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With Boos & Associates, a Professional Corporation... the sky is the limit


We're not just another CPA firm. We're your trusted advisors with extensive training, valuable experience, and impressive know how.

Our talented business professionals are dedicated to helping you achieve both your business and personal financial goals.

We can guide you through the toughest challenges, help you create and enhance your operational efficiency with our experts analysis of your business. We'll help you plan for the future with timely investments strategies, tax savings options, retirement and estate plans to help you meet your life goals.

Let us help you get an edge on your competition, your business, and your life, with the following value-added services:

Audit, Review and Compilation Services

Our services include:

  • Audits of financial statements, including reviews of quarterly financial information
  • Review services on historical financial statements
  • Compilation services to assist in the preparation of your financial statements
  • Benefit plan audits and compliance evaluations

Our audit, review and compilation services are designed to provide independent analysis of your financial reporting and bring credibility to your financial performance for investors, financial institutions, and stakeholders.

Our ultimate goal is to not just provide audit services that focus on numbers and compliance, but to help our clients better understand their business. We look to provide year-round services and information in order to inform our clients of financial and regulatory developments that impact their business.

Tax Compliance and Planning

Our tax services include but are not limited to:

  • Corporate tax preparation and compliance
  • Tax preparation for individuals, trusts and estates
  • Corporate reorganizations
  • Tax opinions
  • Tax compliance and reporting for entity structures
  • Comprehensive tax planning for businesses, individuals and estates
  • Multi-state taxation and nexus issues
  • International taxation

We are committed to providing timely and comprehensive solutions for tax return preparation and compliance services. Our commitment to understanding our clients' detailed tax data, along with our extensive technical expertise in tax code and agencies, enables us to address our client's needs and anticipate tax planning situations.

Our tax professionals are dedicated to timely responding to our clients' questions and deadlines throughout the year, not just during tax season.

At Boos & Associates, tax time is ALL the time.

Business Advisory Services

Examples of Boos & Associates business advisory services are:

  • Business entity selection
  • Business performance reviews
  • Debt review and restructuring
  • Business succession planning
  • Buying and selling a business
  • Initial public offerings assistance
  • Financial forecasts and projections

Throughout a business' long journey, there are many changes in direction. Our professional advisors can help with every turn and bump along the way. We can offer you fresh and unbiased perspectives, new ideas and options, help with the development and implementation of workable plans, and clarity with regard to complex financial issues.

Our business advisory services allow you the flexibility to rely on expert business advice and knowledge when you need it most.

With our services you have professional resources at your disposal to help build the right strategic plan to achieve your goals.

Strategic Tax Review Services

Boos & Associates has a number of programs geared toward optimizing your tax positions. Some of which include:

  • Tax accounting and inventory method changes
  • Tax credit studies
  • Fixed asset and cost segregation studies
  • Entity restructuring to minimize state and local taxes
  • FAS 109 and FIN 48 consulting
  • Individual tax optimization and Estate / Gift planning

Our Strategic Tax Review services provide significant value to your business by generating tax savings through identification and implementation of a variety of tax planning strategies.

Our Strategic Tax Review services concentrate on the reduction of U.S. federal tax, foreign taxes, state and local taxes, and sales, use and excise taxes, and on maximizing refunds of these taxes.

Personal Wealth Planning

Boos & Associates Wealth Planning services include, but are not limited to:

  • Portfolio analysis
  • Retirement planning
  • Insurance planning
  • College funding
  • Asset protection
  • Personal financial planning
  • Estate and gift planning

Our wealth management services are designed to develop comprehensive plans for our clients that will generate maximum wealth preservation.

We're dedicated to growing, preserving and defending the wealth you have worked so hard to accumulate by utilizing tax planning to defer income and reduce taxes on income, estate and gifts, investment gains, and retirement distributions.

Client Accounting & Advisory Services

Boos & Associates Accounting Services and Outsourcing options are flexible and customized to meet your needs. You can choose between short-term or long-term assistance options for all services offered. Our services include:

  • Accounts Payable, Accounts Receivable, Monthly Payroll
  • Month End Bookkeeping Assistance
  • Journal Entry Assistance and Training
  • Cash Flow Forecasts & Projections
  • Financial Statement Preparation
  • Complete Outsourced Accounting Department Functions
  • Interim / Part-time Controller

Our accounting assistance and services allow you to maintain a clear picture of your financial status, while affording you the time to focus on customer relationships, product development and client or sales growth.

Bookkeeping and Payroll Services

Using the most advanced solutions available today, Boos & Associates can help you will all your bookkeeping and payroll needs by providing you with comprehensive options that are convenient, accurate, timely and secure.

We support and offer various accounting software applications such as:

  • QuickBooks
  • Xero
  • Payroll CS
  • And more

Our goal is to evaluate your needs, assess your current accounting software, and work with you to implement and utilize the best accounting software to meet your business needs. 

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Business Valuation Services

We work closely with our clients to understand the intricacies of their business and the specific circumstances for which a valuation is needed. Business valuations can assist our clients in:

  • Succession planning
  • Business sales and acquisitions
  • Benefits planning
  • Divorce negotiations
  • Estate planning
  • Negotiations among stockholders or partners

Our professionals combine deep industry knowledge with a clear understanding of economic value drivers to skillfully balance the facts and circumstances of every situation.

Our valuation professionals hold the professional designation of Certified Valuation Analyst (CVA) from the National Association of Certified Valuation Analysts. The certification process is rigorous and requires a significant amount of specialized experience in performing business valuations.

Information Technology Services

Our IT consulting experts can provide your business with assistance and advice regarding:

  • Information Technology Strategies & Implementation
  • Network Infrastructure & Security
  • Data Management & Encryption
  • Desktop Support & Maintenance

We can help our clients in the following: paperless office implementation, security assessments, span and virus control, virtual private networking, remote access, server and desktop vitalization, wireless deployments, VoIP, and network security.

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