# Wyoming Formation + Operate Anywhere Package

Complete package for truckers who want to optimize their business structure.
Form in Wyoming, foreign qualify in their operating state, full compliance setup.

## Why Wyoming

- **$0 state income tax** — no corporate or personal income tax
- **$50 formation fee** — cheapest in the country
- **$60/yr annual report** — minimal ongoing cost
- **No franchise tax** — unlike DE ($300/yr), CA ($800/yr), NY, etc.
- **Strongest charging order protection** — personal creditors can't seize LLC assets
- **Privacy** — no public member/manager disclosure
- **No physical presence required** — just a registered agent

## Package Components

| Service | Our Fee | State Fee | Recurring |
|---------|---------|-----------|-----------|
| Wyoming LLC Formation | $199 | $50 | — |
| Wyoming Registered Agent | $99/yr | — | $99/yr |
| EIN Application (IRS SS-4) | $79 | $0 | — |
| Foreign Qualification (operating state) | $149 | Varies ($50-$765) | — |
| Operating State Registered Agent | $99/yr | — | $99/yr |
| Virtual Mailbox (Anytime Mailbox) | $149/yr | — | $149/yr |
| USDOT Registration | $149 | $0 | — |
| Operating Authority (MC) | $349 | $300 | — |
| BOC-3 Filing | $89 | $0 | — |
| MCS-150 Filing | $69 | $0 | — |
| **Total (first year)** | **~$1,430** | **$350-$1,065** | **$347/yr** |

## Bundle Pricing

**Wyoming Carrier Optimization Package: $999** (saves $400+ vs individual)
Includes: WY formation + EIN + foreign qual + both RAs + USDOT + MC Auth + BOC-3 + MCS-150

Virtual mailbox ($149/yr) and D&A program ($149/yr) added separately.

## When to Recommend (Wizard Logic)

**Recommend Wyoming if:**
- Operating state has high formation fees or annual taxes
- Carrier has personal assets to protect (home, savings)
- Multiple trucks / higher liability exposure
- Operating in multiple states (WY is a neutral home base)

**DO NOT recommend Wyoming if:**
- Base state is CA (California charges $800/yr franchise tax on ALL foreign LLCs regardless)
- Base state is MA ($500 filing + high annual)
- Base state already has low fees and no income tax (TX, FL, NV, WA, SD, WY itself)
- Owner-operator with 1 truck, minimal assets (keep it simple)

**Wizard warning for California carriers:**
"Note: California charges an $800/year franchise tax on all foreign LLCs regardless of revenue. For CA-based carriers, forming your LLC in California ($70 filing) is usually more cost-effective than Wyoming + foreign qualification."

## Photo ID Reuse

Customer uploads photo ID once during intake. Same ID used for:
1. **MCS-150 filing** — FMCSA identity verification
2. **Anytime Mailbox** — USPS Form 1583 notarization (required for virtual mailbox)
3. **Online notarization** — same notary service used for CRTC BITS filings
4. **BOC-3 filing** — process agent identity verification (if needed)

## Mailbox Setup Flow

1. Customer orders Wyoming package
2. We form the LLC in Wyoming
3. We open Anytime Mailbox in Wyoming under the LLC name
4. Customer's photo ID → USPS Form 1583 → online notarization (same service as CRTC)
5. Mailbox active → official correspondence forwarded to customer
6. We register the mailbox address as the LLC's principal address in Wyoming

## Operating State Foreign Qualification

After WY LLC is formed:
1. File foreign qualification in operating state with WY LLC documents
2. Register operating state registered agent
3. Operating state address = carrier's physical base (for FMCSA)
4. USDOT registration uses operating state as phy_state

## Ongoing Compliance (Annual)

| Item | Due | Cost |
|------|-----|------|
| Wyoming Annual Report | Anniversary month | $60 state + included in RA |
| Operating State Annual Report | Varies | $50-200 state + $149 our fee |
| Wyoming RA | Continuous | $99/yr |
| Operating State RA | Continuous | $99/yr |
| Virtual Mailbox | Continuous | $149/yr |
| MCS-150 Biennial Update | Every 2 years | $69 our fee |
| UCR Registration | Annual | $69 our fee + state bracket |
| D&A Program | Annual | $149/yr |

**Total annual recurring: ~$700-$900/yr** (all managed by Performance West)

## Revenue Per Customer (Lifetime)

- **Year 1:** ~$999 bundle + $149 mailbox + $149 D&A + state fees = **$1,300-$2,000**
- **Year 2+:** ~$700-$900/yr recurring
- **5-year LTV:** ~$4,000-$5,500 per carrier

## Monday Action Items

1. Confirm NWRA/CorpTools includes mail forwarding with RA (or is it extra?)
2. Set up Anytime Mailbox automated provisioning (API or manual?)
3. Pricing: can we get wholesale on Anytime Mailbox for volume?
4. Online notarization: confirm same service works for 1583 as CRTC BITS
5. Add "Wyoming Carrier Optimization" as a service slug in the catalog