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EA PRESS

FinCEN Filing Agents, LLC. and Tax Protection Plus Partnership

edgar_57 · September 16, 2024 · Leave a Comment

FinCEN Filing Agents, LLC. and Tax Protection Plus, LLC. Announce a Strategic Partnership to Guarantee Beneficial Ownership Information Reporting for the Accounting and Legal Industry.

NEW YORK, September 16, 2024 — EdgarAgents LLC (EA).

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  • September 16, 2024
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FinCEN Filing Agents, LLC. and Tax Protection Plus, LLC. Announce a Strategic Partnership to Guarantee Beneficial Ownership Information Reporting for the Accounting and Legal Industry

NEW YORK, September 16, 2024 – FinCEN Filing Agent, LLC, the leading provider of Beneficial Ownership Information Reporting (BOIR) platforms, is pleased to announce a strategic partnership with Tax Protection Plus, LLC. the premier provider of income tax preparation protection services to the accounting industry. This collaboration is set to empower accounting and legal professionals to handle BOIR filings by offering their clients unmatched security, accuracy, and support. File with confidence when you file with us!

With the Corporate Transparency Act (CTA) mandating comprehensive reporting requirements, the demand for reliable and efficient BOIR solutions has never been greater. Through this partnership, FinCEN Filing Agents, LLC. and Tax Protection Plus, LLC. combine their industry-leading expertise to provide a robust platform that simplifies the reporting process and ensures the highest levels of compliance and protection for accounting and legal professionals and their clients. 

Key Benefits of Partnership:

  • Comprehensive Compliance Tools: FinCEN Filing Agents’ BOIR platform offers a user-friendly interface with advanced features to streamline the BOIR filing process. With automated updates, document management, and real-time tracking, professionals can ensure that their clients’ filings are accurate and timely.

  • $1,000,000 BOI Filing Defense: Clients who utilize the BOIR platform through this partnership will benefit from the Protection Plus Guarantee, which provides up to $1,000,000 in services to resolve any issues arising from FinCEN inquiries into Beneficial Ownership Information This unparalleled support gives accounting firms peace of mind, knowing they have a robust defense in place should any regulatory challenges arise.

  • $10,000 Preparer Error Guarantee: The partnership also introduces a preparer error guarantee that reimburses up to $10,000 for any fines or penalties resulting from legitimate preparer error made during the BOIR filing This safety net allows accounting professionals to confidently offer their services, knowing they are protected against unforeseen circumstances.

  • Seamless Integration with Audit Protection Services: By partnering with Tax Protection Plus, EdgarAgents ensures that its BOIR platform integrates seamlessly with the industry’s leading audit protection services. This integration allows for a more holistic approach to compliance, combining the strengths of audit and reporting services into one cohesive solution.

“Partnering with Protection Plus marks a significant milestone in our commitment to providing the best possible solutions for the accounting industry,” said Stephen Bonventre, CEO of FinCEN Filing Agents, LLC. “This collaboration not only enhances the functionality and security of our BOIR platform but also reinforces our dedication to supporting our clients as they navigate the complexities of Beneficial Ownership Information reporting.”

“Partnering with FinCEN Filing Agents, LLC provides a great opportunity for Protection Plus to further extend our services within the tax and accounting industry,” said Matt Lievens, CEO of Tax Protection Plus, LLC. “This relationship enables us to offer a significant contribution toward providing tax and accounting professionals the opportunity to securely expand their business to assist clients and grow revenues.

This partnership underscores both companies’ dedication to excellence and value delivery in the accounting, legal, and compliance sectors. Together, FinCEN Filing Agents and Protection Plus set a new standard for BOIR filings, ensuring that accounting and legal firms can confidently and precisely meet their clients’ needs.

For more information about the BOIR platform and how it can benefit your firm, please visit www.edgaragents.com or contact boi@edgaragents.com.

For more information about Tax Protection Plus’s $1 Million Tax Protection services, visit www.taxprotectionplus.com.

About FinCEN Filing Agents, LLC.

The company behind FinCEN Filing Agents, EdgarAgents, has been in business since 2008. We are a leading regulatory compliance filing agency having filed nearly 500,000 reports to SEC, FinCEN, and other entities since its inception. EA serves registered asset management companies, public and private companies, beneficial owners, their in-house and outside counsel, corporate compliance teams, advisory and accounting teams, private equity, and investment banking partners.

About Tax Protection Plus, LLC.

Tax Protection Plus is the foremost provider of tax preparation protection services to the accounting industry. Known for its rigorous standards and exceptional client service, Tax Protection Plus has been a trusted partner for accounting professionals nationwide, offering comprehensive solutions that enhance accuracy and compliance.

 

Media Contact: 
Antoinette Behan
Chief Revenue Officer
212 265 3347
antoinettebehan@edgaragents.com

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About EA

EdgarAgents (more commonly referred to as EA) is a leading SEC filing agency and financial printer. We serve registered investment management companies as well as public and private companies, their in-house and outside counsel, corporate compliance teams, private equity, and investment banking partners.

Learn more at www.edgaragents.com, on LinkedIn, or by contacting boi@edgaragents.com or +1-212-265-3347.

Conquer BOIR with FinCEN Filing Agents

edgar_57 · July 19, 2024 · Leave a Comment

CONQUER BENEFICIAL OWNERSHIP INFORMATION REPORTING WITH FINCEN FILING AGENTS, THE ULTIMATE PARTNER FOR CTA SELF-FILING SOFTWARE

NEW YORK, July 19, 2024 — EdgarAgents LLC (EA).

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  • July 19, 2024
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Conquer Beneficial Ownership Information Reporting with FinCEN Filing Agents, the Ultimate Partner for CTA Self-Filing Software

NEW YORK, July 18, 2024 – EdgarAgents LLC (EA), a leader in regulatory filings and the fastest growing filing agent and financial printer, expands expertise to BOIR filings as FinCEN Filing Agents.

Effective as of January 1, 2024, new rules under the Corporate Transparency Act (CTA) now require many corporations, limited liability companies, and other entities (reporting companies) to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN). The Beneficial Ownership Information Reporting Platform, powered by FinCEN Filing Agents, offers a comprehensive and compliant BOI service solution to self-registrants and service providers.

If a reporting company exists as of January 1, 2024, it must file its initial BOIR by January 1, 2025. If a reporting company is created on or after January 1, 2024, and before January 1, 2025, it must file BOIR within 90 days of registration. If a reporting company is created after January 1, 2025, it must file BOIR within 30 days of registration.

Failure to report complete or updated beneficial ownership information to FinCEN may result in a civil or criminal penalties, including civil penalties of up to $500 for each day that the violation continues, or criminal penalties including imprisonment for up to two years and/or a fine of up to $10,000.

FinCEN Filing Agents, powered by EA, offers the most efficient and effective BOIR filing solution software to meet your FinCEN filing needs long before each deadline. Some of the features included in the BOIR filing software are:

  • Secure beneficial owner approval and filing.
  • Efficient BOI form-filling with geo-autocomplete and a reusable entities database.
  • Bulk data import for auto-filling reports.
  • A Newly Exempt Entity option.
  • Test and Live File
  • Go-forward Compliance reminders.

EA’s BOIR filing software is currently onboarding service providers while our many current users successfully file with FinCEN. FinCEN Filing Agents are available to meet all client filing needs, with instructions for preparers and 24-hour email correspondence at boi@edgaragents.com.

Robert Friedmann, Product Manager, stated, “At EdgarAgents, we are proud to introduce FinCEN Filing Agents, your ultimate partner in navigating the complexities of the new Beneficial Ownership Information reporting regulation. FinCEN Filing Agents represents the epitome of EdgarAgents’ agility and obsessive focus on customers’ needs. Since 2008, EdgarAgents has been a leader in regulatory filing solutions and in leveraging technology to enable outstanding service. This extension to support FinCEN filings was a natural choice for us to leverage our proven expertise in a new, but vitally important way. We look forward to serving our customers and channel partners; helping each of them File with Confidence.”

Connect with our team today to receive more information on the Beneficial Ownership Information Reporting Platform, powered by FinCEN Filing Agents. As a thought leader and trusted partner, EA (dba as FinCEN Filing Agents) is the preferred solution to your FinCEN filing needs.

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About EA

EdgarAgents (more commonly referred to as EA) is a leading SEC filing agency and financial printer. We serve registered investment management companies as well as public and private companies, their in-house and outside counsel, corporate compliance teams, private equity, and investment banking partners.

Learn more at www.edgaragents.com, on LinkedIn, or by contacting boi@edgaragents.com or +1-212-265-3347.

EdgarAgents Offers Tailored Shareholder Reports for SEC Compliance

edgar_57 · May 21, 2024 · Leave a Comment

EdgarAgents Promotes Full Tailored Shareholder Report Solutions Ahead of SEC Compliance Deadline

NEW YORK, May 21, 2024 — EdgarAgents LLC (EA).
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  • May 21, 2024
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EdgarAgents Promotes Full Tailored Shareholder Report Solutions Ahead of SEC Compliance Deadline

NEW YORK, May 15, 2024 – EdgarAgents LLC (EA), a leader in transaction filings and the fastest-growing SEC filing agent and financial printer, reports successful test filings of the updated Form N-CSR containing iXBRL tagged Tailored Shareholder Reports (TSR). EA confidently offers a true end-to-end TSR Solution ahead of the SEC’s compliance deadline of July 24, 2024. EA showcases their dedication to innovation, enabling customer service excellence in compliance reporting.

The SEC’s TSR regulation requires mutual funds and exchange-traded funds (ETFs) to prepare and transmit streamlined annual and semi-annual shareholder reports on the fund and class share levels. These reports highlight key information for retail investors and are tagged using Inline XBRL structured data language. With the aim of enhancing the transparency and accessibility of shareholder communications, this new regulation adds extra workflow processes to an already complex system.

EA’s TSR Solution simplifies these processes through:

  • Integrating fund data seamlessly into TSR templates.
  • Automating Typesetting and EDGAR HTML conversion of Tailored Shareholder Reports and Form N-CSR.
  • Fast and efficient inline XBRL tagging supported by CPAs and industry experts.
  • True single-source multi-proof publishing including auto-ADA tagged PDFs.
  • A fully supported distribution matrix from web hosting, e-Delivery, and low-cost, highly reliable print and mail.

Adrian Boan, Product Manager for EA’s Investment Management Solutions, stated, “The EA TSR Solution showcases EdgarAgents’ unwavering commitment to providing the best-in-class service along with best-in-class solutions on the cusp of this significant regulatory mandate.”

Connect with EdgarAgents today to receive more information on the preparation and filing of Tailored Shareholder Reports. As a thought leader and trusted partner, EA will help review readiness plans and recommend primary and contingency solutions to help mitigate risks at no cost.

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About EA

EdgarAgents (commonly referred to as EA) is an industry leading, full-service SEC filing agent and financial printer specializing in financial regulatory and compliance solutions for investment management companies, Exchange Traded Funds, public and private companies, fund administrators, private equity firms, corporate attorneys, investment banks and other financial institutions. EA seamlessly supports both transactional and regulatory reporting for ongoing shareholder communication services across public markets including, but not limited to NYSE and NASDAQ.

EdgarAgents provides a comprehensive suite of services and solutions tailored to meet your specific needs. EA’s offerings encompass EDGAR conversion, inline XBRL tagging, typesetting and design, virtual data rooms (VDR), SaaS technology solutions, ADA document and website compliance, web hosting & eDelivery, language translations, news distribution, and printing of shareholder communications. Annually, EdgarAgents successfully processes over 40,000 filings, demonstrating our robust capability and industry leadership.

EA efficiently delivers the highest quality at 3x speed, maximizing value for clients, guaranteed! Learn more at www.edgaragents.com, on LinkedIn, or by contacting antoinettebehan@edgaragents.com or +1-212-265-3347.

EdgarAgents Announces Rebranding

edgar_57 · April 11, 2024 · Leave a Comment

EdgarAgents Announces Rebranding, Embracing Its Industry-Leading Financial Service

New York, April 11, 2024 (GLOBE NEWSWIRE) — EdgarAgents LLC (EA).
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  • April 11, 2024
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EdgarAgents Announces Rebranding, Embracing Its Industry-Leading Financial Service

New York, April 11, 2024 (GLOBE NEWSWIRE) — EdgarAgents LLC (EA), a global leader in SEC filings and IPOs with over 200,000 live SEC filings and a reputation for relentless service, quality, and integrity, is announcing a strategic rebrand prompted by the need to adapt and evolve to meet customer needs.

The rebranding initiative was motivated by EdgarAgents’ deep-rooted connection with its customer base and a drive for greater efficiency. EdgarAgents initiated a series of research engagements exploring the customer journey through application usage across all phases of an SEC filing.

Research revealed several process inefficiencies, manual task burdens, and unmanageable work volumes. As increasingly complex SEC mandates force financial reporting teams to innovate internally, it became clear that they need more than just a service provider – they need a partner in innovation.

Through iterations of design and strategic planning, EdgarAgents has evolved into EA – the modern and technologically charged SEC filing and financial printing partner for Capital Markets, Corporate Compliance, and Investment Management.

“The rebranding was performed to better align with our vision, mission, and values for the future. Our new logo, colors, and website represent our commitment to precision and value. Our budding creativity and innovation reflect our obsession with providing an exceptional experience. We are committed to consistently providing our customers with exceptional, high-quality solutions, and anticipate an even more impactful year in 2024. ” – Jessica Nazabal, Director of Strategy and Programs

The modern design is a visual representation of this strategic evolution. Sharp design angles reflect the cutting-edge technology that EA brings to the market and a commitment to innovation.

Video animation of recently rebranded social media campaigns depicts a new EA logo splitting open to reveal “EdgarAgents.” This clever effect signifies the importance of trust during times of change, reinforcing the notion that customers will continue to receive the highest quality and fastest turnarounds that they have come to expect from EdgarAgents.

Regardless of the changes, EA’s mission remains: to simplify and expedite the SEC filing and financial printing process by delivering speed, precision, value, and exemplary customer service powered by technology.

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About EA

EdgarAgents (commonly referred to as EA) is an industry leading, full-service SEC filing agent specializing in financial regulatory and compliance solutions for public and private companies, private equity firms, corporate attorneys, investment management companies, fund administrators, investment banks and other financial institutions. EA seamlessly supports both transactional and regulatory reporting for ongoing shareholder communication services across public markets including, but not limited to NYSE and NASDAQ.

EdgarAgents provides a comprehensive suite of services and solutions tailored to meet our clients’ specific needs. EA’s offerings encompass EDGAR conversion, inline XBRL tagging, typesetting and design, virtual data rooms (VDR), SaaS technology solutions, ADA document and website compliance, web hosting & eDelivery, language translations, news distribution and printing of shareholder communications. Annually, EdgarAgents successfully processes over 40,000 filings, demonstrating our robust capability and industry leadership.

EdgarAgents has lead the industry league charts as the #1 filer of SPAC IPO and follow on deSPAC transactions since 2019 as well as being #1 for traditional IPO filings in 2023. Powered by proprietary technology native to using MS Word track changes, EA efficiently delivers the highest quality at 3x speed, maximizing value for clients. Learn more at www.edgaragents.com, on LinkedIn, or by contacting us at INFO@edgaragents.com or +1-212-265-3347.

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EA names Stephen Bonventre as CEO

edgar_57 · November 29, 2022 · Leave a Comment

EA NAMES STEPHEN J. Bonventre AS CEO

EdgarAgents Names Stephen J. Bonventre as Chief Executive Officer
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  • November 29, 2022
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EA Names Stephen J. Bonventre as CEO

NEW YORK CITY, N.Y., Nov. 29, 2022 – EdgarAgents LLC, one of the fastest growing financial technology service providers in the world, has announced that its Board has appointed Stephen J. Bonventre to Chief Executive Officer. The designation change comes a little more than one year since Stephen joined EdgarAgents as Chief Operating Officer and interim Chief Executive Officer.

“EdgarAgents continues to disrupt the traditional financial printing industry with its proprietary technology, superior customer service, and unparalleled turn-around time. With his diverse background, Stephen is uniquely qualified to lead EdgarAgents through its next phase of breakthrough growth and continued execution of strategy and operational excellence,” said Seth Fishman, EdgarAgents Co-Founder and Member of the Board.

Mr. Bonventre succeeds Steve Yakubov as Chief Executive. Mr. Yakubov led the company for 9 years and continues to serve as a senior member of the leadership team. Mr. Yakubov remains a driving force behind EdgarAgents’ operational success and has worked closely with Mr. Bonventre to ensure a seamless transition. Post transition, a significant priority for Mr. Yakubov will be expanding the company’s international market segments, which is a key aspect of EdgarAgents’ growth strategy. “After nearly a decade of leading the EdgarAgents team, I am confident that the Board has found the right successor in Stephen. I look forward to collaborating with Stephen and the leadership team to help EdgarAgents achieve its strategic growth objectives,” said Mr. Yakubov.

“I am deeply honored for the opportunity to succeed Steve and lead this organization to the next level of success. EdgarAgents is at a tipping point powered by a growing collective of incredibly talented and passionate employees bonded by ashared purpose of building strategic business partnerships with our clients,” said Mr. Bonventre. “EdgarAgents’ purpose is to enable our clients’ mission by helping them File with Confidence™. Championing an initial public offering is not necessarily part of the ‘American Dream’ story, but I believe that EdgarAgents’ role is vital to connecting noble missions with public and institutional capital, the sum of which can avail exponential value for society.”

EdgarAgents’ success has long come from providing differentiated, best in class full-service filing services. Powered by proprietary technology, EdgarAgents distributes proofs 2-3 times quicker than any other SEC filing agent, which helps to enable high-end data compare and exceptionally high quality. “In a high-pressure business combination with two corporate teams, two sets of financials, hundreds of exhibits, and thousands of edits, waiting over 48-hours for a 600-page proof distribution could kill a deal in the worst-case scenario,” explained Mr. Bonventre. “We know that turn-around times of such length are not sufficient to meet customer requirements.” Prior to joining EdgarAgents, Mr. Bonventre realized that his passion for ‘patient’ care translates exceptionally well to ‘customer’ care across Financial Services.

EdgarAgents’ customer-centric ethos is one of its biggest differentiators. “It is not just what we say, more importantly, it is how we act,” explains Mr. Bonventre. “For example, our 12–16-hour industry leading proof distribution turnaround times give our business combination working groups the best chance to succeed. We know these deals may feel like the offspring of the working groups whom we support, so we treat these projects like our patients. That is how we operate 24/7/365; applying the same high-quality obsessive focus to all filing types across public markets including asset management.”

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Making the Transition to Financial Print

EdgarAgents’ success has long come from providing differentiated, best in class full-service filing services. Powered by proprietary technology, EdgarAgents distributes proofs 2-3 times quicker than any other SEC filing agent, which helps to enable high-end data compare and exceptionally high quality. “In a high-pressure business combination with two corporate teams, two sets of financials, hundreds of exhibits, and thousands of edits, waiting over 48-hours for a 600-page proof distribution could kill a deal in the worst-case scenario,” explained Mr. Bonventre. “We know that turn-around times of such length are not sufficient to meet customer requirements.” Prior to joining EdgarAgents, Mr. Bonventre realized that his passion for ‘patient’ care translates exceptionally well to ‘customer’ care across Financial Services.

EdgarAgents’ customer-centric ethos is one of its biggest differentiators. “It is not just what we say, more importantly, it is how we act,” explains Mr. Bonventre. “For example, our 12–16-hour industry leading proof distribution turnaround times give our business combination working groups the best chance to succeed. We know these deals may feel like the offspring of the working groups whom we support, so we treat these projects like our patients. That is how we operate 24/7/365; applying the same high-quality obsessive focus to all filing types across public markets including asset management.”

Additional Biographical Information on Stephen J. Bonventre, Chief Executive Officer

Prior to joining EdgarAgents, Mr. Bonventre spent sixteen years in the laboratory diagnostics industry where he worked at the intersection of his academic training and his passion for health care. Mr. Bonventre graduated from Chaminade in New York then earned a Liberal Arts degree from the College of the Holy Cross in Massachusetts with a major in Economics and Accounting. Mr. Bonventre is an inactive CPA; he previously worked to understand the enormous cost of bringing new drugs to market alongside economic researchers at the Federal Trade Commission’s Bureau of Economics in Washington, DC. Having held multiple leadership roles of increasing responsibility within the laboratory diagnostics industry, Mr. Bonventre helped design and lead major COVID-19 testing strategies during the COVID-19 pandemic: He was on-site at the U.S. Capitol leading the testing program for the 2021 Presidential Inauguration ceremony and he worked closely with the CDC to execute a published surveillance study of SARS-CoV-2 antibodies amongst first responders in New York City and Detroit.

Mr. Bonventre has traveled globally and brings diverse experience across Finance, Business Development, International Business, Operations Excellence, Change Management, Culture Transformation, and Commercial Operations. Mr. Bonventre’s passion for leading complex transformations and keeping customers’ needs at the center of all decision making led him to EdgarAgents, which he describes as, “being large enough to provide unparalleled 24/7/365 customer service and small enough to be extremely agile and adaptive to our customer’s requirements.”

Philanthropy plays a big role in Mr. Bonventre’s professional and personal life. Mr. Bonventre serves on the foundation board for a hospital in Elizabeth, New Jersey and regularly supports many

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About EA

EA is a leading financial technology partner offering a portfolio of financial content management and distribution services for public markets with clients around the globe. The company offers full-service and SaaS-based filing solutions for public markets in addition to virtual data rooms, regulatory filings, news distribution and financial printing services for public companies, private equity firms, asset managers, attorneys, and investors. EA’s proprietary workflow supports high-end data compare quality control and avails the entire working group to significantly faster turns. EA has been the #1 SEC filing agent for SPAC IPOs since 2019 and related deSPAC transactions with more experience than any other provider.

Learn more about why EA is the fastest growing public markets filing agent and financial technology service provider in the world at www.edgaragents.com, on LinkedIn at www.linkedin.com/company/edgar-agents-llc, or by contacting us at INFO@edgaragents.com or +1-212-265-3347.

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