Business Details
22 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Boos & Associates is a leading accounting and consulting firm established in February 2004, dedicated to providing high-standard services through a team of seasoned tax professionals. Our Managing Director brings over 18 years of public accounting experience from a Big 4 firm, and our directors are former Big 4 personnel with extensive collaborative history. We specialize in transforming complex accounting, tax, and consulting challenges into practical solutions for clients, combining innovative thinking with technical expertise. As an independent member of the BDO Alliance USA, we leverage global resources while maintaining a regional focus in Fresno, California, with additional offices in Reedley, Las Vegas, Long Beach, and Madera. Our services cater to publicly held and closely held businesses, high-net-worth individuals, and international operations across industries like agribusiness, healthcare, and technology.We prioritize client responsiveness, professional proficiency through continuing education, and adherence to AICPA quality control standards. Our team is committed to helping clients achieve success through strategic tax planning, business advisory services, and outsourced accounting solutions. We maintain memberships in prestigious organizations such as the American Institute of CPAs and California Society of CPAs, alongside certifications like Microsoft Partner and QuickBooks ProAdvisor. Our dedication to high standards and client-centric approach has earned us a loyal client base that returns year after year. We ensure data security through 256-bit SSL encryption, real-time data mirroring, and comprehensive backup systems to protect client information.
Services
Tax Compliance
Business Advisory
Strategic Tax Review
Business Valuation
Personal Wealth Planning
Audit Services
Bookkeeping
IT Consulting
Hiring Tax Credits
Estate Planning
Details
- Year established: 2004
Highlights and features
- We have former Big 4 accounting firm professionals with decades of combined experience.
- Our team holds certifications including Certified Valuation Analyst (CVA) and QuickBooks ProAdvisor.
- We serve specialized industries like agribusiness, healthcare, and technology with tailored solutions.
- Our BDO Alliance USA membership provides access to global accounting resources.
- We maintain AICPA quality control standards and rigorous data security protocols.
Services
Tax Compliance and Planning
Our tax compliance and planning services cover corporate and individual tax preparation, multi-state taxation, international tax reporting, and strategic tax optimization. We help businesses and high-net-worth individuals navigate complex tax codes while identifying savings opportunities. Our team provides year-round support to ensure timely compliance and proactive planning for evolving regulatory environments.
Business Advisory Services
We offer business entity selection, succession planning, financial forecasting, and debt restructuring advisory services. Our consultants help clients optimize business operations, evaluate performance metrics, and implement strategic growth plans. With former Big 4 expertise, we provide actionable insights for buying/selling businesses and navigating financial transitions.
Strategic Tax Review
Our strategic tax reviews identify savings through tax credit studies, fixed asset analysis, entity restructuring, and compliance with FAS 109 standards. We specialize in minimizing federal, state, and local tax liabilities while maximizing refunds through comprehensive tax position evaluations for corporations and individuals.
Business Valuation Services
Certified Valuation Analysts (CVA) conduct business valuations for succession planning, mergers/acquisitions, estate planning, and legal proceedings. We combine industry expertise with economic value drivers to deliver accurate valuations for tax, transactional, or litigation purposes, supported by rigorous analysis of business-specific factors.
Information Technology Services
Our IT consulting services include network security assessments, data encryption, paperless office implementation, and VoIP solutions. We help businesses enhance cybersecurity, optimize IT infrastructure, and implement technology solutions tailored to accounting and operational needs while ensuring compliance with data protection standards.
Questions
What accounting services does Boos & Associates offer?
We provide tax compliance, strategic tax reviews, business valuations, audit services, and outsourced accounting for individuals and businesses.
Do you specialize in specific industries?
Yes, we focus on agribusiness, healthcare, technology, construction, and retail sectors with tailored financial solutions.
How do you ensure client data security?
We use 256-bit SSL encryption, real-time data mirroring, and off-site backups stored in two secure locations.
Are your tax professionals certified?
Our team includes Certified Valuation Analysts (CVA) and professionals certified in QuickBooks and Microsoft solutions.
Can you assist with federal tax credits?
Yes, we help clients claim Employee Retention Credits, Work Opportunity Tax Credits, and Empowerment Zone incentives.
Do you offer advisory services for business growth?
We provide business succession planning, debt restructuring, financial forecasting, and strategic tax optimization services.
