Beneficial Ownership Information (BOI) Reporting

We want to ensure your business remains compliant with Federal regulations. All businesses are required to file the Beneficial Ownership Information (BOI) by December 31, 2024. BOI reporting involves providing detailed information about the individuals who own or control your company to enhance transparency and prevent illicit activities. 

For businesses formed before January 1, 2024, the deadline to file is December 31, 2024.

Businesses formed after January 1, 2024, have 90 days from formation to complete the filing. Businesses formed after January 1, 2025, will have just 30 days to complete the filing. 

If you have already completed the BOI reporting, please forward us a copy of your confirmation.  

For those who need to complete the BOI Reporting, please click here.

Who Needs to Complete the BOI Report: 

• Corporations 
• Partnerships
• Limited Liability Companies 
• Any entity that has filed articles of incorporation/organization with the secretary of state 

Who is Exempt from BOI Reporting: 

• Non-profit entities 
• Large operating companies with 20 or more full-time employees, a physical US-based office and that have $5 million or more in gross revenue 

Tips for Completing Your BOI Report: 

• Have your most recent tax return in front of you 
• Have all owners’ information, including birthdates and photocopies of their IDs, ready for upload 

If you have any questions or need guidance while completing the BOI report, please don’t hesitate to reach out to us!