We Help Businesses Scale Smarter with Legal, Tax & Financial Mastery

Accountants, lawyers, and business + nonprofit consultants working hand-in-hand to give you the best results...

We Help Businesses Scale Smarter with Legal, Tax & Financial Mastery

Accountants, lawyers, and business + nonprofit consultants working hand-in-hand to give you the best results

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Who is BOSS Advisors?

Strategic Legal, Tax & Financial Expertise for Business Growth

At BOSS Advisors, we unite the insight of experienced business lawyers with the precision of top-tier tax, accounting, and CFO professionals—so every move you make is legally secure and financially optimized.

We also provide specialized charitable planning for business owners and real estate investors, helping you maximize the impact of your giving while protecting your wealth.

BOSS Advisors: Build smarter. Grow faster. Protect what matters.

Our Clients

We help professionals scale their practices into thriving businesses

E-Commerce & Online Businesses

Sales tax compliance, inventory tracking, and digital revenue streams create unique challenges for e-commerce owners. We offer scalable accounting solutions and advanced tax planning strategies to help online businesses grow while staying compliant.

Professional Services (Consultants, Advisors, Agencies)

Whether you run a marketing agency, consulting firm, or IT services business, we understand the recurring revenue models, contractor vs. employee rules, and expense management that drive profitability. Our strategies help you scale while minimizing tax burdens.

Real Estate Investors & Developers

From rental property portfolios to large-scale developments, we understand the nuances of depreciation, cost segregation, 1031 exchanges, and entity structuring. Our team helps real estate investors maximize tax savings, improve cash flow, and protect assets while staying compliant with evolving regulations.

Construction & Trades

Our firm knows the challenges contractors and trade businesses face—ranging from project-based cash flow management to job costing, payroll compliance, and bonding requirements. We provide insights and strategies to keep operations running smoothly and profitably.

High-Net-Worth Families & Family Offices

Managing wealth across multiple entities, trusts, and investments requires coordination and expertise. We provide integrated tax, legal, and accounting strategies that simplify complexity, optimize tax efficiency, and create lasting structures for wealth preservation across generations.

Our 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

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.

Address:

4824 E Baseline Rd, Ste 112

Mesa, AZ 85206

Monday: 9:00am – 5:00pm

Tuesday: 9:00am – 5:00pm

Wednesday: 9:00am – 5:00pm

Thursday: 9:00am – 5:00pm

Friday: 9:00am – 5:00pm

Saturday: Closed

Sunday: Closed

Address:

4824 E Baseline Rd, Ste 112

Mesa, AZ 85206

Monday: 9:00am – 5:00pm

Tuesday: 9:00am – 5:00pm

Wednesday: 9:00am – 5:00pm

Thursday: 9:00am – 5:00pm

Friday: Closed

Saturday: Closed

Sunday: Closed

Copyright © 2025 BOSS Advisors PLC

BOSS Advisors PLC is authorized to practice law in Arizona as an Alternative Business Structure (ABS #70116). The materials on this website may be considered advertising under applicable rules. BOSS Advisors maintains this website to provide information about the firm, its legal services, its attorneys, and various legal topics and any website materials have been prepared for general informational purposes only, are not intended and should not be construed as legal advice or legal opinion on any specific facts or circumstances. The information on this website does not create an attorney-client relationship with BOSS Advisors or any of the firm’s attorneys. None of our publications or presentations may be reproduced, distributed, or recorded without prior written permission of BOSS Advisors, the author or publisher. The firm does not necessarily endorse, and is not responsible for, any third-party content or blogs that may be accessed through this website. The information on blogs or other websites accessed through this website do not constitute legal advice.

Every case is unique. The information portrayed here is not intended to create, and receipt of it does not constitute, a lawyer-client relationship nor is it intended to substitute for the advice of an attorney. Reader should not act upon this information without seeking professional legal counsel. In compliance with Arizona Rules of Professional Conduct as well as Bar rules in other jurisdictions as applicable, BOSS Advisors designates our Mesa location at 4824 E. Baseline Rd., STE 112, Mesa, AZ 85206, and Michael J. Payne as the attorney licensed in Arizona who is responsible in Arizona for the advertising content contained in this website.