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Building relationships, not just client accounts

Tax Planning & Preparation

We have extensive tax advisory experience serving businesses of all types, individuals, and estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. Our tax specialists work closely with you to help you take advantage of tax saving opportunities to preserve your bottom line and personal wealth.

Services:

  • Tax planning and forecasting–We analyze your individual and business situation to achieve your lowest effective tax rate. We recognize the importance of planning for your long-term future and the future of your beneficiaries. We can also assist with business succession planning.
  • Tax return preparation—We provide timely, accurate services for individuals, sole proprietorships, businesses, partnerships and corporations.
  • IRS representation—We are licensed to practice before the Internal Revenue Service and state and local taxing authorities.

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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