Chad Huebsch is an Enrolled Agent and Certified Tax Coach. Chad works with professional service providers, including lawyers, to create and implement tax strategies. Chad and his team meet with his clients each quarter, allowing them to outsource the accounting, tax, and payroll functions and focus on their businesses. One of Chad’s specialties is tax due diligence to support clients selling or acquiring a business and planning around real estate transactions.
BOSS Advisors was one of the first licensed “Alternative Business Structures” to be approved after Arizona changed its ethics rules to allow lawyers to share fees with nonlawyers. BOSS Advisors is a hybrid law firm & accounting firm that focuses on the intersection of law and tax to provide clients a one-stop shop for legal, tax, accounting, & payroll needs. The Firm primarily works with professional service providers, including other lawyers, accountants, financial advisors, and medical professionals, as well as nonprofit organizations.
BOSS Advisors offers tax and legal subscriptions for clients that need ongoing support, as well as flat fee pricing for specifically defined projects. The Firm is based in Arizona but is able to serve clients across the nation for many of its services. BOSS Advisors employs lawyers, CPAs, and Enrolled Agents, each of whom is cross-trained to provide advisory support to business owners needing an ongoing relationship.
In this episode, Stephanie talks with owners of BOSS advisors, Lawyerist Lab member Mike Payne and non-attorney business partner Chad Huebsch, about how they found streamlined success through an alternative business structure.
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