sjrcpa
Level 15

@abctax55 

"I don't believe anyone has answered, yet, exactly which states have determined whether CTA/BOI reporting is UPL if done by anyone except an attorney (excluding the actual owner of the entity)."

 

Anna, at this week's AICPA Town Hall they said no state has yet opined on whether this would be UPL.


The more I know the more I don’t know.