BOI Filing Made Easy: Live Class

Master the BOI Filing Process with Our Live BOI Class

Our Live Beneficial Ownership Information (BOI) Class is designed to demystify the new BOI filing requirements and help business owners confidently navigate compliance. Whether you're new to BOI or looking to ensure you're following the latest regulations correctly, this hands-on class will provide everything you need to stay compliant.

• What BOI is and why it matters
• Which businesses are required to file
• Step-by-step guidance on completing the BOI filing
• Important deadlines and filing strategies to avoid penalties
• ONSITE BOI FILING

Our live, interactive format gives you the opportunity to ask questions in real-time and receive personalized advice. Perfect for small business owners, accountants, and anyone responsible for BOI filings.

Join us live and walk away with the knowledge, tools, and confidence to successfully complete your BOI filings.

1. Personal Identification:
2. Government-issued ID (driver’s license, passport, or state ID) for each beneficial owner.
3. Business Documentation:
4. EIN (Employer Identification Number) confirmation letter.
5. Articles of Incorporation or Operating Agreement (for LLCs).
6. Documentation showing ownership percentages or management control structure.
7. Beneficial Owner Information:
8. Full names, dates of birth, addresses, and Social Security numbers (or other tax IDs) for anyone who:Owns 25% or more of the company,Has substantial control (e.g., executives or board members)
9. Business Address:Primary physical address of the business or registered office.
10. Device for Filing:Laptop, tablet, or smartphone to complete the online submission on the FinCEN portal.

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