If You Have a Tax Preparer, You Don’t Have a Tax Advisor.
A preparer files what already happened. An advisor changes what happens next. Book a free 45-minute call and we’ll show you what proactive planning would save you this year.
We will calculate your tax savings on the call
Or skip it and book below.
Same Business. Same Income. Two Different Tax Bills.
The only thing that changes is whether someone planned ahead.
Filing only
- You find out what you owe in April, when nothing can be changed
- Deductions you qualified for expire unused on December 31
- You cross an income threshold and pay for it without knowing
- Your entity structure stays whatever it was when you started
- You write the check and wonder where the profit went
Planning first
- You know your number months ahead and can still act on it
- Deductions get claimed while there’s time to qualify
- Thresholds get managed before you cross them
- Your structure matches what you actually earn now
- You keep more of what you already worked for
The right time to do tax planning was yesterday.
Schedule Your Free Tax Strategy Session
45 minutes with our team of tax strategists. Here’s what happens on the call.
We look at your real numbers — income, entity, current setup
We find the deductions and strategies you’re not using
You get a number: what planning would save you this year
If we’re not the right fit, we’ll tell you on the call.
What Our Clients Say
★★★★★ Rated 5.0 across 136+ verified Google reviews
After struggling with two previous tax planning firms, I am thrilled to be working with this team. Their rate of response is phenomenal.
As a physician couple, we were concerned about how high our tax bills were becoming. After a few meetings and strategy implementations, things changed.
Our company is deep and wide in the golf cart industry in the tri-state area. We chose to work with the team at Boris tax planning and advisory.
I love the good energy and enthusiasm. I’m in the healthcare industry and needed tax information, and they offered so much value.
I’m in the service and retail industry, my tax burden was increasing due to growth and changing tax laws. I reached out to Borismtax to take control.
I’m a psychiatric nurse practitioner and decided to work with the group to learn new strategies and pay less in taxes. Great experience.
After struggling with two previous tax planning firms, I am thrilled to be working with this team. Their rate of response is phenomenal.
As a physician couple, we were concerned about how high our tax bills were becoming. After a few meetings and strategy implementations, things changed.
Our company is deep and wide in the golf cart industry in the tri-state area. We chose to work with the team at Boris tax planning and advisory.
I love the good energy and enthusiasm. I’m in the healthcare industry and needed tax information, and they offered so much value.
I’m in the service and retail industry, my tax burden was increasing due to growth and changing tax laws. I reached out to Borismtax to take control.
I’m a psychiatric nurse practitioner and decided to work with the group to learn new strategies and pay less in taxes. Great experience.
Meet Our Team
BorisMTax holds an in-office team of tax advisors and strategists based in New York who know taxes inside and out. We work with businesses across 40+ states and have saved our clients hundreds of thousands in taxes.
We do one thing: proactive tax planning for profitable business owners. Not returns. Not cleanup in April. Planning, while there’s still time to change the outcome.
The Tax Code Is Full of Opportunities — If You Plan for Them
By tax season this year is already written. The window to change your number is open now.
