Beneficial Owner Information Report

New clients often come to us with various regulatory problems, and meeting state and federal requirements can be confusing and complicated.

Beneficial Owner Information Report - BOI Reporting Manhattan

Business owners are required to file a Beneficial Owner Information Report to disclose their beneficial owners. This filing applies to LLCs, S Corps, C Corps, some Trusts and Estates, and any entity registered with a State. We can prepare this report for you and submit it to FinCEN by the required deadline.

The full definition and all exemptions to whom constitutes a beneficial owner or company applicant can be found here.

BIO Reporting Manhattan, Beneficial Ownership Information Reporting Wall Street

BOI Fees

Single Owner Entity – $249 Flat Fee

Multiple Owner Entity – $399 Flat Fee

Tax Relief Is Here

Let us help with your back taxes, unfiled tax returns, and tax notices. Contact our CPAs for tax relief. Call for a free consultation on how we can resolve your tax problems.

This optional audit package is $50 per month and includes complete audit support.
Please add your questions or concerns regarding services, and/or details regarding your situation.
  • David was recommended to me by a friend and I needed someone who could help me sort out my disorganized tax situation. As a new freelancer I had some kinks... read more to work out. David gave great advice and was very patient with me while I asked many questions and got my information together. If I emailed with a question or concern he was quick to give me a call back. I'd definitely recommend his services to anyone looking for a friendly and trustworthy accountant.

    Taylor Harvey Avatar Taylor Harvey
    June 15, 2019

    David and his team are wonderful. Easy to deal and communicate with, VERY timely, and he does a stellar job. I’d highly recommend him! Thank you David for such great work!... read more Very few CPA’s like him.

    Andrea Harper Avatar Andrea Harper
    February 10, 2022

    David and his team have been a great help in filing our taxes and I can highly recommend him. We engaged him for amending our 2018 tax filing and he... read more was able to identify large savings vs our TurboTax filing turning a notification of late payment into a tax refund. We again used him for our 2020 tax filing. He is very responsive and efficient, delivering the returns with minimal input needed.

    Clemens H. Avatar Clemens H.
    October 15, 2021

    David is great! Thorough, fast response to questions, and breaks down things in plain English for my elementary level understanding of taxes. Would highly recommend.

    Kyle Resto Avatar Kyle Resto
    January 16, 2020
  • David answered all my questions almost immediately. He is very knowledgeable. I felt in good hands.

    Karen V Avatar Karen V
    May 24, 2021

    David is very professional, responsive, and always manages a great return for me. In addition, David reviewed a tax penalty from a previous return and saved me significant money in... read more penalties. I highly recommend David for any tax needs!

    Gerard Rebalsky Avatar Gerard Rebalsky
    February 24, 2021

    David was personable, a good value, and very efficient. Very much made my life easier this year despite complicated taxes.

    Michael Spoelstra Avatar Michael Spoelstra
    February 14, 2021

    David Beck CPA was professional, responsive, and a very seamless process. It was the first time I worked with David and his team and my experience was a total 5-star. The... read more team explained the questions I had, was prompt with responses, and very organized with the way they handled the tax prep. I do wish I received a little more advise on areas I can optimize tax liabilities or tax strategies, but wasn't sure if that was a more tailored service beyond tax prep. All in all, definitely recommend!

    Milo Parra Avatar Milo Parra
    May 26, 2021
  • I reached out David blindly based on reading good reviews because I needed help addressing an issue with the IRS regarding a past filing. David was very responsive and... read more immediately understood my issue and how to resolve it. David's overall process is very professional and secure and can be managed remotely (as I did). After resolving this issue, I asked David to amend a couple past returns. I've now decided to start using David instead of TurboTax to do complete my taxes so I don't have to worry about fixing issues down the road.

    John Habbouch Avatar John Habbouch
    February 6, 2022

    David is great! My partner and I have worked with him for the past couple of years and have grown to trust him a great deal. He is responsive and... read more makes us feel like we are his number one priority. I would highly recommend him if you are looking for a CPA with superior integrity and the interests of his clients in mind.

    Spencer C. Bennett Avatar Spencer C. Bennett
    May 25, 2021

    After a crazy year of unemployment due to Covid, David Beck was able to get use the max tax refund. I will continue to use David Beck CPA for all... read more my tax needs. He and his team are good at what they do and they were able to review and turn in my tax return once I had everything uploaded to their secured portal. I highly recommend them.

    david Wolgemuth Avatar david Wolgemuth
    May 23, 2021

    If you need a no hassle relationship a get it done type of attitude a no excuse and results first type of person. You found it with this guy! Boom... read more this guy is amazing at his job! Thank you for all you do!

    Bob Carnathan Avatar Bob Carnathan
    May 21, 2021
  • Have only good things to say about this professional. David kept me informed about what information he needed from me and what i should be paying in taxes throughout the... read more year. His staff were nothing but kind and I am certain that I will keep using him for my taxes for years to come.

    Igor Shtarkman Avatar Igor Shtarkman
    August 26, 2020

    David was very responsive. Was able to get the final documents filed within less than 4 days. Thanks for all your help. Highly recommend.

    Tami Deitchman Avatar Tami Deitchman
    April 9, 2020

    David Beck is the absolute best at what he does. This firm is highly recommended, because it is a very personable experience. David and his team go out of... read more their way to answer any questions one may have. They provide thorough and correct information to you when needed and will answer any questions. Do not hesitate to have your finances managed by David Beck CPA, his expertise will assist you in the future for proper management and growth of your assests, be it personal or corporate income.

    Daniel Estevez Avatar Daniel Estevez
    July 7, 2021

    Second year in a row using David's services. So fast, so professional, so 21st century! Not only uploading my info without USPS, not only e-file my return and, again, no... read more USPS, but even my payment to NYS automatically came out of my checking account, no check to write, no waiting for the payment to clear! Everything about the process is streamlined and I feel very well taken care of! 🙂

    Newmark Digital Presentations Avatar Newmark Digital Presentations
    March 21, 2022
  • Easy to work with, reasonably priced, quick and very clear on what he needs to get the job done. The whole experience from start to finish was very buttoned up.... read more He answered all my crazy questions and made a process that is normally scary to me very simple and easy.

    Julie Turkel Avatar Julie Turkel
    September 18, 2019

    Great experience with David and his employees. He finished my taxes in about 24 hours. Him and his staff were very responsive. All of his positive reviews... read more are accurate. I will definitely use him next year.

    Emily Mann Avatar Emily Mann
    May 16, 2021

    I had a CPA for 15 years, who retired. I had to find a new CPA and read reviews on David Beck and thought I will give him a... read more try. I am so happy I did. He is very knowledgeable about small business taxes, quick to respond and explains ways to help you save on taxes. I promise you will not be disappointed.

    Jill R Avatar Jill R
    June 17, 2019

    Went through a few accountants before I found David. He is very knowledgeable, cost efficient and extremely attentive to all of my tax needs. Through my countless tax questions, David... read more has been able to answer all my questions and put me at ease with my finances.

    Margarita Bartasunaite Avatar Margarita Bartasunaite
    May 28, 2019
  • David is extremely knowledgeable and responsive. Whenever I had any questions or concerns, he addressed them quickly and decisively. I would absolutely recommend his services.

    Ryan Brauchler Avatar Ryan Brauchler
    September 6, 2019

    I was in a pretty bad place financially when it came to back taxes I owed and neglected to file. I was embarrassed and nervous about my situation. I am... read more very glad I discovered David. David and his team could not have made it any smoother. They made the process of filing 3 years of back taxes effortless. I highly recommend.

    vgabruzzo . Avatar vgabruzzo .
    May 15, 2020

    This was my first time using a CPA rather than using in home software to do my taxes. David was awesome. The process was very quick and simple. He was... read more also very quick to respond to to any questions asked. I will definitely be returning next year!

    John Harrison Avatar John Harrison
    March 1, 2020

    David Beck is one of a kind. He has helped me launch my business and I was able to save a significant amount of money in taxes this year!... read more He is incredibly responsive, and I highly recommend his services. Would give 100 stars if google gave me the option! Thank you David!

    Aaron Helisek Avatar Aaron Helisek
    March 14, 2020
  • I have been doing my taxes for years but this year needed a CPA. After talking to a number of experts, I chose David Beck after talking to him on... read more the phone a few times. The experience with his work and expertise was perfect. David stressed he would only do what his profession allowed and always to the highest standards. I guess the question is would I use him again. The answer is yes. I was completely satisfied with his work and he took the time to walk though the entire return including what is allowed under the new covid rules. I have no reservation in recommending him for your return or CPA needs.

    JON MUKRI Avatar JON MUKRI
    May 19, 2021

    They made entire process easy. David is on top of all the recent tax laws and changes. David Beck and his office staff are professional and very responsive. I will... read more use this business again.

    Angela Jones Avatar Angela Jones
    February 27, 2021

    February 14, 2022 David Beck is a fantastic CPA! I’m immensely grateful for his tax law knowledge and his filing expertise. Last year, after my mother passed away, my tax situation... read more turned very complex. Currently, I need a CPA well-versed in estates and trusts. Mr. Beck was one of 3 CPAs I researched and consulted. I found that he’s clearly the most qualified, responsible, and dedicated. I also appreciate his methods of operation. Firstly, Mr. Beck charges a flat fee for each tax return I must file. The other accountants gave me ballpark estimates that were alarmingly steep. Conversely, Mr. Beck’s fees are reasonable. I’m also thankful for Mr. Beck’s weekend hours, ideal for my husband and me. Moreover, during my first contact, Mr. Beck immediately put me at ease. I found him calm, attentive, kind, and well-versed in my tax matters and concerns. When emailing questions to Mr. Beck, you can rely on him for timely answers. Plus, in all his communications, you feel his genuine concern for clients. His responsiveness is proof. So, from my experience, Mr. Beck is an upstanding CPA. He has my utmost confidence. I recommend him wholeheartedly!

    Arlene Ramos Avatar Arlene Ramos
    February 14, 2022

    I reached out David blindly based on reading good reviews because I needed help addressing an issue with the IRS regarding a past filing. David was very responsive and... read more immediately understood my issue and how to resolve it. David's overall process is very professional and secure and can be managed remotely (as I did). After resolving this issue, I asked David to amend a couple past returns. I've now decided to start using David instead of TurboTax to do complete my taxes so I don't have to worry about fixing issues down the road.

    Bassem Habbouch Avatar Bassem Habbouch
    February 6, 2022
  • The best! Honest, straightforward and easy to work with. David’s process is quick, and accurate each time. I’m so glad I found him.

    Stacy J Avatar Stacy J
    May 19, 2021

    Super efficient, great communication & very knowledgeable. Booked my next year’s tax preparation immediately thereafter. Highly recommended!

    Luis Marin Avatar Luis Marin
    January 9, 2020

    David was awesome. I relocated from the East Coast, and needed someone back on the East Coast to help me prepare my taxes. David was responsive, knowledgeable,... read more incredibly patient with me, and most importantly sorted out my taxes with accuracy. I will need him again next year, and highly recommend David without hesitation.

    Cheryl Lucas Avatar Cheryl Lucas
    October 16, 2019

    I file as a 1099 with my taxes, It was time to take care of them. I don't make quick decisions when it can have a negative impact on... read more my life if I choose quickly or based on price. As we all think I want the best value for my dollar. That doesn't always equate to the lowest price. I narrowed the field to a select few. Then realized what I do for a living and I'm not always the cheapest nor will I be. It's about doing what's right being able to trust who you work with. I tell people all day long, if you find anyone in a field you need service and can trust them, you keep them! I need someone I can trust in their field and knows what they are doing, a professional. Along with service and someone that will do their best. Back to the old saying you get what you pay for. I chose David, I'm so glad I did! he has a lifelong customer and everyone in my office has his information now! After he completed all I asked of him I'm still in shock & disbelief on how fast he took care of everything I asked! Absolutely hands down the best choice I could have made!

    Jeff Cunningham Avatar Jeff Cunningham
    September 26, 2019
  • David was fantastic with my taxes. He was professional and highly responsive throughout the process. Importantly, he was able to clearly explain the nuances of my taxes to me, someone... read more who’s not the best with taxes despite having an overly complicated return. I’m glad to have found his firm and will hopefully be using him for years to come.

    Sam Sixt Avatar Sam Sixt
    October 8, 2021

    Couldn’t be happier with the service that was provided. David was very knowledgeable, personable, and completed our amended return (that I had done incorrectly) the same day we uploaded our... read more info to him. Highly recommend!

    Arlene Currie Avatar Arlene Currie
    February 28, 2020

    I am very pleased and happy I found David to help my brother Ricardo with his taxes. David is very professional, Trustworthy, and knowledgeable he responded to... read more all of our questions promptly. I am recommending my family and friends to David for any accounting and tax matters. David, you did an excellent job. Thank you. Ana and Ricardo.

    Ana Martinez Avatar Ana Martinez
    May 21, 2021

    David is top notch. I spent years filing my own taxes and/or using traditional brick and mortar institutions. After I received a blindsided, huge tax bill 6 months... read more after filing with an institution, I searched online for a competent CPA ASAP. Thankfully, I found David and he found major errors that company made on my taxes that year and 2 years prior. He saved me over 15k. I will continue to use David and recommend him highly. This guy is a gem!

    Trent Baca Avatar Trent Baca
    May 30, 2019
  • David and team were extremely professional and handled my relatively complicated domestic / international taxes with ease. They followed up with me to keep me on track and were always... read more helpful. Can't wait to work with them again

    Thomas HOUSLEY Avatar Thomas HOUSLEY
    May 21, 2021

    David Beck CPA was professional, responsive, and a very seamless process. It was the first time I worked with David and his team and my experience was a total 5-star. The... read more team explained the questions I had, was prompt with responses, and very organized with the way they handled the tax prep. I do wish I received a little more advise on areas I can optimize tax liabilities or tax strategies, but wasn't sure if that was a more tailored service beyond tax prep. All in all, definitely recommend!

    Camilo Parra Avatar Camilo Parra
    May 26, 2021

    David was fantastic to work with. I have been dreading figuring out my taxes, I filed for an extension this year and still ... waited til the last minute. He... read more was so easy to work with, set my mind at ease, found missed deductibles from years past and was super responsive. He was super patient as I got everything together, friendly and always willing to chat it through and answer my questions. The best tax experience I can imagine, and I owed less than I expected which is a relief and an added bonus. His pricing is affordable too! I've already started recommending him to friends and would highly suggest working with David for your taxes! I will definitely be contacting him again next year, a true professional and pleasure to work with.

    Stephanie Taylor Avatar Stephanie Taylor
    October 16, 2019

    Very happy I found him to help me with my taxes. He was always available to talk on the phone and he responded to all my emails almost immediately.... read more Furthermore, he was able to answer any questions I had and conveyed everything so it was very easy for me to understand. Would definitely recommend!

    Marc Benzaken Avatar Marc Benzaken
    October 16, 2019