Service plans that scale to your needs

BOSS Advisors are a collaborative group of CPAs, attorneys and tax accountants that want to work with clients that need an ongoing advisor. Our Tax Advisory Service team leads with tax planning and consults with our clients on a regular basis. Our relationship neither starts or stops with your tax return. We offer a free Discovery call to go over your needs and what working with us looks like.

Phase One - Planning

The initial phase includes a Proactive Tax planning session to discuss not only best practices on keeping accurate records but discuss how to reduce taxes through tax deferral, income shifting, tax credits and legal loopholes.

Fees range from $1,500 to $5,000 for the Proactive Tax Planning session.

Phase Two - Implementation

The second phase is Implementation which allows us to move forward with specific projects we identified during the Proactive Tax planning session.

Phase Three - Maintenance

The third phase is Maintenance which encompasses our monthly tax subscription which includes tax return preparation, semi-annual or quarterly meetings and on-call support for routine tax advice.

Common adjustments to the subscription price include multiple owners, multi-state operations, multi-tiered entities.

* 15 minute quick questions

** Safe Harbor and either semi-annual or quarterly calculations