Your One-Stop Shop Accountants, lawyers, and business + nonprofit consultants
working hand-in-hand to give you the best results
Who is BOSS Advisors?
Business lawyers, supported by tax & accounting professionals. Tax & accounting advice provided under the direction of business lawyers. Charitable advisors supporting the philanthropic efforts of business owners and real estate investors.
A referral network of trusted advisors to support your growing business, whether you need a business lender, a financial advisor, an insurance rep, a web developer, or a marketing team. We are BOSS Advisors and we’re here to help you grow & scale your business.
Our Clients
We help professionals scale their practices into thriving businesses
Lawyers
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Learn moreCharities & Foundations
Learn moreOur Services
Strategic Tax Planning
- Custom tax planning strategies
- Business owner tax subscription support
- Business & individual tax preparation
- IRS Audit Protection
Fractional CFO Services
- Strategic financial oversight
- Financial statement analysis
- Cashflow forecasting
- Due dilligence support
Business Law & Transactions
- Entity structuring
- Legal compliance & contracts
- Business legal counsel subscription
- Business transaction representation / M&A
Trusts & Estate Planning
- Revocable living trust, wills, & POAs
- Charitable gift planning
- Business succession planning
- Special needs trusts
Foundation & Charity Management
- Nonprofit formation & tax exemption
- Public charity support test
- Private foundation excise taxes
- Nonprofit counsel subscription
Bookkeeping
- Entrepreneurial bookkeeping
- Tax-ready financial statements
- QuickBooks® Online cloud accounting
- Gusto® owner-managed payroll systems
We don't do everything, but we usually know someone who does. We've worked hard to team with professionals from other industries to make it easy for you to get the right help, right now.
What is an Alternative Business Structure?
Recent changes to Arizona law allow lawyers to partner with other professionals to provide multidisciplinary professional services. In 2021, BOSS Advisors became the first firm in the nation recognized as an Alternative Business Structure (ABS) to provide tax, accounting, and legal services to business owners and nonprofit organizations.
As an ABS, we uniquely advise on the financial, tax, and legal implications of decisions you make in your business and provide proactive guidance to help you save money, mitigate risk, and streamline operations. And we do this all in-house, making the experience as seamless as possible for you.
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