Our Process

  • Schedule an introductory call with our team

    Whether you have one entity or hundreds, we will help you make sense of the Corporate Transparency Act requirements, including whether you may be exempt from filing. We will determine if additional information or consultation is required based on the complexity of your business structure and volume of entities.

  • Securely provide information required for filing

    We will provide a user-friendly portal for you or your beneficial owners to upload basic information so that our team can complete the required reports on your behalf. This process should only take a few minutes.

    All information is secure to best-in-class standards, including ISO 27001 and SOC2.

  • We complete and submit the filing for you

    Our team will finalize the filing on your behalf and, optionally, can submit your completed filing to FinCEN. Beneficial will ensure that our business does not provide more information than is legally required, and once complete, we will provide confirmation of filing.

    All filings will be reviewed and approved by a licensed attorney.