Filing Accuracy
Guarantee

STEPS prepares and submits the filings in your plan using the information you provide. This guarantee covers our accuracy in transferring that information onto each filing.

That includes mistyping a name, an address, a member or officer, an entity type, a share count, or any other detail you supplied correctly and we recorded incorrectly. It applies to every filing STEPS submits to a state or the IRS as part of your plan: the formation filing itself and, where your plan includes them, the EIN application, the S-corporation election and tax registrations.

The guarantee is about our work, not about the outcome of a government decision. We can promise not to mistype what you tell us. We cannot promise a state will approve a filing, that a name will be available, or that an entity type suits your tax situation — and a guarantee that reached that far is one we would eventually have to break.

Every STEPS customer on a formation plan, from the moment your order is placed. There is nothing to opt into and no separate fee. It covers the entity named on your order.

If you are a STEPS partner filing on behalf of a client, the guarantee runs to you as our customer, on the same terms.

Each of the following is a real reason a filing can be rejected or delayed, and none of them is a STEPS error:

• Information you supplied that was incorrect or out of date — a misspelled member name, a former address, an incorrect EIN or tax number.
• The state’s decision on your business name. Availability and similarity to existing names are decided by the state. Our name searches help you choose, but no search binds the state.
• Your choice of entity type or tax election. STEPS files what you select. We do not advise on which to select, and we say so wherever the choice appears.
• State processing times, backlogs, fee changes or system outages. Outside anyone’s control, including ours.
• Filings that are not part of your plan — tax returns, license applications, renewals, and annual reports ordered separately. Those services have their own scope and are not covered by this guarantee.
• Rejections caused by a third party — a registered agent who declines the appointment, a bank, or a publication requirement handled by someone else.
• Reminders, alerts and calendar dates. Our reminders are a courtesy that helps you act in time; they are not part of this guarantee. This guarantee covers work STEPS performs — preparing and filing correctly — not whether a notification reached you. Keeping track of your own deadlines remains yours.

These limits are what make the promise usable. A guarantee with no stated exclusions is marketing; one that names the seven things it does not cover is a commitment on everything else.

Within 60 days of the notice date. If the state or the IRS notified us rather than you, the 60 days run from the date we told you.

Within five business days we will tell you in writing whether we accept the claim. If we do not, we will say which part of section 03 applies and why, so you can see the reasoning rather than just the answer.

If we accept it, we prepare and submit the corrected filing at no charge and pay any state re-filing or correction fee that results. You keep the corrected filing. There is nothing further for you to pay.

The state’s original filing fee is paid to the state, not to STEPS, and states do not refund it — which is why we pay the re-filing or correction fee instead of refunding a fee we never held.

This guarantee is our entire liability for a data-entry error on a filing, and it replaces any other remedy for that error. It does not limit any right you have that cannot be limited by agreement.

STEPS is not a law firm or an accounting firm. Nothing in this guarantee, and nothing on this website, is legal or tax advice. We file the documents you choose, accurately; deciding what to choose is yours, and for that we recommend an attorney or an accountant.

We may change these terms for future orders. The terms that apply to your filing are the ones published on the date you placed your order, and we will keep previous versions available on request.