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BOI Reporting Services for LLCs and Corporations

FinCEN Experts Offering BOI Reporting Services to Beneficial Owners

BOI Reporting Services Orange County CA

Huntington Beach

There is a new federal reporting requirement for Limited Liability Companies and Corporations called a BOI Report. Unlike in the past, when the responsibility of tracking beneficial owners and registrants of business entities was  the responsibility of individual states, the federal government requires this information after enacting the Corporate Transparency Act.

We offer one-on-one, BOI Reporting Services for Single and Multi-Member Limited Liability Companies, Corporations, and S-Corporations.

What is BOI Reporting?

The Beneficial Ownership Information Report (BOIR) was implemented to enhance transparency and combat financial crimes. Managed by FinCEN (the Financial Crimes Enforcement Network), this report ensures that certain entities—including LLCs, S-Corps, and corporations—disclose accurate and timely ownership information to FinCEN.

What should I expect?

Our service starts by booking a future appointment to review your BOI Report and signing our service agreement. We’ll add you to our secure client portal and help you identify and collect the documents we need. With the information provided, we’ll prepare the BOI Report for your company, then meet with you over a video call at our virtual office to answer questions and to explain future filing requirements.

Book To Start

This is a virtual service. Use the online scheduler below to book your appointment. If you prefer to meet at our office, just ask and we’ll do our best to accommodate your request.

Service Agreement

After booking this service with a scheduled appointment, you’ll receive a link to review and e-sign our Service Agreement.

Upload ID

You’ll receive access to our secure client portal, along with a detailed list of requested documents. Please make sure all required documents are uploaded to the portal before your appointment.

Meet With Us

We’ll review the BOI Report together, answer any questions you may have, and explain future filing obligations.

Sign Authorization

After our video call, you will sign a Signature Authorization Form. This allows us to file the BOI Report on your behalf. Once it’s filed and accepted, you will receive a confirmation email containing a submission tracking number and your BOIR ID for your records.

Book a Virtual or In-Person Consultation

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