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BOI Filing
Beneficial Ownership Information Filing with FinCEN

The BOI Filing is a new requirement through FinCEN (the Financial Crime Enforcement Network).  This requirement is part of the Corporate Transparency Act.  Many small businesses are now tasked with having to file a BOI report.  To check if you are required to file a BOI report you can take a look at the FinCEN's FAQ here.

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At Marietti Accounting Services LLC we approach the BOI filing as an additional aspect of your company's annual compliance and are happy to help you with the requirement.  We have put together two different packages to help you with your BOI compliance.  Our one-time submission package comes with a one-time filing with FinCEN for one entity.  Our annual package comes with up to 5 filings in a year for one entity and a discount on subsequent filings.

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Both services come with the opportunity to receive a discount on other business services with our firm.

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A signed engagement letter will be required for all services.  A blank engagement letter can be found below.  A copy for your signature will be delivered to your email when you purchase your service.

Pricing

Our BOI Filing Quick Guide EBook is for business owners who want to learn more about the Beneficial Ownership Information (BOI) report filed with FinCEN.  

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This is perfect for company owners seeking more information or who want to try to file on their own.

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This book starts with the background of the BOI report and which companies are required to file.  From there it dives into the determining who beneficial owners for a company are and who company applicants are. 

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After the reader has determined the reportable parties the book guides the reader on what information needs to be collected and reported.

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The end of this guide includes step-by-step filing instructions and screenshots from the application.  

Our single submission plan includes one Beneficial Ownership Information (BOI) report filed with FinCEN.  

 

Perfect for companies that are not planning on having any changes to their BOI information in the next year.  

 

Includes:

  • Option to register for a FinCEN number with your BOI filing

  • Company Dashboard

  • Email support

  • Access to client discounts on our services and partner software programs including:

    • Bookkeeping with our firm

    • Tax preparation with our firm

    • Tax Planning with our firm 

    • Tax Resolution with our firm 

    • Payroll Services

    • Access to our extensive referral network of providers

    • Software discounts through our preferred partners

Our annual plan includes up to five Beneficial Ownership Information (BOI) reports filed with FinCEN annually for one entity.  

 

Perfect for companies that are planning on having any changes to their BOI information in the next year.  This package also comes with a discount on additional filings if the company needs more than 5 submissions during the year.  

 

Includes:

  • Option to register for a FinCEN number with your BOI filing

  • Company Dashboard

  • Email support

  • Access to client discounts on our services and partner software programs including:

    • Bookkeeping with our firm

    • Tax preparation with our firm

    • Tax Planning with our firm 

    • Tax Resolution with our firm 

    • Payroll Services

    • Access to our extensive referral network of providers

    • Software discounts through our preferred partners

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