Boos & Associates

Boos & Associates, A Professional Corporation is a Certified Public Accountant and consulting firm established in February 2004. With over 18 years of experience, our team of seasoned professionals is committed to providing personalized and tailored financial solutions to individuals and businesses in a variety of industries.

Our Team and Expertise

Our managing director previously held a Tax Director position at a Big 4 accounting firm, bringing extensive experience and deep understanding of tax regulations. Our directors are all former Big 4 accounting firm personnel, ensuring that our clients benefit from a wealth of collective expertise.

Individual Tax Services

• Comprehensive tax planning and compliance services
• Tax preparation and filing assistance
• Tax optimization strategies for maximizing refunds and minimizing liabilities

Business Tax Services

• Business tax planning and compliance
• Corporate tax compliance and consulting
• Employee benefit plan consulting
• Business valuation and financial consulting

Financial Advisory Services

• Financial planning and goal setting
• Investment management
• Retirement planning
• Estate planning and taxation

Compliance and Advisory Services

• Tax compliance training and consulting
• IRS and state tax controversy representation
• Cybersecurity and data protection consulting

Client-Focused Approach

At Boos & Associates, we believe in building strong relationships with our clients. We take the time to understand their unique needs, goals, and financial situations. Our personalized approach ensures that we can provide tailored solutions that meet their specific requirements.

Our Commitment

Our firm is dedicated to providing exceptional client service, timely communication, and transparent reporting. We prioritize open communication and accessibility, ensuring that our clients are informed every step of the way.