• To begin, we will prepare an initial filing of your business entity to comply with FinCEN, which includes conducting a due diligence and risk assessment.
• Next, we will identify and confirm the beneficial owners of your entity.
• Then, we will electronically file the finalized initial BOI Report through our secure platform with FinCEN at the U.S. Treasury Department; and confirm receipt.
• Finally, we will save your filing and confirmation in your secure Client Portal.

Gobble-Up a Spot at the Turkey Trot!

We’re proud sponsors of this year’s 8th annual Delco Turkey Trot™, which is the biggest Thanksgiving Day 5k in Delaware County, on Thursday, November 28th, at the Nether Providence Elementary School, located at 410 Moore Road in Wallingford, PA.

All race proceeds benefit the students of the school.

The Little Drumstick race kicks-off at 8:30 a.m.; the 5K Road Race, 9 a.m.

Please join us for our firm’s 25th Anniversary Party on Thursday, December 5th, 5:00-8:00 p.m., at Ship Bottom Brewery, 5 Park Avenue in Swarthmore, PA. 

We couldn’t think of a better way to celebrate our success than by sharing it with all of you— our valued clients— and the community of Swarthmore. You see, this year also marks our 25th time participating in the annual Light-Up the Village toy drive. 

So, we kindly ask that you bring one unwrapped toy, for a child 1-10 years old,
to the party. And, if you don’t have time to shop, we’ll accept cash donations that evening, too. To RSVP, click the button below.