For CPAs and Service Providers: TaxBandits' BOI reporting solution empowers tax professionals with features that drive efficiency. Compliance reminders, customizable engagement letters ...

FinCEN reinstates BOI reporting for March 21 ... In addition, they can customize and send engagement letter templates, request e-signatures, and update their terms with ease.

Information regarding the BOI reporting requirements can be found at fincen.gov ... For more, read “Do I Really Need a New Engagement Letter for That?” (JofA, Professional Liability Spotlight, ...

This language should be included in your engagement letter with your clients ... Proactive advisory services Offer BOI compliance checks/reporting as part of your regular services. Guide on ...

The BOI reporting requirement is an anti-money laundering initiative ... Also, any accounting firm that decides to offer BOI assistance to clients will need an engagement letter. The AICPA is working ...