2021 Tax Season Information

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Who are BOSS Advisors? We are a team of accountants, lawyers,
and business consultants focused
on arming Business Owners with the
Systems + Strategies needed to succeed
from startup to growth to sale.

WHO WE SERVE

Life's better when people understand your needs

Healthcare Professionals

Keep your practice healthy with a regular regiment of transparent financial information, tax and succession planning, and practice management.

Nonprofits

You’re passionate about your mission. We’re passionate about keeping you in compliance so you can keep doing good.

Service-based Businesses

Your time is valuable. Let us show you how to maximize your revenue streams to keep you in balance and enjoy your business journey.

Construction & Trades

Your business is built on a foundation of hard work. We'll make sure your financial systems are just as strong.

Real Estate Professionals

Keep your investments secure with a clear picture of the options available to you. We'll help you implement the right mix of asset protection while keeping your role as passive as you want it to be.

What we do

Accounting

Get out of the books and back to your business.

Learn more about bookkeeping.

Business Law & Strategy

We take the hassle out of complex accounting, because we do the work for you.

Learn more about business law & strategy.

Nonprofit Governance

You’re passionate about your nonprofit...we are passionate about your success.

Learn more about nonprofit governance.

Tax Planning

No two tax clients are the same. Enjoy tax support tailored to your needs.

Learn more about tax.

Estates and Trusts

Secure your legacy for your family and your own peace of mind. Rely on our experts to make sure this happens.

Learn more about estates and trusts.

Virtual CFO & Controller Services

Get the expert guidance of a CFO...at a fraction of the cost

Learn more about virtual cfo & controller services.

We don't do everything, but we usually know someone who does.  We've worked hard to team with professionals from other industries to make it easy for you to get the right help, right now.

ebook

25 tips for improving your small business during slow season

Download the eBook about 25 tips for improving your small business during slow season

Advantage

Your personal
finance edge

From the firm: Building your business forward

Read more about From the firm: Building your business forward> ➞

How to benefit from business process outsourcing

Read more about How to benefit from business process outsourcing> ➞

5 ideas for starting a side hustle

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QuickReads

Let's talk business

Networking for the nervous

These 7 tips for networking can help you make connections that will serve you well for many years to come.

Read more about Networking for the nervous ➞

Automate to elevate your small business

Let’s take a look at three positive effects that automating selected functions can have on your business.

Read more about Automate to elevate your small business ➞

What are source documents…and why does my business need them?

If you’d like to understand the importance of source documents and a paper trail for a business owner, this quick primer is for you.

Read more about What are source documents…and why does my business need them? ➞

WHO WE WORK WITH