, documents, government fees, and limitations before you authorize work.

Request My Written Quote →

Ready to Start Your Onboarding?

Book a free 15-minute consult or submit an inquiry. We will confirm scope, price, current timing, and limitations before asking you to authorize work.

Last updated: July 9, 2026

Get Business Address — a service of Business Growth House LLC, a private Texas company.

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