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Corporate Transparency Act (CTA) and
Beneficial Ownership Information Reporting (BOIR)

For a copy of the notice sent to all clients on January 29, 2024, please click HERE.

If you would like David C. Bryant, CPA to file the initial report for you, please email for us to prepare a separate engagement letter.


Due to the sensitive and legal nature of the CTA, including the BOIR, assisting you with your compliance is not within the scope of our current engagement on file. If you choose to engage us for such services, including any advice, assistance, or answers to questions in relation to the BOIR, you will be required to sign a separate engagement letter.


Without signing the separate engagement letter, you have sole responsibility for your compliance with the CTA, including its BOI reporting requirements and the collection of relevant ownership information.


Please refer to the links below for step-by-step filing instructions and frequently asked questions.


Help & Resources:


Frequently Asked Questions:

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