2022 Tax Season Information

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Pricing

Offering a robust line of products to meet your personal and business needs

Services

Subscription & Flat Fee Pricing

Stop buying time from lawyers. Need results? Pay us a flat fee and watch us work. Looking for a relationship? Become a subscriber and get tax & legal strategy brought to you.

Business lawyers, supported by tax & accounting professionals. Tax & accounting advice provided under the direction of business lawyers. A referral network of trusted advisors to support your growing business, whether you need a business lender, a financial advisor, an insurance rep, a web developer, or a marketing team. We are BOSS Advisors and we’re here to help you grow & scale your business.

Subscription Relationship

In our combined decades of working with small business owners and nonprofit executives, we’ve learned that our clients value proactive guidance, on-call support, and predictable fees. That’s why we’ve nearly done away with the billable hour in our firm. Instead, we work with businesses, nonprofits, and individual investors on a subscription basis, providing regular touchpoints and additional, no-charge support as needed in-between meetings. Building a strong relationship with you helps us learn more about your business and provide better advice. It gives you a built-in team of advisors who are familiar with your situation so you never have to make a tough call without knowing your options.

Our Clients

Investor

Real estate, private equity, & securities

Real estate or securities investor in need of year-round tax support

Typical number of owners: 1
Typical number of employees: 0
Typical revenue: < $500k

Tax Subscription

  • Custom tax plan: $1,500
  • Monthly subscription starting at $225

Legal Subscription

  • Legal structuring roadmap: $2,500
  • Monthly subscription starting at $275

Start-Up

Wages + start-up business

Solopreneur working to grow start-up to profitable full-time operating company

Typical number of owners: 1
Typical number of employees: 0
Typical revenue: < $500k

Tax Subscription

  • Custom tax plan: $2,500
  • Monthly subscription starting at $375

Legal Subscription

  • Legal structuring roadmap: $3,500
  • Monthly subscription starting at $575

Bookkeeping Subscription

  • Bookkeeping setup per entity: $1,000
  • Monthly subscription starting at $400

Owner-Operator

One operating business

One or more owners looking to scale full-time operating company into enterprise venture

Typical number of owners: 1-2
Typical number of employees: 1-5
Typical revenue: $500k - $2m

Tax Subscription

  • Custom tax plan: $3,500
  • Monthly subscription starting at $625

Legal Subscription

  • Legal structuring roadmap: $4,500
  • Monthly subscription starting at $925

Bookkeeping Subscription

  • Bookkeeping setup per entity: $1,000
  • Monthly subscription starting at $600

Enterprise

Multiple operating businesses

One or more owners of multiple operating / holding companies looking for

Typical number of owners: 1-5
Typical number of employees: 5+
Typical revenue: $2m - $20m

Tax Subscription

  • Custom tax plan: $4,500
  • Monthly subscription starting at $975

Legal Subscription

  • Legal structuring roadmap: $5,500
  • Monthly subscription starting at $1,450

Bookkeeping Subscription

  • Bookkeeping setup per entity: $1,000
  • Monthly subscription starting at $800

Flat Fee Projects

When matters fall outside our regular subscription, we’ll get a full understanding of the results you’ll looking for and map out the scope of the services you actually need to get those results. This allows us to provide flat-fee pricing so you don’t have to take the risk of a project taking longer than it should. Examples of flat fee projects include:

An attorney going over a case with clients

Business Law

  • Purchase or sale of a business
  • Employee handbook
  • Lease or sale of real estate
  • Multiple entity merger
A woman pointing at a laptop while a man holds a tablet and points at the laptop.

Estate Planning

  • Revocable living trust
  • Living will
  • Power of attorney
  • Special needs trust
Tax forms

Tax

  • S Corp election or revocation
  • Cost segregation study
  • ERC analysis and filings
  • Sales tax setup / reporting
Two volunteers working for a nonprofit organization

Nonprofit

  • Formation & tax exemption
  • Exempt check project
  • Tax exemption reinstatement
  • UBI / excise tax analysis
Calculator, pen, glasses, 1040 sheet and money.

Accounting / Payroll

  • QuickBooks Online® setup & training
  • Bookkeeping cleanup
  • Gusto® Payroll setup & training
  • Payroll tax resolution
Three people at a desk working at a laptop.

Consulting

  • Business plan
  • Business valuation
  • Process design
  • Expert witness service