White Label Form 5472 Filing for Formation and Registered Agents

It runs inside our partner program.

1. Apply. Submit the partner application. Accounts are approved manually, usually within one business day.
2. Ask for white-label delivery. Say so on the application or after approval. We enable it and set your brand name and reply-to address.
3. Start client filings. Each client LLC gets its own filing from your partner dashboard, using the same questionnaire as direct customers.
4. Send the signing link. The client receives the secure review-and-sign link by email under your brand name.
5. We review and fax. A qualified accountant reviews each package. After the client signs, we fax it to the IRS Ogden PIN Unit.
6. Track it. Your dashboard shows preparation, signature and submission status, and the fax receipt for every client.

There are two ways to fill in a client filing:

• You enter it from the records you already hold: the LLC's details, the owner's details, the year's reportable transactions and the year-end total assets.
• The client enters it. Send the client a secure link to answer the questions themselves. With white-label delivery on, that email also goes out under your brand. You can copy the link instead and paste it into your own message.

Either way the filing stays under your partner account, so you can review the answers before the package goes to accountant review. The client answers as themselves; you never sign in as the client.

Missed years work the same way as for direct customers: one package and one reasonable-cause statement per late year. Partners sign in with a secure email link, so there is no password to manage.

With white-label delivery on:

• Client emails for each filing show your brand name as the sender name and in the email header.
• When a client replies, the reply goes to the address you gave us. If none is set, replies come to our support address.
• A short line at the foot of those emails says the filing is processed by Form5472 Prep.
• The forms are the client LLC's own IRS forms, signed by the person authorized to sign for it.

Without white-label delivery, clients receive these emails from Form5472 Prep, with you shown as the preparer coordinating the filing.

The partner account is built for firms that look after several foreign-owned LLCs:

• Company formation agents whose clients ask what happens at tax time.
• Registered agents who already hold the client relationship and send annual reminders.
• Accounting firms and consultants managing several foreign-owned single-member LLCs.

You keep the client relationship. We handle preparation, review, IRS fax delivery and receipt storage for each filing.

• Not a full rebrand. Emails carry a short note that Form5472 Prep processes the filing, and the fax reaches the IRS through our fax service.
• Not automatic. It is enabled per partner, on request, after approval.
• Not client advice. We prepare and submit forms from the information entered. We do not give tax advice to your clients.
• Not a wider scope. The same limits apply as for direct customers: no Form 1065, no full Form 1120 for LLCs taxed as corporations, no Form 7004 extensions, no bookkeeping.
• Not an outcome promise. For late years, nobody can promise the IRS will waive penalties.

• Refer clients elsewhere. Simple, but the client deals with another firm at tax time.
• Prepare in-house. Full control. You need staff who know Form 5472 and the pro forma 1120, a review step, and a fax workflow that keeps receipts.
• White-label partner filing. Your brand faces the client. Preparation, review, fax and receipt storage happen on our side, and you track every filing in one dashboard.

Apply through the partner program. Direct-customer prices are on the pricing page. For volume pricing or consolidated invoicing, ask when you apply.