SOS Filings

Ensure your Secretary of State (SOS) Filings are completed accurately and on time with our experienced team of legal and compliance professionals. At 3H Compliance Group, we understand that having your documents filed correctly can be critical to success, which is why we strive to provide you with the best possible service every time.

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SOS Filings 101

A majority of states require some form of periodic report – typically annually or biennially – to be filed with their Secretary of State. In most states, companies are required to provide updated information such as addresses, officer/director, and appointed registered agent in their periodic report. Some states require additional information about revenue, assets, stock, and paid-in capital.

Tracking due dates in multiple states and filing on time is often time-consuming and complex. A company that registers in multiple states will have due dates at different times.

Companies spend countless hours and resources managing these reporting requirements on their own. Tracking deadlines, gathering information, completing forms, and navigating e-filing portals, can be a time-consuming and frustrating process. The complexity increases for organizations with multiple entities that are registered across multiple states.

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Save Time and Money on SOS Filings with 3H Compliance Group

  • Everything In One Place

  • Streamline SOS Filing Payments

  • DOI Filings

  • Surplus Lines Tax Filings

Everything In One Place

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When you choose 3H Compliance Group to manage your SOS filings, you gain access to our cloud-based platform, Creative Compliance Hub. You'll have 24/7/365 access to all your filings and supporting documentation, in one place, giving you peace of mind while we manage your periodic reports in a timely fashion.

Streamline SOS Filing Payments

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With our streamlined and efficient service, you no longer have to juggle multiple sites or worry about missed deadlines. Leave it to us to ensure your business stays on track with our comprehensive tracking system.

And it doesn't end there. Our user-friendly tools and accessible online dashboard provide round-the-clock access to critical policy, licensing, and filing history information. Say goodbye to the hassles of SOS filing compliance and focus on what really matters – watching your business thrive.

DOI Filings

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We help surplus lines brokers meet compliance obligations, saving money in penalties and fines with our professional expertise and guidance. 3H Compliance Group specializes in surplus lines compliance, covering everything from initial policy reporting to tax filings for excess and surplus lines insurance. Our team is well-versed in the unique requirements of each U.S. state and territory, so you can focus on your business while we handle the details.

Surplus Lines Tax Filings

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Tracking different state timelines on premium tax collection can be hard to keep up with while you're trying to run your business. Due dates for surplus lines tax filings vary by state and range in frequency from monthly to annually. Late filings can result in significant fees, and some states even calculate interest on unpaid premium taxes daily. When you work with us, you can rest assured that we're on top of it - and you'll have full visibility to everything, whenever you need it - so you don't have to worry about late fees.

What Our Customers Have to Say

Dave Quinn

President

NAESIP

"I cannot overstate the value of their recommendations. They approached us with a strategy to change the way we manage our annual licensing fees. In the past, they all came up at roughly the same time which required us to come up with a lot of cash to cover them. Now, we’re paying out smaller amounts each month, which is much easier for our business to manage. It’s really valuable to have the kind of knowledge, expertise, and technology the 3H team puts to work on our behalf."

Chris Peterson

President

Chris-Leef General Agency, Inc.

“We started working with 3H in 2014, following multiple referrals. At that time, we had just acquired an agency and were looking for a way to eliminate liability associated with insurance compliance-related filings. The cost analysis of having to undertake this work internally didn’t make economic sense and so we engaged 3H. Our decision to do so has proved to be beneficial and very valuable; we have been extremely impressed with their services ever since.”

 

Les Ross

Executive Vice President

Jencap Group

“The overall compliance topic is very important to our Group, including the core issues of ensuring that we have appropriate licenses and business registrations – and that they are properly maintained in a centralized/uniform manner. The 3H team has played an instrumental role in working with us to establish a national protocol that effectively addresses these elements of our compliance effort.”

Coryn Thalmann

CEO/COO

Jimcor Agency, Inc.

“We have been working with 3H Compliance Group for over 18 years. They have been doing all our licensing since then and we have never had a problem. They are extremely reliable, and therefore, we never have to follow up or worry that our license did not get renewed. When we have had an inquiry, they are and have been extremely responsive and courteous. I highly recommend them.”

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