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Back Office Support & Business Advice

Seasoned Tax Experts Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation.

Our one-on-one tax return preparation service offers you peace of mind—knowing that your tax return is in capable hands. We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.


IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Privately Held & Family Businesses

    Our team of business advisors are experienced in working with family and privately held businesses to create plans for financial and operational stability and growth, including succession...

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  • Service-based Business

    Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience...

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  • Dental Practices

    Your dental practice is a service business dependent on your talent, expertise, education, and, above all, your time. You can’t afford to spend your time worrying about finances. Let the...

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  • Specialty Trade Contractors

    With extensive experience providing full-service accounting to the specialty trade industry, we are intimately familiar with your day-to-day operations; the need for orderly, accurate financial data...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing...

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