• Services
  • Accounting
  • Tech
  • Financial
  • M&A
  • Talent
  • Accounting Services
Services
View All
Specialties
View All
News & Insights
Estate Planning Guide
Guide
Estate Planning Guide

Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.

Read More
  • Tech Services
Services
View All
Resources
Microsoft Copilot Explained
Blog
Microsoft 365 Series: Copilot Explained - Your New AI Assistant

For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.

Read More
Business Insights
Untitled design (1)-Mar-08-2024-08-50-35-9527-PM
Video
Pella Client Testimonial
"I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it."
View Now
  • Financial Services
Services
View All
Resources
Contact Us
NEWS & INSIGHTS
Website Featured Content Images
Market Commentary
Financial Market Updates

Read our latest financial market updates and sign up to receive them straight to your inbox.

Read More
  • M&A Services
Services
View All
Resources
Employee Stock Ownership Plan
Blog
Employee Stock Ownership Plan Benefits & Best Practices

Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.

Read More
Business Insights
Red Flags & Deal Accelerators in Financial Due Diligence
Webinar Recording
Red Flags & Deal Accelerators in Financial Due Diligence
When it comes to buying or selling a business, financial due diligence can uncover both warning signs and opportunities that significantly impact value.
Read More
  • Talent Services
Services
View All
Candidate Resources
Contact Us
News & Insights
HR Solutions for Employee Experience
Blog
HR Solutions That Elevate the Employee Experience
For growing businesses, the phrase “employee experience” often gets reduced to surface-level perks, but the true meaning goes much deeper.
Read More
Business Insights
BLOG
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

View All
Webinars & Events
Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

View All
Market Updates
COMMENTARY
Stay Informed

Catch up on market moves with our weekly update, featuring in-depth insights and analysis.

View All
Resources
EBOOKS & GUIDES
Download Now

Take a deep dive into challenging business topics with these free educational resources. 

View All
  • News & Insights
  • Industries
Industries

We have dedicated industry groups to ensure our clients receive tailored advice and strategies to stay ahead of the curve.

Agribusiness
Construction
Family Office
Healthcare
Manufacturing & Distribution
Nonprofit
View All
  • About
About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

Our Company
Our Team
Locations
Careers
Internships
Contact Us
  • Client Portalss
Client Portal

Log in to your relevant client portal to access your account, upload documents, or make a payment.

Make a Payment
Accounting Client Portal
Financial Client Portal
Charles Schwab Login
Send Files Securely
QuickBooks Support
Contact Us
Lutz Accounting

Beneficial Ownership Information (BOI)

Contact Us
Untitled design (2) (1)
Reminders + Deadlines
  • Entities formed BEFORE January 1, 2024: Must file by January 1, 2025
  • Entities formed AFTER January 1, 2024: Must file within 90 days of registration
  • Non-compliance penalties: Up to $500 per day (maximum $10,000)
  • If not eligible for an exemption, filing is required for corporations, LLCs, and limited partnerships formed in or registered to do business in the U.S.
  • Reports must be submitted through FinCEN's official BOI e-filing website.
  • There is NO FILING FEE for BOI reporting.
  • Be alert to scams. FinCEN will never contact you requesting filing information.
For a detailed overview of reporting requirements, exemptions, and what constitutes beneficial ownership, read our recent blog post.

 

Step-by-Step Filing Instructions

Lutz Accounting

News & Insights

Ag
Nebraska Tax Incentives for Ag Businesses
Nebraska offers tax incentives to various business types, including ag companies. This guide ...
Read More
QuickBooks
QuickBooks Online: Time, Billing, & Sales Forms
For many business owners, the work doesn’t end when the job is complete. Employee hours need ...
Read More
Nonprofit
Tailoring QuickBooks Online to Fit Your Nonprofit’s Needs
For nonprofit organizations, every dollar matters. At the same time, accurate financial ...
Read More
Family Office
The Great Wealth Transfer: Retaining the Next Generation
Most families with substantial wealth already have the documents. They likely have a will, ...
Read More
module-bg-desktop module-bg-mobile

Request a Proposal

"Make the complex simple" is something we take to heart. We understand that switching providers may seem daunting, but we are here to make it as seamless as possible.
Submit RFP