BOI Reporting Services
FinCEN beneficial-ownership reporting, filed correctly and on time. A small form with big penalties if it's missed.
The engagement, in a nutshell.
Every Alpine Mar boi reporting services engagement is built on the same four commitments.
- 01
Experienced point of contact
Your engagement is led by an experienced professional — partner, director, or manager — not handed to a junior once you sign.
- 02
Scoped, transparent pricing
Scope and price are agreed before we start, so there are no surprise invoices. Anything outside that scope we quote and agree with you first.
- 03
Year-round attention
We work the calendar, not just the deadline. Quarterly check-ins by default.
- 04
Modern finance stack
Cloud books, AI, automation, and secure portals. Work moves faster without losing rigor.
From first call to closed loop.
Four predictable steps. No surprise scope creep, no junior handoffs, no hourly meter ticking on routine questions.
- Step 01
Intro call
An introductory call including the senior lead who'd run your engagement. We cover scope, timing, and fit.
- Step 02
Discovery
We look at your books, prior filings, and stack. You get a scoping memo and a flat fee.
- Step 03
Engagement
Work is delivered by a senior team. You see drafts, not silence, with weekly status by default.
- Step 04
Wrap-up
Deliverables ship with a written summary. You keep working with the same team next round.
The detail, if you want it.
The full breakdown of how we approach boi reporting services — written for clients who want to see the rigor before signing on.
File your BOI Report quickly and effortlessly with our industry experts who ensure accuracy, security, and compliance. Trust our licensed CPAs to provide unparalleled support and tailor-made solutions for your reporting needs.
Important Update:
Good news for business owners: The U.S. Treasury Department has confirmed that domestically-owned companies are no longer required to file Beneficial Ownership Information (BOI) reports.
What This Means for You:
If your business is fully domestically owned, you are no longer subject to BOI reporting obligations under the Corporate Transparency Act (CTA).
Still Pending:
Guidance for foreign-owned companies is still expected. We'll update this page as more information becomes available.
Have Questions?
If you have questions about how this update impacts your business—or if you have BOI-related needs, we're here to help.
Pricing tiers (verbatim):
$99 per entity — One-time Filing. Best for businesses not anticipating any changes to BOI structure any time soon. Beneficial Ownership Information (BOI) Report filed with FinCEN; Automated, secure beneficial owner data collection; Guided BOI filing experience; Secure storage of information for future filings with Alpine Mar.
$150 per year, per entity — Unlimited Filing Subscription. Best for businesses anticipating changes and the need to report BOI updates to FinCEN in the next year. All the one-time filing benefits plus Unlimited Change of Information filings at no extra cost.
Custom Cost — Enterprise Filing. Best for high volume needs looking for efficiency and compliance. Work with a dedicated representative for a custom reporting experience to keep your entities in compliance. All the one-time filing benefits; Unlimited Change of Information filings at no extra cost; Work with a dedicated representative.
Why Choose Alpine Mar for BOI Reporting?
Expertise that Matters — When it comes to BOI reporting, Alpine Mar is the gold standard for compliance. Our team of experienced professionals and CPAs possesses in-depth knowledge of BOI reporting regulations and requirements. Whether you're an individual entity owner or a corporate entity with complex ownership structures, we can take care of your BOI reports.
Technology for Maximum Efficiency — We leverage modern technology to streamline the BOI reporting process, making sure that your filings are not only compliant but also handled with the utmost efficiency. Our state-of-the-art software, combined with the expertise of our licensed CPAs and BOI filing experts provides a seamless and secure reporting experience.
Maximum Compliance — Our top priority is to ensure you meet all BOI reporting obligations. Our experts meticulously review your entity's structure and ownership details to guarantee maximum compliance with regulatory standards. By doing so, we minimize the risk of penalties or non-compliance issues, protecting your business from potential financial and legal repercussions.
Custom Solutions for Complex Needs — If you have more than 5 entity filing requirements or entities with more than 6 beneficial owners, we offer custom solutions tailored to your specific needs. Contact us here for personalized assistance.
Understanding BOI Reporting
Beneficial Ownership Information (BOI) reporting is a crucial aspect of corporate transparency and anti-money laundering efforts. It requires entities to disclose information about their beneficial owners, including individuals who directly or indirectly control the entity.
What is a Beneficial Owner?
A beneficial owner is an individual who either directly or indirectly: (1) exercises substantial control over a reporting company, or (2) owns or controls at least 25 percent of a reporting company's ownership interests. Because beneficial owners must be individuals (i.e., natural persons), trusts, corporations, or other legal entities are not considered beneficial owners. However, in specific circumstances, information about an entity may be reported in lieu of information about a beneficial owner. Read more on the FinCEN website.
History of BOI Reporting
BOI reporting regulations were introduced as part of the 2017 Corporate Transparency Act, aimed at combating financial crimes such as money laundering and terrorist financing. The Act mandates entities to provide accurate and up-to-date information about their beneficial owners to government agencies, enhancing transparency and accountability in corporate structures.
Want to know if you're an exempt reporting entity? Check here.
We worked with Kevin / Alpine Mar to help us when we were out of our element with a tax issue. I decided to seek professional advise on the situation and that is exactly what we received is professional service and knowledge. My wife and I are very happy with all of the hard effort put into the job and would recommend using them to any of our friends.
Danny Colavecchio
Google review · 4 months ago
Industries we run this for.
Specialized playbooks for the verticals we know best — benchmarks, deductions, and tax positions that don't need explaining.
- Construction Given all of the moving parts involved, our ability to manage the specific accounting and tax complexities makes us an invaluable asset to your budget. Learn more
- Family Office As families look to safeguard their assets for future generations, they need someone they can depend on. Learn more
- Healthcare We navigate the tax complexities associated with the industry and minimize their tax expense by using all of the available deductions. Learn more
- High Net Worth We help our high net-worth clients analyze their entity structures and various types of taxable income to strategically minimize the taxable impact. Learn more
- Law Firms Professional service firms, including law firms, turn to Alpine Mar for a full-service, outsourced accounting function and ongoing tax advice. Learn more
- Marketing Agencies Creative service providers, trust Alpine Mar to provide a comprehensive suite of services, including financial management and strategic guidance. Learn more
- Real Estate We help plan for each transaction, understand all available deferral options, and maximize each year’s deductions. Learn more
- Sports & Athletes From professional and collegiate athletes to performers at packed concert venues, our clients spend their time sharing their talents. Learn more
- Crypto Individuals and businesses that trade in digital assets rely on our team for compliant reporting and tax optimization. Learn more
- SaaS We help SaaS companies with accurate revenue recognition, cash flow management, key metrics, and tax compliance. Learn more
- Startups We provide essential financial management, strategic planning, and accounting expertise to support early-stage and high-growth companies. Learn more
A strategy that works
as hard as you do.
You'll hear from us before tax season, not just during it. Our team stays close to your financials year-round, flagging opportunities and managing compliance.
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National and international expertise
Single-state, multistate, or cross-border, our CPAs know the complexity and know how to navigate it without leaving money on the table.
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Proactive approach
We don't wait for deadlines to find savings. We plan ahead so you're always in a better position than you were last year.
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Adapted to your needs
Individual, small business, S-Corp, or multijurisdictional, your situation is specific and our service should be too.
Often booked alongside this one.
All services-
Entity Structuring
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S Corp CPA & Accounting
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Payroll Compliance Services
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Before you book the call.
Quick answers to the things most people ask before signing on for boi reporting services.
How quickly can we start?
We schedule an intro call within a few business days and can begin scoping the same week.
How are fees structured?
BOI Reporting Services is quoted as a fixed fee with a clearly scoped deliverable, after the intro call. We don't bill by the hour for known scopes. Ongoing work (like monthly close or fractional CFO) is a flat monthly retainer.
Will I work with the same person, or get passed around?
The experienced lead you meet on the intro — partner, director, or manager — is the one running your file, supported by the wider team. You keep the same point of contact rather than getting passed around, with senior review on every deliverable.
Are you taking new clients?
Yes. We're actively onboarding new clients year-round, and we pace intake so our team can hold the service standard the firm is known for.