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Best For Simple Single Owner Entity

$450.00

• Collecting required Entity information
• Collecting required Beneficial Ownership information (for 1 Beneficial Owner)
• Determining whether the Entity is required to file a BOI report under the CTA
• Obtaining and providing FinCEN Identification Number
• One 15-minute phone consultation (if requested)
• Preparing and reviewing required documents
• Filing the CTA report with FinCEN, if not exempt

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Best For Two Or More Owner Entity

$800.00

• Collecting required Entity information
• Collecting required Beneficial Ownership information (for 2+ Beneficial Owners)
• Determining whether the Entity is required to file a BOI report under the CTA
• Obtaining and providing FinCEN Identification Number
• One 15-minute phone consultation (if requested)
• Preparing and reviewing required documents
• Filing the CTA report with FinCEN, if not exempt

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Best For Entity Changes & CTA Compliance

$1,950.00

• Collecting required Entity information
• Collecting required Beneficial Ownership information (for 2+ Beneficial Owners)
• Determining whether the Entity is required to file a BOI report under the CTA
• Drafting or updating entity ownership documentation to reflect current Beneficial Owners accurately
• Forming or registering a new entity (if requested, e.g., LLC, corporation, additional fees apply)
• Obtaining and providing FinCEN Identification Number
• One 30-minute phone consultation (if requested)
• Preparing and reviewing required documents
• Filing the CTA report with FinCEN, if not exempt

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One-Time Filing, Lifetime Compliance

$2,950.00

• Collecting required Entity information
• Collecting required Beneficial Ownership information (for 2+ Beneficial Owners)
• Determining whether the Entity is required to file a BOI report under the CTA
• Drafting or updating entity ownership documentation to accurately reflect current Beneficial Owners
• Drafting or updating entity ownership documentation to reflect current Beneficial Owners accurately
• Forming or registering a new entity (if requested, e.g., LLC, corporation, additional fees apply)
• Obtaining and providing FinCEN Identification Number
• One 60-minute phone consultation (if requested)
• Preparing and reviewing required documents
• Filing the CTA report with FinCEN, if not exempt

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