Annual Report Filings

Overview

What we deliver

We prepare and submit annual reports, confirmation statements, and franchise tax filings to keep entities in good standing.

Our annual report filing service covers the recurring statutory submissions required to maintain entity good standing in the United States, United Kingdom, Canada, and Australia. In the US, we file annual or biennial reports with each Secretary of State, calculate franchise taxes for Delaware, California, Texas, and other states, and submit through the correct portal. In the UK, we file confirmation statements and CS01 updates with Companies House. In Canada, we file annual returns with Corporations Canada and provincial registries, and in Australia we lodge annual company reviews with ASIC. We track due dates, prepare officer and director information, reconcile registered agent and address details, and pay agency fees on time. Where penalties or administrative dissolution have occurred, we handle reinstatements. Every filing is logged in a central compliance calendar so finance and legal teams have one source of truth for entity status across all jurisdictions.

Fit Check

Built for teams like yours

Who it's for

Multi-entity US corporations
UK private limited companies
Holding company structures
Funds and SPVs
Foreign-qualified businesses

Pain points we solve

Missed filing deadlines and penalties
Loss of good standing status
Administrative dissolution risk
Fragmented entity records
Franchise tax surprises

What's included

Capabilities

Everything we cover in this engagement.

Annual and biennial state report filings
Delaware and California franchise tax filings
UK confirmation statement filings
Canadian annual return filings
Australian ASIC annual review filings
Officer and director updates
Reinstatement of dissolved entities
Centralized compliance calendar

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Entity inventory

We build a full list of entities, jurisdictions, and due dates.

02

Data collection

We confirm officers, directors, addresses, and registered agents.

03

Prepare filings

We draft each report with current data and franchise tax calculations.

04

Submit and pay

We file through agency portals and remit fees on time.

05

Confirm and archive

We retrieve confirmations and store them in the entity record.

What you get

Deliverables & outcomes

What you get

Entity compliance calendar
Filed annual reports and confirmation statements
Franchise tax calculations and receipts
Updated officer and director registers
Good standing certificates on request
Quarterly compliance status report

Outcomes you can expect

Continuous good standing across jurisdictions
Zero administrative dissolutions
Predictable franchise tax planning
Single source of truth for entity data
Lower legal exposure during diligence

Timeline

1 to 4 weeks per filing window

Engagement

Monthly retainer, Project, Sprint

Tools we use

CSC, CT Corporation, Harbor Compliance, Companies House WebFiling, ASIC Connect

KPIs we track

On-time filing rate, entities in good standing, franchise tax accuracy, days to confirmation, reinstatements required

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

Proof