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BOSS (Business Owner Support Services)

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

We know that running a business is hard work

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BOSS (Business Owner Support Services) included with Core Compliance Services*

We know that running a business is hard work and small business owners have a lengthy list of questions and oftentimes nobody to ask. With BOSS, we can help you with questions about:

  • Deadlines
  • Hiring employees
  • Business entity selection
  • Accounting software & systems
  • Income and expense classifications and tracking
  • And more

Whats Included

Quick Questions

  • Quick phone calls
  • Quick emails
  • Quick queries about running your business

Tax Planning

  • Tax return review
  • Mid-year tax projections
  • Quick tax planners

Who can help? Our Business Support Teams:

  • Our Business Advisors are accredited with the prestigious ABA designation (Accredited Business Advisor) meaning they are knowledgeable in all aspects of business ownership.
  • Our Payroll Specialists are experienced and educated to stay abreast of labor laws to answer your questions about hiring, overtime, and the like.
  • Our Accounting Specialists know bookkeeping and QuickBooks® inside and out and are certified QuickBooks® Pro Advisors.
  • Our Tax Team is comprised of Enrolled Agents (EA’s) who have extensive tax knowledge, continual education, and tax planning expertise to help you keep more of your money in your pocket.

*If you have in-depth questions or business matters that are more than a quick conversation or email, we want to set aside time to have you come in and explore our Business Advisory Service Offerings. We want to take the time to help you reach your goals and those engagements take a special kind of expertise offered through our Business Advisory team-- for things like Complex Tax Planning, Succession Planning, Business Growth Strategy-- to name a few. Ask our team about those services today.