Offering you peace of mind through the BOI filing process.

We understand that complying with new governmental regulations and requirements can be daunting and time-consuming for business owners. Let us help you save time and avoid stress by partnering with us to assist you with the Beneficial Ownership Information (BOI) reporting requirement (click here for more details regarding this requirement).

The benefits of partnering with Journey

• Easy-to-use client portal. Once you sign up for the service, you will be given access to an intuitive, user-friendly portal that will include step-by-step information and allow you to update and save your information as you go. Common questions/answers and definitions throughout the process are available when you need them at the click of a mouse.
• Streamlined data collection. Do you have multiple beneficial owners? Don’t waste time sending emails and documents back and forth. Our easy-to-use third-party platform allows us to easily collect and verify information for multiple beneficial owners. Additionally, our team will pre-populate any information we have on file for current Journey clients.
• Final review before submission. Typos and misinterpretations are bound to happen. Our team will provide a final review of your information to identify any noticeable (i.e., obvious-to-us) mistakes prior to filing.
• Filing the BOI report with FinCEN. After review, Journey Advisors & CPAs will release the drafted report to FincenFetch who will file the report with FinCEN and will confirm successful submission.
• Q&A support all along the way. We are only a phone call or email away from answering any questions you may have regarding the information needed to file your BOI report.