CTA's BOIR Required Filing for Privately-Held Businesses (Intake Form)

U.S. Beneficial Ownership Reporting Requirement for Small Businesses (Intake Form)

If you own a business entity or own or control at least 25% of your company or someone else's company, you may be required by law to make this federal filing.
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Have you registered a business entity in at least one state?
Do you own or control at least 25% of your company or another company?
Do you have an EIN (a/k/a a federal tax ID number)?
Please provide the EIN number.
Have you registered more than one (1) business entity or do you own or control at least 25% of multiple entities?
Would you like us to help you prepare and submit this federal filing on behalf of your business(es)?
What is your preferred method of contact to set up an appointment?
My Products
prevnext( X )
Preparation and filing of One (1) Beneficial Ownership Form (Single Entity, Single Owner)
Once you make your payment, our office will contact you to collect some additional information: state-issued ID and passport numbers, your full name, permanent address, the legal name of your business, your current business address, and your federal tax ID number. We may also request copies of your business formation documents or any corporate documents (e.g., operating agreement) if needed to complete your filing. Your registration confirmation will be sent to the e-mail address provided unless instructed otherwise upon completing this submission. We reserve the right to cancel any appointments and refund any fees made after 12/13/2024.

$250.00 Quantity

Preparation and filing of Beneficial Ownership Form (2+ Owners OR 2+ Entities)(CONSULTATION REQUIRED)
YOU ARE ONLY BEING CHARGED FOR A CONSULTATION FEE. Once you make your payment, we will contact you to schedule your appointment. We will also need to collect some additional information: state-issued ID and passport numbers, your full name, permanent address, the legal name of your business, your current business address, and your federal tax ID number. We may also request copies of your business formation documents or any corporate documents (e.g., operating agreement) if needed to complete your filing. Your registration confirmation will be sent to the e-mail address provided unless instructed otherwise upon completing this submission. We reserve the right to cancel any appointments and refund any fees made after 12/13/2024.

$200.00 Quantity

Total

$0.00
Billing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Payment Methods

Choose from one of the PayPal options to make your payment.
Should be Empty:

U.S. Beneficial Ownership Reporting Requirement for Small Businesses (Intake Form)