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Guide
How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
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Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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Lutz Accounting

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Reminders + Deadlines
  • Entities formed BEFORE January 1, 2024: Must file by January 1, 2025
  • Entities formed AFTER January 1, 2024: Must file within 90 days of registration
  • Non-compliance penalties: Up to $500 per day (maximum $10,000)
  • If not eligible for an exemption, filing is required for corporations, LLCs, and limited partnerships formed in or registered to do business in the U.S.
  • Reports must be submitted through FinCEN's official BOI e-filing website.
  • There is NO FILING FEE for BOI reporting.
  • Be alert to scams. FinCEN will never contact you requesting filing information.
For a detailed overview of reporting requirements, exemptions, and what constitutes beneficial ownership, read our recent blog post.
 

 
Lutz Accounting

News & Insights

Accounting
Year-End Tax Planning Strategies for Businesses and Individuals
The end of the year is a great time to soak up holiday cheer with family…and think about your ...
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Financial Planning
Advanced Estate Planning: What to Know Before 2026
The approaching deadline of January 1, 2026, is drawing closer, bearing significant ...
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Accounting
Visa & Mastercard Class Action Settlement: Refund Opportunity
If your business has accepted Visa and Mastercard payments between January 1, 2004, and ...
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Accounting
Corporate Transparency Act + BOI Reporting
The Corporate Transparency Act (CTA), enacted on January 1, 2021, aims to combat money ...
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