Perfect Form is your comprehensive software solution to the reporting requirements of the Corporate Transparency Act and your other corporate services needs.
Founded by lawyers, our step-by-step, intuitive software platform quickly guides you through the CTA reporting process for each of your reporting companies, streamlines ongoing reporting obligations, and caters as well to all of your other corporate services needs. No wasted steps. No requested information we don’t need.
CTA Compliance - The Perfect Process
For Business Owners with 1-10 reporting companies:
Complete BOI Intake Form
In 5 minutes or less, complete our BOI Intake Form to provide the information we need to be able to complete and file your BOI Report with FinCEN.
File with FinCEN
We actively review your BOI Intake Form submission and complete and file your BOI Report with FinCEN. Nothing more is required from you to achieve initial compliance for each of your reporting companies.
Create an Account
Invitation to create an account in our client portal, where you can always see the status of your filings and easily manage your reporting companies.
Ongoing Compliance
We provide all Beneficial Owners with ongoing portal access, we send reminders to update us if any of your reporting companies’ information changes, and we file any updated BOI Reports required to keep your reporting companies compliant.
Pricing: $150 per reporting company and $50 per year for ongoing compliance. No additional charges. Cancel any time.
For Business Owners with >10 reporting companies
and Professional Advisory Firms:
Discovery Call
Discovery call so we can better understand your specific needs and tailor your experience within our platform accordingly.
File with FinCEN
Through your customized portal, securely send or upload your reporting companies’ data in any way convenient to you. We will synthesize PDFs, spreadsheets and other files to complete and file your BOI Reports.
Manage Your Companies
In your customized portal review, filter and manage your reporting companies and their associated information at any time.
Ongoing Compliance
We provide all Beneficial Owners with ongoing portal access, we send reminders to update us if any of your reporting companies’ information changes, and we file any updated BOI Reports required to keep your reporting companies compliant.
Pricing: Contact us for a custom quote and solution.
What is the Corporate Transparency Act, How Does it Affect Me, and What Information Do I Need to File?
The Corporate Transparency Act (“CTA”) is a federal law that was passed by Congress and implemented by the Financial Crimes Enforcement Network (“FinCEN”), a bureau of the U.S. Treasury Department, to combat money laundering, terrorist financing and other illicit financial activity by requiring businesses to file reports with FinCEN disclosing various identifying information and to file updated reports promptly if any of the previously reported information changes.
FinCEN estimates that the CTA applies to more than 32 million businesses. All companies (e.g. LLCs, LPs, Corporations, etc.) formed by the filing of a document with a secretary of state or similar office are subject to the CTA’s reporting requirements, unless one or more of the CTA’s 23 exemptions apply.
The following is the information you will need to gather for each of your reporting companies:
Reporting Company Information
Reporting Company Name
Tax ID (EIN or SSN/TIN)
Formation / Registered Location
Principal Place of Business
Beneficial Ownership and Company Applicant Information
FinCEN ID (if provided, only email required)
Email Address
First, Middle, and Last Names
Birthdate
Residential Address
ID Document Image
For more information on the CTA, we have put together the below CTA Info Guide, which we invite you to download and share with anyone in your network that might find it helpful as a resource.
Entity Formation, Registered Agent & Other Corporate Services
We are a full suite corporate services company and are ready to execute on any need you may have. From nationwide Entity Formation and Registered Agent services, to UCC searches and more, we are built to be the only place you need to go to satisfy all of your corporate services needs. We are committed to being the best combination of service, pricing and client experience (via our software platform) in the corporate services industry.
Place a specific order at orders@perfectform.com or call us at (980) 231-0232 to set up your account in our platform.
Entity Formation
Nationwide entity formation service for all entity types, including LLCs, Corporations, LPs, etc.
$125 per formation, plus state filing fees.
EIN obtainment service
Registered Agent Service
Nationwide Registered Agent service
View all Service of Process and all other documents via your portal
$125 per year
Other Corporate Services
UCC Searches, Independent Director services, and more. If you need it, we can likely provide it.
Contact us for any other service-specific pricing.
The Perfect Guarantee
We guarantee the protection of your data, as our cutting-edge software platform
includes advanced encryption technology and is
SOC 1 & 2 and ISO/IEC 27001 certified.
The Perfect Solution
Customized
Solutions
Our software platform is customized to fit your business’s needs. There is no one size fits all solution, and we don’t try to force that. Contact us for a custom quote and solution based on your company’s needs.
Corporate Services Expertise
We are lawyer-founded and understand better than most the requirements of any particular document or service, and we are happy to talk through them with you!
Time-Saving
We get it - you don’t want to spend any more time than is necessary dealing with your corporate services needs. We optimize every process so that you are in and out with every order and every request.
Industry Leading Client Service
We are here 24/7 to answer your questions and provide any corporate services guidance you may want or need, from questions about how to form your entity to the information you need to gather for CTA compliance. We are more than just a software tool. We are a hands-on corporate services company that is here to make your life easier.
Peace of
Mind
Your customized portal keeps everything organized. Easily find any document you have ever ordered, track the status of your CTA filings, and more. If it’s important, it’s in your portal. Our job is to minimize the time you have to spend dealing with your corporate services needs so that you can get back to focusing on your business.