Thank You for Choosing Us for Your BOI Filing Needs!
Now that you’ve sent us your request, we will create your account in our secure portal within the next 24-hours. Once you receive a portal invite, you can set up a password, e-sign our engagement letter, and begin uploading your substantiation documents (IDs, entity information, etc.), as required.
We’ve provided a documents checklist below if you’re unsure what to send to us. Don’t worry if you miss something or are still unsure what to provide. Your advisor will be available to assist you during the entire process.
Completing Your BOI Filing with Us is Easy as 1-2-3
STEP 1:
Answer some questions about your entity and we’ll get to work.
STEP 2:
Meet with your legal advisor to review your entity structure.
STEP 3:
We’ll file your BOI report and confirm FinCEN acceptance.
Have questions? Call 214-800-2377 or schedule a call HERE.