Business Details
22 Years
experience
Trusted Accounting and Tax Advisory Services in Fresno
Boos & Associates is a leading accounting and consulting firm dedicated to delivering high-standard services through a combination of expertise, experience, and a collaborative team approach. Established in 2004, our firm builds upon decades of combined experience from our lead professionals, who previously held senior roles at Big 4 accounting firms. We specialize in tax compliance and planning, business advisory services, strategic tax reviews, and industry-specific solutions for agribusiness, healthcare, construction, and more. Our commitment to continuous education ensures our team remains at the forefront of regulatory changes, while our membership in organizations like the AICPA and BDO Alliance USA underscores our dedication to quality and global resource access. We prioritize personalized attention, leveraging advanced technology and secure client portals to provide timely, transparent, and tailored financial guidance.With offices in Fresno, Las Vegas, Long Beach, and Madera, we serve individuals, closely held businesses, and publicly traded corporations across domestic and international markets. Our professionals hold certifications such as Certified Valuation Analyst (CVA) and are recognized for innovative approaches to tax credits like the Employee Retention Credit (ERC). We emphasize proactive planning, operational efficiency, and wealth preservation strategies to help clients navigate complex financial landscapes. Our track record of client retention reflects our focus on building long-term relationships grounded in trust, expertise, and measurable results. Through rigorous quality control standards and a client-first philosophy, Boos & Associates remains a trusted partner for accounting, tax, and consulting needs.
Services
Tax Compliance and Planning
Audit and Review Services
Business Advisory Services
Strategic Tax Review
Personal Wealth Planning
Bookkeeping and Payroll
Business Valuation Services
IT Consulting
Employee Retention Credit
WOTC Screening
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of combined experience from Big 4 accounting firm professionals.
- Our team holds specialized certifications including Certified Valuation Analyst (CVA).
- We provide industry-specific expertise in agribusiness, healthcare, and construction.
- Our BDO Alliance USA membership grants access to global accounting resources.
- We implement secure, encrypted client portals for transparent and protected communication.
Services
Tax Compliance and Planning
Our tax compliance and planning services ensure accurate filings while optimizing strategies for individuals and businesses. We address corporate reorganizations, multi-state taxation, and international regulations. Our experts provide year-round support to anticipate tax planning opportunities and meet evolving regulatory demands.
Business Advisory Services
We offer strategic guidance for business entity selection, succession planning, and financial forecasting. Our advisors help clients navigate operational challenges, restructuring, and growth strategies with data-driven insights tailored to their industry needs.
Strategic Tax Review
This service identifies tax savings through method changes, credit studies, and entity restructuring. We focus on reducing federal, state, and local tax liabilities while maximizing refunds and compliance with evolving regulations.
Personal Wealth Planning
We develop plans for retirement, estate preservation, and tax-efficient investments. Our approach combines portfolio analysis, insurance strategies, and estate planning to protect and grow client assets across generations.
Business Valuation Services
Certified Valuation Analysts (CVAs) assess business worth for sales, acquisitions, or succession planning. We analyze financials, market conditions, and industry trends to deliver accurate valuations for strategic decision-making.
People
Wayne Boos
Managing Director
Wayne Boos, CPA, leads the firm with over 18 years of Big 4 accounting experience. He specializes in tax strategy and client-focused solutions.
Darrell Carlis
Managing Tax Director
Darrell Carlis, CPA, oversees tax operations with expertise in compliance and planning for complex corporate structures and high-net-worth individuals.
Sylvia Kim
Managing Tax Director
Sylvia Kim, CPA, specializes in international tax regulations and strategic planning for businesses with cross-border operations.
Kevin Emerzian
Managing Assurance Director
Kevin Emerzian, CPA, leads audit and assurance services, ensuring rigorous financial reporting standards and regulatory compliance for public and private clients.
Trenton Hayashi
Director
Trenton Hayashi, CPA, focuses on business advisory and tax credit programs, including ERC and WOTC, to enhance client financial resilience.
Questions
What services does Boos & Associates offer?
We provide tax compliance, business advisory, strategic tax reviews, wealth planning, bookkeeping, and specialized services like ERC and WOTC credits.
How is Boos & Associates different from other accounting firms?
Our team combines Big 4 experience, industry-specific expertise, and BDO Alliance resources to deliver tailored, high-standard solutions.
Are your client communications secure?
Yes, we use 256-bit SSL encryption and secure servers for all client communications and data storage.
Do you serve businesses outside California?
Yes, we work with clients across the U.S. and internationally, including agribusiness and healthcare sectors.
How can I access my account information?
Log in to our secure client portal to view tax documents, update records, or upload files anytime.
