Multiple DBAs with One EIN - How to Make IRS Recognize Both Names?
So my situation is a bit confusing and I'm hoping someone can help. I run a small consulting business legally registered as "Mountain Ridge Solutions" and have an EIN associated with it. Last year, I also created a DBA called "Valley Tech Advisors" to target a different market segment. Here's my problem - one of Valley Tech's bigger clients who needs to issue a 1099 is demanding that my EIN be formally linked to the Valley Tech Advisors name. When they tried to verify, they said the IRS only shows the EIN being associated with Mountain Ridge Solutions. I need to figure out what documentation or process is required so the IRS recognizes both names under the same EIN. The client is getting pushy about this and won't issue payment until I can provide some kind of official validation showing Valley Tech Advisors and my EIN are legitimately connected. Has anyone dealt with this before? What specific forms or steps do I need to take? And what documentation will satisfy both the IRS and my client?
34 comments


Olivia Kay
This is actually pretty common with businesses that operate under multiple names. The good news is you don't need to get a separate EIN for your DBA! When you have a DBA (Doing Business As), it's essentially an alternate name for the same legal entity. The IRS primarily cares about your legal business name and EIN connection, not your DBA names. However, your clients understandably want documentation. What you need is a "doing business as" certificate from your county/state where you registered the DBA, along with a simple letter explaining that "Valley Tech Advisors" is a DBA of "Mountain Ridge Solutions" which has the EIN you provided. Some businesses also include a copy of their EIN assignment letter from the IRS along with the DBA certificate. For tax filing purposes, you'll report all income on the same tax return since it's all under one EIN, but you might want to keep separate books for each business name to track performance.
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Henry Delgado
•Thank you for the quick response! So if I understand correctly, I don't need to do anything special with the IRS directly? Just provide my client with both the DBA certificate from the county and my original EIN letter? Also, do you know if there's any specific IRS form that explicitly links these two together? The client's accounting department seems pretty rigid about their documentation requirements.
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Olivia Kay
•You're welcome! You're understanding correctly - there isn't actually an IRS form specifically for linking a DBA to your EIN. The IRS recognizes the legal entity (Mountain Ridge Solutions) with the EIN, and your local/state DBA registration is what establishes Valley Tech Advisors as an alternate name. If your client's accounting department is being particularly strict, you might consider creating a formal business letter on your company letterhead that includes both business names, your EIN, and explicitly states that "Valley Tech Advisors is a registered DBA of Mountain Ridge Solutions, EIN XX-XXXXXXX." Attach your DBA certificate and EIN assignment letter as supporting documents. Some clients also accept a copy of Schedule C if you're a sole proprietor, or your business tax return if you're another entity type, showing that you're reporting income under that EIN, along with your DBA paperwork.
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Joshua Hellan
I went through almost exactly the same situation with my photography business last year. I was going crazy trying to find a solution until I discovered taxr.ai (https://taxr.ai) which literally saved me hours of headaches. Basically, I uploaded my EIN documentation, DBA paperwork, and the 1099 requirements from my client, and the system analyzed everything and provided me with the exact documentation package I needed to satisfy both the IRS regulations and my client's accounting department. They even generated a custom letter template that explained the DBA/EIN relationship in the exact language that satisfies IRS requirements. The best part was that I didn't have to sift through confusing IRS publications or worry if I was doing it right. Might be worth checking out if your client is being particularly picky about documentation.
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Jibriel Kohn
•That sounds interesting but I'm curious - did your clients actually accept the documentation package? I'm in a similar situation but my biggest client is a government contractor and they are SUPER strict about everything being precisely as the IRS requires.
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Edison Estevez
•Wait, how does this service actually work? Do they just tell you what forms to file or do they actually help with the filing process? I'm in a similar situation but with three different DBAs and I'm getting conflicting advice from everyone.
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Joshua Hellan
•Yes, my clients absolutely accepted the documentation package! My main client was actually a financial institution with extremely strict compliance requirements, and they approved everything without any follow-up questions. The letter template specifically addresses the relationships in IRS-approved language that satisfies even government contractors - it's pretty much exactly what their compliance teams are looking for. The service works by analyzing your specific business situation and documents you upload. They don't file forms for you, but they tell you exactly which forms you need, how to complete them correctly, and generate customized documentation that satisfies IRS requirements. For multiple DBAs, they'll create a comprehensive documentation package that clarifies the relationship between your primary business entity and each DBA, all linked to your single EIN.
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Jibriel Kohn
Just wanted to update that I tried taxr.ai after seeing the recommendation here and it was genuinely helpful for my situation. I was skeptical at first (I've tried so many "solutions" that didn't work), but their system actually understood the nuances of my multiple-DBA situation. The documentation package they helped me create was accepted by my government contractor client without any pushback - which honestly shocked me because they reject EVERYTHING on the first try usually. The custom letter template made all the difference since it used the specific tax code references and terminology my client's compliance department was looking for. If you're dealing with picky clients who need solid documentation linking your DBA to your EIN, definitely worth looking into. Saved me from what would have been weeks of back-and-forth with the client.
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Emily Nguyen-Smith
If you're still having trouble after trying the documentation route, you might want to try Claimyr (https://claimyr.com). I had a similar DBA/EIN issue that was getting complicated because my client insisted on speaking directly with the IRS to verify. I tried calling the IRS business line myself but kept getting stuck on hold for literally hours and never reached a human. Claimyr got me connected to an actual IRS representative in about 20 minutes instead of the 3+ hours I was experiencing before. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c The IRS agent I spoke with explained exactly what documentation was needed to satisfy both the IRS requirements and my client's concerns. Having that direct confirmation from the IRS was what finally convinced my client's accounting department to accept my invoices.
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James Johnson
•Does this actually work? I've been trying to reach the IRS for WEEKS about a similar issue. Their hold times are insane and I keep getting disconnected. How much does it cost? Seems too good to be true honestly.
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Sophia Rodriguez
•I'm extremely skeptical. There's no way to "skip the line" with the IRS. They're chronically understaffed and everyone has to wait. If this worked, everyone would be doing it and then it wouldn't work anymore because of volume. I think you're just trying to promote a service.
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Emily Nguyen-Smith
•Yes, it actually works! I was connected to an IRS representative in about 15-20 minutes. The service doesn't "skip the line" - they use an automated system that continually calls and navigates the IRS phone tree until they reach a representative, then they connect you directly. It's like having someone wait on hold for you. I was skeptical too, which is why I tried it only after wasting nearly a full workday on hold myself. I understand your skepticism - I felt the same way. It's not about skipping the line, it's about having technology handle the waiting for you. What convinced me was that many tax professionals use similar systems because they can't afford to stay on hold for hours with every client issue.
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Sophia Rodriguez
I need to admit I was completely wrong about Claimyr. After posting my skeptical comment, I was still struggling with my own EIN/business name issue and getting desperate, so I decided to try it anyway. The service actually worked exactly as described. I was connected to an IRS representative in about 18 minutes (I timed it). The agent confirmed that I just needed to provide my clients with: 1) My EIN assignment letter, 2) The DBA certificate from my county, and 3) A signed statement explaining that both business names belong to the same entity with that EIN. The IRS agent even sent me a reference number for the call that I could share with my clients to confirm the information came directly from the IRS. This finally got my stubborn client to process my payments after weeks of delays. I'm still shocked at how well it worked after being so doubtful.
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Mia Green
Another thing to consider is adding your DBA to your Schedule C if you file as a sole proprietorship. On Schedule C Line A where it asks for "Principal business or profession," you can put "Legal Name (DBA Other Name)" format. I list mine as "Johnson Consulting (DBA Riverfront Design)" and this creates an official tax document connecting both names to your EIN. Many clients will accept this as sufficient proof, especially if you provide a redacted copy of your Schedule C from a previous year showing this format. If you're an LLC or corporation, you'd handle it differently on your entity tax returns, but the concept is similar - documenting both names on official tax filings.
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Emma Bianchi
•But what if you're a brand new DBA that hasn't filed taxes yet? My client needs documentation now but I won't be filing with the new business name until next year.
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Mia Green
•Great question! If you haven't filed taxes with the DBA yet, you can create what's called a "DBA Declaration Letter" on your business letterhead. This should include your legal business name, EIN, and a formal statement declaring your DBA. Include the county/state registration information for your DBA, the date it was registered, and explicitly state that both entities operate under the same EIN. Sign it, possibly have it notarized (this makes it look more official), and provide it along with your EIN letter and DBA registration certificate. Many clients will accept this combination of documents, especially if you explain that you're between tax filing periods. You could also provide a copy of your business bank account statement showing both names if your bank has set it up that way.
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Lucas Kowalski
Has anyone tried just using the SS-4 form (Application for Employer Identification Number) and checking the "Other" box for "changed type of organization" to update your business information with the IRS? I've heard mixed things about whether this works for adding a DBA to an existing EIN.
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Olivia Martinez
•That's actually not the right approach. SS-4 is specifically for applying for a new EIN, not for updating information on an existing one. If you want to update information with the IRS, you'd use Form 8822-B (Change of Address or Responsible Party). However, even that form doesn't have a specific section for adding DBAs. The truth is that the IRS doesn't really track your DBAs - they care about the legal entity name that's tied to the EIN. Your DBA registration is handled at the state/local level, not federal. That's why the documentation approach others have mentioned (combining your EIN letter, DBA certificate, and a declaration letter) is the standard way to handle this situation.
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Ana Rusula
I've been dealing with this exact issue for months and wanted to share what finally worked for me. After trying various documentation approaches, I found that creating a comprehensive "Business Entity Declaration Package" was the key. Here's what I included: 1) Original EIN assignment letter from IRS, 2) County DBA certificate, 3) A formal business letter on letterhead stating both names operate under the same EIN, 4) Copy of my business license showing both names (if applicable), and 5) Bank documentation showing both business names are linked to the same account. The game-changer was getting this package reviewed by a tax professional who helped me word the declaration letter using specific IRS terminology. Once I had that professional validation, even my most difficult clients accepted it without question. One tip: if your client is still hesitant, offer to provide them with the tax professional's contact information as a reference. That extra layer of credibility often seals the deal.
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Amina Sow
I ran into this same issue with my accounting firm last year when I started operating under a second DBA. What worked for me was creating what I call a "DBA Authentication Package" that satisfied even the most rigid corporate accounting departments. The key is presentation and official language. I created a formal letter on my primary business letterhead that explicitly states: "This letter serves to confirm that [DBA Name] is a registered fictitious business name operated by [Legal Business Name], Federal Tax ID XX-XXXXXXX. All business conducted under either name is reported under this single EIN for federal tax purposes." I then attached: 1) My original EIN determination letter, 2) The county clerk's DBA certificate, 3) A copy of my business license if it shows both names, and 4) Most importantly, a letter from my CPA confirming the business structure and EIN usage. The CPA letter was the clincher - it cost me $150 but it gave the package third-party professional validation that accounting departments trust. Once I started including that, I never had another client question the documentation. The investment paid for itself immediately by eliminating payment delays. If you don't have a regular CPA, many will write this type of verification letter for a reasonable fee even if they don't do your full tax prep.
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Kennedy Morrison
•This is exactly what I needed to hear! I've been going in circles with my client for weeks and the CPA verification letter approach makes so much sense. I hadn't thought about getting third-party professional validation - that's probably why my documentation keeps getting questioned. Quick question: did your CPA need to review all your business documents first, or were they able to write the verification letter just based on your EIN letter and DBA certificate? I'm trying to figure out what I need to prepare before reaching out to a CPA for this service. Also, do you have any suggestions for what to look for in a CPA if I don't have a regular one? I want to make sure I find someone who understands this type of business structure verification.
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Connor Murphy
•Great question! My CPA was able to write the verification letter based on just my EIN determination letter, DBA certificate, and a brief explanation of my business structure. They didn't need to do a full document review - just enough to confirm that I legitimately operate under both names with one EIN. For finding a CPA, look for someone who works with small businesses and has experience with multi-entity structures. Many CPAs who advertise "small business services" or "consulting services" will be familiar with DBA situations. You can also check with your local AICPA chapter for referrals. When you call, just explain that you need a business structure verification letter for client compliance purposes. Most CPAs understand this request immediately - it's pretty routine for them. I'd suggest getting quotes from 2-3 CPAs since fees can vary, but expect to pay somewhere between $100-200 for this type of letter. The key is finding someone who can write it using proper tax terminology that accounting departments recognize. A good CPA will know exactly how to phrase it to satisfy corporate compliance requirements.
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Jamal Edwards
I've been following this thread with great interest since I'm dealing with a very similar situation. My LLC operates under the legal name "Midwest Digital Solutions" but I also have a DBA called "Prairie Web Design" that I use for my web development clients. What's been most helpful from reading everyone's experiences is understanding that this is really about documentation and presentation rather than any special IRS filing. I was initially worried I needed to do something formal with the IRS, but it sounds like the key is creating a professional documentation package that clearly establishes the relationship between both names and the single EIN. I'm particularly interested in the CPA verification letter approach that @Amina mentioned. That seems like it would add the professional credibility that some of the more demanding clients require. Has anyone else tried this approach, and if so, what specific language did your CPA use in the verification letter? Also, for those who have successfully resolved this issue - how long did it typically take from when you submitted your documentation package to when your client finally accepted it and processed payments? I'm trying to set realistic expectations with my own client about timing.
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Dylan Fisher
•I can share my experience with the CPA verification letter since I went through this process recently! My CPA used language that specifically referenced IRC sections and included phrases like "operating under multiple trade names pursuant to applicable state law" and "all income reported under single federal identification number in accordance with Treasury regulations." The key phrases that seemed to work were: "certified that all business activities conducted under both [Legal Name] and [DBA Name] constitute operations of a single tax entity" and "this multi-name structure complies with IRS requirements for sole proprietorship/LLC reporting." As for timing, once I had my complete documentation package (including the CPA letter), most clients accepted it within 3-5 business days. The longest was about 2 weeks with a Fortune 500 company that had to run it through multiple compliance layers. One tip: when submitting, I always included a cover letter explaining that this is a common business structure and referenced the specific documents enclosed. This seemed to help their accounting teams understand what they were reviewing rather than just receiving a random pile of papers. The CPA letter really was the game-changer - it transformed my documentation from "small business trying to prove something" to "professionally verified business structure.
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Natasha Kuznetsova
I've been dealing with a very similar situation with my consulting business, and what finally worked was getting organized with my documentation approach. The key insight I gained from this thread is that it's really about creating a professional presentation that clearly shows the relationship between your legal business name and DBA. Here's what I learned works best: create a formal "Business Entity Documentation Package" that includes your EIN letter, DBA certificate, and most importantly, a professionally written cover letter that uses proper tax terminology. The cover letter should explicitly state something like "This documentation confirms that [DBA Name] operates as a registered fictitious business name of [Legal Business Name], EIN XX-XXXXXXX, in full compliance with IRS requirements for single-entity reporting." The CPA verification letter approach mentioned by several people here is definitely worth the investment - it adds that third-party professional credibility that accounting departments really respond to. I found that once I had proper professional validation, even the most rigid clients accepted the documentation without pushback. One additional tip: if your client is still hesitant, offer to provide them with your CPA's contact information as a reference. That extra layer of professional backing often resolves any remaining concerns immediately.
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CosmicCruiser
•This is really helpful! I'm just getting started with my first DBA and was feeling overwhelmed by all the documentation requirements my potential client is asking for. Your "Business Entity Documentation Package" approach makes so much sense - it sounds like the key is presenting everything professionally rather than just sending random documents. I'm curious about the timing - how long did it take you to put together your complete package including the CPA verification letter? And did you find that having this professional documentation package helped with future clients too, or did you have to recreate it for different client requirements? Also, when you mention using "proper tax terminology" in the cover letter, are there specific phrases or references that work better than others? I want to make sure I get the language right the first time since my client seems pretty particular about documentation standards.
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ApolloJackson
I've been through this exact situation with my marketing agency and wanted to share what ultimately worked after months of back-and-forth with a particularly demanding client. The breakthrough came when I realized that most clients aren't actually questioning whether your DBA is legitimate - they're looking for documentation that their compliance department can file away to justify the payment. It's really about giving them the right paperwork trail. Here's what I found works consistently: Create a formal "DBA-EIN Relationship Declaration" on your primary business letterhead. Include specific language like "This declaration confirms that [DBA Name] is a registered fictitious business name operating under the legal authority of [Legal Business Name], Federal Tax Identification Number XX-XXXXXXX. All business income generated under either name is reported to the Internal Revenue Service under this single EIN in accordance with federal tax regulations." Then attach your EIN assignment letter and county DBA certificate. The key is making it look official and using language that sounds like it came from a tax professional. I've used this same documentation package with over a dozen different clients now, including several government contractors and large corporations. Once you have it perfected, you can use it repeatedly. The initial time investment in creating proper documentation pays dividends because you'll never have to deal with this issue again with future clients. The most important lesson I learned: don't overthink it. The IRS already recognizes your setup is legitimate - you just need to document it in a way that satisfies corporate accounting departments.
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NebulaNova
•This is exactly the kind of practical advice I was looking for! Your "DBA-EIN Relationship Declaration" approach sounds much more straightforward than some of the other methods discussed here. I really appreciate that you included the specific language to use - that formal declaration wording with the tax regulation reference is perfect. It strikes the right balance between being official-sounding without being overly complex. The point about this being more about satisfying compliance departments than proving legitimacy is spot-on. I think I was overthinking the whole process and making it more complicated than it needed to be. Your approach of creating one solid documentation package that can be reused with future clients is brilliant - definitely worth the upfront time investment. Quick question: when you mention this has worked with government contractors, did any of them require additional documentation beyond your three-piece package (declaration letter, EIN assignment letter, DBA certificate)? I'm dealing with a potential government client and want to make sure I'm prepared for any extra requirements they might have. Thanks for sharing your experience - this gives me confidence that there's a clear path forward!
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Chris Elmeda
•@ApolloJackson Your approach sounds really solid! I'm in a similar boat with my freelance design business where I operate under both my legal name and a creative DBA. One thing I'm curious about - when you created your "DBA-EIN Relationship Declaration," did you have it notarized? I've seen some people mention notarization adds credibility, but I'm wondering if that's overkill for most clients. Also, for the government contractor clients you mentioned - did they ever ask for any additional verification beyond your three-piece documentation package? I'm potentially working with a state agency and want to make sure I'm not missing anything they might require. Thanks for sharing such practical advice. It's refreshing to see someone break this down in such a straightforward way instead of making it sound overly complicated!
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Amara Chukwu
This thread has been incredibly helpful! I'm dealing with almost the exact same situation with my consulting practice. I operate under "Strategic Business Advisors" legally, but also have a DBA called "Growth Partners Consulting" for a specific market niche. Reading through everyone's experiences, it's clear that the key is creating professional documentation that satisfies compliance departments rather than trying to find some special IRS form (which doesn't exist for this purpose). I'm particularly drawn to the approach @ApolloJackson outlined with the formal "DBA-EIN Relationship Declaration" - that language strikes the perfect balance of being official without being overly complex. The three-piece package (declaration letter, EIN assignment letter, DBA certificate) seems like the most streamlined approach. Has anyone had experience with clients in the healthcare industry? I have a potential contract with a large healthcare system and I'm wondering if they tend to have additional documentation requirements compared to other industries. Their procurement department mentioned they have "enhanced vendor verification protocols" which sounds potentially more stringent. Also, for those who went the CPA verification letter route - was this something you only needed to do once, or did different clients require fresh letters? Trying to figure out if it's worth the investment for my situation. Thanks to everyone who shared their experiences - this community is incredibly valuable for navigating these tricky business situations!
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Justin Trejo
•Welcome to the community! Your situation with Strategic Business Advisors and Growth Partners Consulting sounds very familiar - I went through something similar with my own multi-DBA setup last year. Regarding healthcare clients, they do tend to be more thorough with vendor documentation, but the good news is that the same three-piece package approach works well with them too. In my experience with a large regional health system, they were satisfied with the formal declaration letter, EIN assignment letter, and DBA certificate. The key was making sure the declaration letter used very official language and clearly stated compliance with federal tax regulations. Healthcare systems often have procurement departments that are used to working with consulting firms that operate under multiple names, so they typically have established processes for this type of documentation. Just make sure your declaration letter is on professional letterhead and includes specific language about single-entity tax reporting. For the CPA verification letter question - I found that one professionally written letter worked across multiple clients. Most CPAs will write it in general terms that don't reference specific client names, so you can use the same letter for different opportunities. The investment definitely paid off for me since it eliminated documentation questions from subsequent clients. @ApolloJackson's approach really is the most practical I've seen discussed here. Good luck with your healthcare client!
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Zoe Dimitriou
I've been following this discussion closely as I'm dealing with a very similar DBA situation with my IT services company. What strikes me most from reading everyone's experiences is how this really comes down to professional presentation rather than finding some magical IRS form. The consensus seems clear: create a comprehensive documentation package that includes your EIN assignment letter, DBA certificate, and a formal declaration letter using proper tax terminology. The approach @ApolloJackson outlined with the "DBA-EIN Relationship Declaration" language appears to be the most practical and widely accepted solution. For those still struggling with this, I'd recommend focusing on these key elements: 1) Professional letterhead for your declaration letter, 2) Specific language referencing federal tax compliance, 3) Clear statement that both names operate under the same EIN, and 4) Supporting documentation (EIN letter + DBA certificate). The CPA verification letter seems to be the "premium" option that adds extra credibility for particularly demanding clients, but the basic three-piece package appears sufficient for most situations. One thing I haven't seen mentioned - has anyone tried including a copy of their business insurance policy that shows both business names? I'm wondering if that adds another layer of legitimacy to the documentation package. Thanks to everyone who shared their real-world experiences. This thread is a goldmine of practical advice for navigating corporate compliance requirements!
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Malik Jackson
•That's a really interesting idea about including business insurance documentation! I hadn't thought of that angle, but it makes sense - insurance policies often list all the business names you operate under, which could serve as additional third-party verification of the relationship between your legal name and DBA. I actually have a commercial liability policy that lists both my legal business name and my DBA, so that could definitely strengthen the documentation package. It's another piece of official documentation from a regulated industry (insurance) that validates the business structure. You're absolutely right that this whole thread demonstrates how the solution is really about professional presentation. I was initially worried there was some complex IRS procedure I was missing, but the reality is much more straightforward - just document the relationship clearly and professionally. The three-piece package approach really does seem to be the sweet spot for most situations. I'm planning to implement @ApolloJackson's declaration letter template for my own situation since multiple people have confirmed it works across different types of clients. Thanks for the insurance documentation suggestion - that's definitely something I'll consider adding to make my package even more comprehensive!
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Micah Trail
This has been such a helpful thread! I'm dealing with the exact same situation with my graphic design business - I operate legally as "Creative Solutions LLC" but also have a DBA called "Pixel Perfect Designs" that I use for my freelance work. What really resonates with me from reading everyone's experiences is that this isn't about finding some special IRS form or procedure - it's about creating professional documentation that clearly establishes the relationship between your legal business name and your DBA under one EIN. The three-piece documentation package approach that @ApolloJackson outlined seems to be the gold standard: formal declaration letter on letterhead, EIN assignment letter, and DBA certificate. I love how straightforward yet professional this approach is. I'm particularly interested in @Zoe's suggestion about including business insurance documentation. My commercial policy actually lists both business names, so that could add another layer of third-party validation to the package. For anyone still struggling with this issue, the key takeaway seems to be: focus on professional presentation and clear documentation rather than trying to find a non-existent IRS form. The declaration letter using proper tax terminology appears to be what really makes the difference with corporate compliance departments. Thanks to everyone for sharing their real-world experiences - this community has saved me weeks of frustration trying to figure this out on my own!
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