Because of the incredible amount of confidential information that must be provided, and the amount of fraudulent providers out there, we have been cautioning clients NOT to use unknown 3rd party solicitors, because they could use this confidential information to steal your or your company’s identity or data.
However, we have vetted and partnered with a firm specializing in BOI reporting, Joseph & Bryant, as many of our clients have expressed a desire for help with this process but do not want to engage their business attorney due to fee concerns. Their expertise will ensure you get and stay compliant, as there is a need for ongoing monitoring to comply with the law.
Joseph & Bryant will guide you through the process of getting and staying compliant for a fee of $200. The following is all included in their service:
This is primarily a digital process, though if you have difficulty navigating through the Joseph & Bryant online portal, you can call Drew Joseph directly at (720) 750-1063 and he will assist you with your BOI filing information via phone.
Please note this is a fee-based partnership, and Williams & Schiller may receive a portion of the revenue if you choose this service.
NOTE: On Dec. 3, 2024 a federal judge in the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction against enforcement of the Corporate Transparency Act’s beneficial ownership information reporting requirements ahead of the impending January 1, 2025 filing deadline. This case is likely to go to the Supreme Court, that said, we do not know where this will ultimately go and we would advise that you do follow through on the reporting. Please familiarize yourself with this requirement and how to get compliant.