Upcoming Webinar: December 13, 2023 – Navigating the Corporate Transparency Act

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Pricing

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Frequent Filer Subscription

$199 /year/entity

Best value for entities anticipating changes

Choose Plan
  • Unlimited Change of Information
  • Monitoring services
    • ID expiration
    • Best efforts change in address
  • Automated reminder preferences
  • Priority support
  • All features from Basic plan
    • Custom BOI filing Analysis for internal record keeping
    • Initial BOI report filed with FinCEN
    • Unlimited access to company dashboard
    • Automated beneficial owner data collection
  • Fee charged annually per entity
  • Two-year initial commitment
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Basic

$299 /entity/entity

Ideal for simple ownership structures

Choose Plan
  • One-time Beneficial Ownership Information (BOI) Report filed in 2024 with FinCEN
  • Custom BOI Filing Analysis for internal record keeping
    • Customized CTA Filing Analysis
    • Best practices, policies and procedures
    • Deadlines and refiling requirements
    • Exemptions
    • FAQs
  • 50% off for Change of Information Filing
  • Unlimited access to company dashboard
  • Form compliance validation
  • Automated beneficial owner validation
  • Chat and email support
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Premium

$999 /entity

Best for complex ownership structures

Choose Plan
  • File with legal counsel review and support
  • Paid preparer indicated on BOI report
  • Legal consultation with licensed attorney
  • All Features from Basic plan
    • One-time BOI filing analysis done in 2024
    • Initial BOI Report filed with FinCEN
    • Unlimited access to company dashboard
    • Automated beneficial owner data collection
  • FinCEN penalty protection up to $10,000
  • Chat and email support