LanaDallas
Level 2
03-27-2024
02:55 PM
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If you filed BOI reports for your clients, which form did you use to authorize filling it on their behalf? Can I use the language in the engagement letter as proof of authorization?
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Strongsilence-C PA
Level 10
03-27-2024
03:07 PM
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BOI is involved and complicated, it is a legal issue, and the law is not settled. Get guidance. I use Spidell and CNA (insurance provider for the AICPA) and the resources at fincen.gov