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Upon submission of this form, a representative of Bagley & Rhody, P.C. will review your information and will be in contact to discuss next steps which may include, but not be limited to: (1) our preparation of an engagement letter outlining the specific services to be provided; and (2) a request for you to obtain a FinCEN identification number from each beneficial owner to be listed in the initial BOI Report. Please note, the obligation to assist and/or file any report with FinCEN including, but not limited to, the initial BOI Report, is not included within the scope of any existing engagement with Bagley & Rhody, P.C., and all clients remain responsible for the timely and accurate filing of all such reports until a supplementary engagement letter with Bagley & Rhody, P.C. has been signed.

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