Client engagement
Beneficial Ownership Information Engagement
Beneficial ownership requirements have changed. Use this intake so the firm can first confirm whether a filing is currently applicable.
1
Provide initial information
Complete the intake below so the firm can confirm the client, entity, period, and requested work.
2
Review scope and terms
Our team will send or confirm the applicable scope, timing, responsibilities, and engagement agreement.
3
Send requested records
After the engagement is accepted, use the secure upload page for supporting documents.
Submitting this intake does not create an engagement. The firm must accept the work and the required agreement must be signed.
Continue with your secure agreement
This engagement proceeds directly to the electronic agreement. Please use the exact private link sent by your Mehdiani contact.
If you no longer have that link, reply to the team member who sent it so we can issue the correct agreement.