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This time...it’s personal!
Advisors who care about both you and your business.

We are Your Tax Advocates…Planning is the Key to Success

We have extensive tax advisory experience serving businesses of all types, as well as individuals, estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. This is precisely why we take a proactive approach to proper tax planning to achieve your tax goals. Our tax specialists work closely with you to make certain that you are taking full advantage of all tax saving opportunities to preserve your bottom line and personal wealth. We can help you in the following areas:

  • Tax Return Preparation—We provide timely and accurate services for businesses, individuals, estates and trusts. We offer e-filing of your tax return to speed-up the delivery of your refund.
  • Multi-State and International Tax—If your business services cross states lines or international borders, no need to look any further for tax assistance. We can address any issue regarding income or state tax. We also have an extensive knowledge base of international tax law.
  • IRS Representation—Our CPAs are licensed to practice before the Internal Revenue Service, state, and local taxing authorities.
  • Estate Planning—We recognize the importance of planning for the orderly transfer of your assets to your beneficiaries. We can create a well-structured estate plan to ensure your family’s security is well protected.

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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