Boos & Associates, A Professional Corporation is one of the leading firms in the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
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:
The Employee Retention Credit (ERC) is a refundable federal payroll tax
credit designed to encourage businesses to retain their employees through
COVID-19. The Employee Retention Credit is available to both small- and
mid-sized businesses. It was signed into law on March 27, 2020, as part of
the CARES Act. The bill was significantly expanded in 2021. This credit
can provide up to $26,000 per employee across the 2020 and 2021 tax years.
Boos and Associates’ ERC experts are recognized COVID relief thought
leaders. Our great experience enables our team to think creatively within
the confines of IRS regulations to maximize the benefits of the ERC.
Hiring Tax Credits
The Empowerment Zone Employment Credit was created to promote and
sustain economic and community development in targeted areas.
Employers conducting business in an Empowerment Zone may be eligible
for up to $3,000 per year in Federal Tax Credits for each qualified
Employers can receive a credit every year the qualified employee lives
and works in the Zone.
Opportunity Tax Credit ("WOTC")
For employees who work 400 hours or more for an employer in the
employer's tax year, the WOTC credit can be as much as 40% of the
"qualified first year wages" paid to such employees during the tax year.
This may result in a potential Federal Tax Credit of between $2,400 and
$9,000 (or more under certain circumstances) per qualified employee.
Credit is available to all companies regardless of business location.
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 preparation for individuals, trusts and estates
Tax compliance and reporting for entity structures
Comprehensive tax planning for businesses, individuals and estates
Multi-state taxation and nexus issues
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.
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.
Boos & Associates Wealth Planning services include, but are not limited to:
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.
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:
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.
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:
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.
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:
Business sales and acquisitions
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.
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.