15-Minute Consultation

This free 15-minute consultation clarifies your CTA compliance needs and helps you choose the best-fitting package.

Here’s what we’ll cover:

• Personalized Assessment: We’ll analyze your specific entity structure and beneficial ownership information to determine if you must file a CTA report.
• Process Demystified: We’ll summarize the CTA reporting process step-by-step, clarifying timelines, requirements, and potential exemptions.
• Your Questions Answered: Get tailored guidance on any CTA-related concerns, ensuring you have the information you need to make informed decisions.

By the end of the consultation, you’ll have a clear understanding of your CTA obligations and which package aligns best with your business.