Client Resource

DBA / Fictitious Business Name Filing Checklist

A practical preparation guide from Sharif Tax Firm.

DBA / Fictitious Business Name Filing Checklist

  • Proposed DBA / Fictitious Business Name
  • Owner or entity legal name and business address
  • California entity information, where applicable
  • Applicable county filing information
  • Newspaper publication requirements and proof of publication
  • Renewal, expiration or change considerations
  • City business-license coordination, where applicable
  • Seller’s permit, EIN and tax-account coordination, where applicable