Beneficial Ownership Information (BOI) Reporting

Beneficial Ownership Information (BOI) Reporting

Corporate Transparency Act
What is BOI Reporting?

Starting in 2024, there is a new reporting requirement for Corporations/LLC's. This is NOT related to your taxes and has no connection to the Internal Revenue Service.

This is a business registration measure that falls into the area of legal compliance for your Corporation/LLC.

Click here to go to the website: https://www.fincen.gov/

Click here for Frequently Asked Questions about FinCEN reporting: https://www.fincen.gov/boi-faqs

Click here for information on possible exemptions to the BOI reporting: https://www.fincen.gov/boi-faqs#C_2

Estimated time to complete this questionnaire: 10-15 minutes
Business Registered Name*
Business Contact Name*

First NameLast Name
Business Contact Email*
example@example.com
Are you a Hash CPA Group, LLC client? *
Your FinCEN BOI Report (Select One Option Below)
How would you like to handle the filing/updating of your FinCEN BOI Reporting?*

My BOI Report is Completed: I have already completed and filed my BOI ReportI will Self-Prepare: I will file and update my own report. (No fee for this option)Assisted Preparation: I would like to have this completed for me. A fee quote will be provided in advance of processingI am Exempt: I am exempt and will not be required to file the BOI report.
Click "Next" to continue

Completed BOI Report
You answered you have your BOI Report completed

Please answer the questions below and submit this form for our records
- For more information about your BOI Report, click here to go directly to the FinCEN website: https://www.fincen.gov.
- Click here for Frequently Asked Questions about FinCEN reporting: https://www.fincen.gov/boi-faqs.
I have completed my BOI Report and I am aware of the reporting requirements*

Yes - My Report is completeNo - I am not clear on all of the requirements
Thank you. Please UPLOAD your Completed BOI Report here for all entities filed:

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CAUTION BEFORE YOU PROCEED!
- For more information about your BOI Report, click here to go directly to the FinCEN website: https://www.fincen.gov
- Click here for Frequently Asked Questions about FinCEN reporting: https://www.fincen.gov/boi-faqs
NOTE: Once you are clear on the requirements for BOI and have filed the report, please upload a copy here:

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Please answer: ALL ENTITIES in which I have a Beneficial Ownership Interest have been completed (This includes Corporations & LLC's)*

Yes - All of my Corporations/LLC's have a report filedNo - I am not clear on all of the requirements
CAUTION BEFORE YOU PROCEED!

ALL Entities in which you have Beneficial Ownership Interest needs a report filed unless there is a listed exemption

(See Section C under the FinCEN FAQ's: https://www.fincen.gov/boi-faqs )
Please Answer: I am aware of the requirements for UPDATING my report(s) and will be self-maintaining all updates*

Yes - I will maintain my own BOI reports(s)No - I am not clear on when an updated report is needed
CAUTION BEFORE YOU PROCEED!

You have selected to self-prepare your BOI report, and you will need to be aware of when an updated report might be due.
- Updated reports are due within 30 days of a change in your original report
- To learn more about what requires an updated reprot, see Section H of the Fin CEN FAQ's: https://www.fincen.gov/boi-faqs
Certification of Report Completion*

I acknowledge I have COMPLETED my BOI Report(s) for all required entities, and will be responsible for all required updates to the these reports as required. If a need arises for assistance with this reports/updates, an additional fee engagement may be required.
Submitted by (Enter your First and Last Name)*
Date of Submission*

MonthDayYear
Date
Self-Prepared BOI Report(s) Due by December 31, 2024
YOU WILL NEED TO FILE THIS REPORT FOR ALL ENTITIES

Please visit the FinCEN website to file your report(s): https://www.fincen.gov/boi

IMPORTANT NOTES:
- REPORT DUE DATE: Entities created after 1/1/2024, the first report is due by 12/31/2024
- WHO FILES: All entites you have need their own separate filing
- DISREGARDED LLC's: This includes ALL LLC's and Corporations, regardless of their tax filing status
Please answer the following questions and SUBMIT
Your BOI Report is due by December 31, 2024*

I am aware of what is needed to be filed and will be self-preparing this report (No Assistance Needed)I am aware, but I would like to get some help in preparing any/all reports needed
Thank you for your inquiry on getting some help!

WHAT IS THE NEXT STEP?
- A representative from RBSK Partners, PC will reach back out to you to gather some additional information to determine the scope fo the fixed fee engagement.
- The Minimum Fee Engagement will begin at $500 per entity.
- All fee engagements will be discussed and agreed upon in advance prior to any services provided and/or fees charged.
ASSISTANCE PROVIDED BY:
- We are working with RBSK Partners, PC to help clients seeking assistance in the filing/updating of their BOI requirements.
Request for Fee Engagement:*

I acknowledge I am requesting a fee proposal for assistance in preparation and/or filing of my BOI Report along with monitoring updates and changes to this report. I understand by checking this box I am under no obligation to engage without approval of a formal service engagement being provided. All service fee engagements must be approved in advance by a representative of the covered Corporation/LLC.
Submitted by: (Enter your First and Last Name)*
Date of Submission*

MonthDayYear
Date
I am aware this includes ALL Corporations/LLC's in which I have Beneficial Ownership Interest*

Yes- I am aware of the reports needed to be filedNo - I am not clear on what entities need to be filed
CAUTION BEFORE YOU PROCEED!

ALL entities in which you have Beneficial Ownership Interest need a report filed unless there is a listed exemption

See Section C under the FinCEN FAQ's: https://www.fincen.gov/boi-faqs
I am aware of the requirements for UPDATING my report and will be self-maintaining the updates*

Yes - I will be self-preparing and updated report(s) requiredNo - I am not clear as to when a report is needed to be updated
CAUTION BEFORE YOU PROCEED!

You have selected to self-prepare your BOI report. Please be certain you are aware fo when an updated report might be due.
- Updated reports are due within 30 days of a change in your original report
- To learn more about what requires an updated report, see Section H of the FinCEN FAQ's: https:www.fincen.gov/boi-faqs
Certificate of Self-Completion*

I acknowledge I will be self-preparing by BOI Report for all required entities, and will be responsible for all required report updates to these reports. If a need arises for assistance with these reports or updates, an additional fee engagement may be required.
Submitted By: (Enter First, Last Name)*
Date of Submission*

MonthDayYear
Date
Assisted Engagement for your BOI Reporting
Thank you for your inquiry on getting some help!

WHAT IS THE NEXT STEP?
- A representative from RBSK Partners, PC will reach back out to you to gather some additional information to determine the scope of a fixed fee engagement.
- The minimum fee engagement will begin at $500 per entity.
- All fee engagements will be discussed and agreed upon in advance prior to any services provided and/or fees charged.
ASSISTANCE PROVIDED BY:
- We are working with RBSK Partners, PC to help clients seeking assistance with the filing/updating of their BOI Report filing requirements.
Request for Fee Engagement*

I acknowledge I am requesting a fee proposal for assistance with the preparation and/or filing of my BOI Report along with monitoring updates and changes to this report. I understand by checking this box I am under no obligation to engage without approval of a formal service engagement being provided. All service fee engagements must be approved in advance by a representative of the covered Corporation/LLC.
Submitted By: (Enter First and Last Name)*
Date of Submission*

MonthDayYear
Date
Exempt from BOI Reporting
You answered you are exempt from BOI Reporting

Please answer the questions below and submit this form for our records
- For more information about exemptions from BOI Reporting, click here: https://www.fincen.gov/boi-faqs#C_2 .
I have reviewed the exemptions, and I have determined that I am exempt from the reporting requirements*

Yes - I am exempt from reporting requirementsNo - I am not clear on all of the requirements
CAUTION BEFORE YOU PROCEED!

ALL entities in which you have Beneficial Ownership Interest need a report filed unless there is a listed exemptions.
- For more information about exemptions from BOI Reporting, click here: https://www.fincen.gov/boi-faqs#C_2
Certification of Report Completion*

I acknowledge I am exempt from BOI Reporting for all entities.
Submitted By: (Enter First and Last Name)*
Date of Submission*

MonthDayYear
Date
Should be Empty:

Beneficial Ownership Information (BOI) Reporting

Your FinCEN BOI Report (Select One Option Below)

Completed BOI Report

Self-Prepared BOI Report(s) Due by December 31, 2024

CAUTION BEFORE YOU PROCEED!

Assisted Engagement for your BOI Reporting

Thank you for your inquiry on getting some help!

Exempt from BOI Reporting