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NOTE: Willfully failing to file a BOI Report or willfully providing false information on a BOI Report can result in a criminal fine of up to $10,000 and/or two years imprisonment.

Beneficial Ownership Information Reporting

What Our Clients Need to Know
New Federal Reporting Requirement for
Beneficial Ownership Information (BOI)

Effective January 1, 2024, many companies in the United States must report information about their beneficial owners — the individuals who ultimately own or control the company — to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.


Filing is simple, secure, and free of charge. Beneficial ownership information reporting is not an annual requirement. Unless a company needs to update or correct information, a report only needs to be submitted once.
 

  • If your company was created or registered prior to January 1, 2024, you will have until January 1, 2025 to report BOI.
     

  • If your company is created or registered in 2024, you must report BOI within 90 calendar days after receiving actual or public notice that your company’s creation or registration is effective, whichever is earlier.


 

Client files BOI online
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BOI E-Filing: Quick and Easy

Collect required information: each company owner's name, date of birth, address, unique identifying number from an acceptable document like a state driver's license. You will need an electronic image of that document.

Go to: https://boiefiling.fincen.gov/

Click on BOI E-Filing > GET STARTED
 


 

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BOI E-Filing: Quick and Easy

Then click on Prepare & Submit BOIR and follow instructions on screen.

Download the FinCEN E-Filing Online Quick Reference Guide for more information.

After you complete the online form and submit, you will see a Submission Status Confirmation screen where you can download a transcript.


 

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