• Services
  • Accounting
  • Advisory
  • Financial
  • M&A
  • Talent
  • Tech
  • Advisory Services
Services
View All
Resources
The Art of Budgeting
Recording
The Art of Budgeting + Smart Saving Strategies
Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
Watch Now
Business Insights
Comparing Business Valuation Methods
Blog
Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
Read More
  • 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
Selling a C Corporation
Blog
Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

Read More
Business Insights
Post-Acquisition Checklist
Guide
Post-Acquisition Checklist for a Seamless Transition
To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
Read More
  • Talent Services
Services
View All
Candidate Resources
Contact Us
News & Insights
Overcoming Bias in Recruitment
Blog
Unconscious Bias in Recruitment: How to Overcome It
Learn how to take the bias out of recruitment and build a diverse, talented workforce with these tips.
Read More
  • Tech Services
Services
View All
Resources
When to outsource your IT
Blog
How to Know When It's Time to Partner with an IT Pro

One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.

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
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
  • 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
Offices
Careers
Internships
Contact Us
  • Contact
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

Client Advisory Services
Mileage Reimbursements Aren't Always Non-Taxable: Why Accountable Plans Matter
Many business owners reimburse employees for vehicle use. Mileage is tracked, a check is cut, ...
Read More
Accounting
Budgeting Tips for Business Owners & High Earners
When your income rises, so does the temptation to spend more freely. While success brings ...
Read More
Private Practice
What Medical Practices Need to Know for 2026
2026 brings meaningful tax, payroll, Medicare, and compliance changes for independent medical ...
Read More
Client Advisory Services
How Good Accounting Helps Your Business Grow
Think of all the business decisions you’ve made over the past month. How many involved money? ...
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