Tax season is here! What you need to know.
Learn moreSubscription & Flat Fee Pricing
Offering a robust line of services to meet your personal and business needs
Services
Subscription & Flat Fee Pricing
Stop buying time from lawyers. Need results? Pay us a flat fee and watch us work. Looking for a relationship? Become a subscriber and get tax & legal strategy brought to you.
Business lawyers, supported by tax & accounting professionals. Tax & accounting advice provided under the direction of business lawyers. 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.
Subscription Relationship
In our combined decades of working with small business owners and nonprofit executives, we’ve learned that our clients value proactive guidance, on-call support, and predictable fees. That’s why we’ve nearly done away with the billable hour in our firm. Instead, we work with businesses, nonprofits, and individual investors on a subscription basis, providing regular touchpoints and additional, no-charge support as needed in-between meetings. Building a strong relationship with you helps us learn more about your business and provide better advice. It gives you a built-in team of advisors who are familiar with your situation so you never have to make a tough call without knowing your options.
Our Clients
Investor
Real Estate Investors & RE Professionals
Real estate investor in need of year-round support
Typical number of owners: 1
Typical number of employees: 0
Typical revenue: < $500k
Tax Subscription
- Custom tax plan: $2,500
- Monthly subscription starting at $375
Legal Subscription
- Legal structuring roadmap: $3,500
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Monthly subscription starting at $475
Start-Up
Wages + start-up business
Solopreneur working to grow start-up to profitable full-time operating company
Typical number of owners: 1
Typical number of employees: 0
Typical revenue: < $500k
Tax Subscription
- Custom tax plan: $3,500
- Monthly subscription starting at $525
Legal Subscription
- Legal structuring roadmap: $4,500
- Monthly subscription starting at $725
Bookkeeping Subscription
- Bookkeeping setup per entity: $1,250
- Monthly subscription starting at $550
Owner-Operator
One operating business
One or more owners looking to scale full-time operating company into enterprise venture
Typical number of owners: 1-2
Typical number of employees: 1-5
Typical revenue: $500k - $5m
Tax Subscription
- Custom tax plan: $4,500
- Monthly subscription starting at $775
Legal Subscription
- Legal structuring roadmap: $5,500
- Monthly subscription starting at $975
Bookkeeping Subscription
- Bookkeeping setup per entity: $1,250
- Monthly subscription starting at $550
Enterprise
Multiple operating businesses
One or more owners of multiple operating / holding companies
Typical number of owners: 1-5
Typical number of employees: 5+
Typical revenue: $5m - $25m
Tax Subscription
- Custom tax plan: $5,500
- Monthly subscription starting at $1150
Legal Subscription
- Legal structuring roadmap: $6,500
- Monthly subscription starting at $1,550
Bookkeeping Subscription
- Bookkeeping setup per entity: $1,250
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Monthly subscription starting at $550
Our Services
When matters fall outside our regular subscription, we’ll get a full understanding of the results you’ll looking for and map out the scope of the services you actually need to get those results. This allows us to provide flat-fee pricing so you don’t have to take the risk of a project taking longer than it should. Examples of flat fee projects include:
Tax
- Strategic tax planning for businesses & owners
- Entity & ownership structuring / tax elections
- Cost segregation studies & 1031 exchanges
- Tax planning related to business purchase / sale
Fractional CFO
- Strategic financial analysis
- Cashflow management / projections
- Key performance indicators / metrics
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Manage projections & key financial relationships
Business Law
- Business contracts & compliance
- Purchase / sale of a business (mergers & acquisitions)
- Employee agreements / employee handbooks
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Lease or sale of real estate
Estate Planning
- Revocable living trusts
- Living will & ancillary documents
- Special needs trusts
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Charitable remainder trusts
Nonprofit
- Formation & tax exemption
- Exempt check compliance assessment
- Tax exemption reinstatement
-
UBI / excise tax analysis
Bookkeeping / Payroll
- QuickBooks Online® setup & training
- Gusto® Payroll setup & training
- Bookkeeping cleanup projects
- Bank reconciliation & transaction categorizations