Join One of Our Hands-On Workshops!

  • Complete your Beneficial Owners Information (BOI) report in real time.
  • Receive step-by-step guidance.

What to Expect:

  • These sessions are not training on the necessity or nature of a BOI report.
  • Real-time assistance for those who know they must complete a BOI report. Visit FinCEN's BOI FAQs to see who must report.
  • No tax or legal advice will be provided.

What to Bring:

  • USB drive to export your report if submitting to FinCEN. NOTE: A printer will not be available.
  • Business EIN and/or SSN, along with a digital copy of the front of your driver’s license in .pdf, .jpg, or .png format. NOTE: If you have a FinCEN ID, you do not need to upload a photo ID.

Registration: Choose one of four sessions on December 19, 2024.

Disclaimer: This workshop is instructional. Participants are not required to submit/send their BOI report at the end of the walkthrough.

 

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