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 10, 2024.

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