PATAX
Level 15

@TaxToad I have an existing 1040 client that is going to start a business as of January 1st 2025. He has an attorney taking care of everything, including applying for the federal Ein and the tax ID numbers, which is great. I told him to make sure the attorney takes care of the CTA BOI. I told him more than once. I called him yesterday, and sure enough he said he forgot to tell the attorney about CTA BOI. I have a feeling this is going to happen even if people send out letters and tell them to do it themselves or go to an attorney or a third party that specializes in this. But what do I know?