As a result of the enactment of the Corporate Transparency Act (CTA), many businesses will be required to file a Beneficial Ownership Information Report (BOIR). Basic questions about this mandate are answered below.
The filing of the Beneficial Ownership Information Report (BOIR) is required when an entity has one or more individuals who, directly or indirectly, own or substantially control at least 25% and the entity is structured as one of the following:
• Limited liability company (including single-member LLC)
• Limited liability partnership
• Limited partnership
• General partnership
• S-Corporation
• C-Corporation
• Business trust
Applicable entities created or registered with the Secretary of State prior to January 1, 2024 must file their initial BOIR before January 1, 2025.
Entities formed after January 1, 2024 must file their initial BOIR within 30 days of receipt of their Secretary of State registration notice or within 30 days of public notice by the Secretary of State, whichever is earlier.
If the above criteria apply to your business, then you will need to file the BOIR or have it filed on your behalf. The BOIR must list the following information for each individual described above:
• Name
• Date of birth
• Address
• A unique identifying number such as a driver’s license, passport, etc. with an image of such document.
The BOIR must be filed electronically through the Financial Crimes Enforcement Network (FinCEN) at https://www.fincen.gov/boi. Failure to file the BOIR, when you are required to do so, may result in severe civil or criminal penalties.
FinCEN provides these assurances regarding the BOI Registry:
• NOT accessible to the public.
• NOT considered public records.
• NOT subject to the Freedom of Information Act (FOIA) or requests by the public under the Corporate Transparency Act.
You can learn more about the BOIR and the Financial Crimes Enforcement Network (FinCEN) at https://www.fincen.gov.
We provide website links on this page to help you navigate and file the BOIR on your own. However, if you have a simple business entity structure and you would like us to file the BOIR on your behalf, then we will do so for a filing fee of $175.
If your applicable business entity is active or inactive and you do not plan to operate it after December 31, 2023, then you can complete an official dissolution with the Secretary of State where the business is registered.
If your business is registered in Ohio, then you can follow the link below to learn more.
How to Dissolve or Cancel a Business Entity - Ohio Secretary of State
Where applicable, the management/owner is responsible for your company’s compliance with the Corporate Transparency Act (CTA), and for ensuring that any required reporting of Beneficial Ownership Information (BOI) is prepared and timely filed with the Financial Crimes Enforcement Network (FinCEN). IDL Financial Systems LLC can act as an agent for filing the report; however, we do not render any legal services as part of our engagement. Beyond this notice, we will not be responsible for advising you regarding the legal or regulatory aspects of your company’s compliance with the CTA. If you have any questions regarding your company’s compliance with the CTA, including but not limited to whether an exemption may apply to your organization or to ascertain whether relationships constitute beneficial ownership under CTA rules, we strongly encourage you to consult with qualified legal counsel experienced in this matter.
Click the button below to pay $175 at our payment center. After payment is confirmed, we will contact you to collect the information required for filing your BOIR.
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