State registrations, filed behind your firm.

Step 1

You send the state and the trigger

An email with the client's legal name, the state or states, and what happened: a remote hire, a marketplace expansion, a wind-down. For a closure, the last payroll or sale date and any account numbers you have. No spreadsheet covering every state and every scenario; our intake asks only about the states on the order, and anything the client cannot answer becomes a task on our side instead of a blocker.

Step 2

We file, you stay the advisor

We work out which agencies hold accounts in that state, prepare each application or cancellation, file it, and chase the agency until it confirms in writing. We never contact your client unless you ask us to, and nothing we send carries advice: whether the client has nexus, which entity type fits, or whether to register at all stays your call, and we say so in writing when a client asks us.

Step 3

The evidence comes back to you

Account numbers, rates, and deposit schedules for a registration; the written closure confirmation for a cancellation. An order is complete when the evidence exists, not when a form was submitted, and you get the paper either way, so your file shows the job finished.

Why hand this work off at all?

Because it is high-friction, low-margin work that interrupts the work you bill for. A multi-state registration project is portal accounts, agency phone queues, and follow-up calls. We do that part all day; you keep the advisory relationship and the return work that follows it.

Will Regcrest give our client tax advice?

No. We are a document preparation and filing service, not a CPA firm or law firm. When a client asks us a determination question, whether they have nexus, whether a product is taxable, what effective date to use, we hand it back to you in one sentence and keep going with the filing.

Who does the work?

A senior filing specialist who has processed these multi-state registrations and closures in all 50 states. Every order is fulfilled by that specialist, not a queue of juniors.

How do we start?

Send one filing through the contact page and judge the result. Most firms start with the registration or closure that has been sitting in somebody's follow-up folder for a month.