BOI Compliance After 2025 Updates: What CPA Firms Should Tell Clients
BOI compliance is no longer a universal filing exercise. After FinCEN’s 2025 interim final rule, most U.S.-created entities are exempt,
Shivangi Agarwal
Director (CA, CPA (USA))
Shivangi is a U.S.-certified CPA and Chartered Accountant with deep expertise in U.S. tax, financial reporting, and audit compliance. She has supported CPA and EA firms across sectors like real estate, SaaS, and healthcare. At SafeBooks, she leads global delivery, ensuring every remote accounting team meets U.S. standards with accuracy, discipline, and client-first execution.
Shivangi is a U.S.-certified CPA and Chartered Accountant with deep expertise in U.S. tax, financial reporting, and audit compliance. She has supported CPA and EA firms across sectors like real estate, SaaS, and healthcare. At SafeBooks, she leads global delivery, ensuring every remote accounting team meets U.S. standards with accuracy, discipline, and client-first execution.
Form 5472 + Foreign-Owned U.S. Corporations: The $25,000 Penalty Trap
What Foreign-Owned U.S. Corporations Must Know $25,000. That is the starting penalty for failing to properly file Form 5472. For
The 2026 CPA Tech Stack: Consolidation, App Fatigue, and Strategic Decommissioning
The accounting profession in 2026 has shifted from rapid digital adoption to disciplined ecosystem design. For years, CPA firms followed
How AI Tools Are Changing The Way CPAs Handle M 3 And Schedule K 2 K 3 Reporting
Schedule M 3 and Schedules K 2 K 3 are no longer rare filings. They are now some of the
Why Offshore Bookkeeping Teams Rely On Double With Xero And QuickBooks Online
Offshore bookkeeping is entering a new phase of maturity. Firms are no longer outsourcing only for lower cost. They want
Form 5472 Filing Triggers: A Strategic Guide for CPAs Supporting Foreign-Owned U.S. Entities
For CPAs advising foreign-owned businesses in the United States, IRS Form 5472 is not just another checkbox in a compliance
FinCEN Form 114 vs. IRS Form 8938: What CPAs Need to Know
If you’re a U.S. CPA or tax professional working with clients who hold foreign financial assets, you’ve likely encountered confusion
Cloud vs On-Prem: The Accounting Software Shift Coming in 2025
The accounting world is standing at a critical crossroads. On one side are firms still operating on traditional, server-based systems.
SALT After Wayfair: Why 2025 Is the Last Year for Manual Multi-State Compliance
The 2018 South Dakota v. Wayfair decision changed everything about state and local tax (SALT) compliance. Businesses are now responsible
The 12-Month Rule for Prepaid Expenses: What Small Businesses Should Know
Running a business means dealing with more than just sales and customers. Behind the scenes, accounting rules can affect how