Trusted Tax Experts

Maximize Your Tax Benefits

Partner with Bos Tax Service for personalized tax strategies and optimized financial planning to secure your future.

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Stuff we do

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Tax Loss Harvesting

Optimize tax liability by selling investments at a loss to offset gains for current or future years.

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Roth Conversions

Convert traditional IRA funds to Roth IRAs for tax-free growth and withdrawals in retirement.

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Retirement Planning

Tailored retirement plans to secure financial stability for the future, including contributions and distributions.

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Our Story

Bos Tax Service, led by a Certified Tax Specialist, now offers expert tax preparation services to help you maximize your deductions and minimize liabilities.

Founded by a seasoned financial advisor who has nearly 20 years of experience, BTS prioritizes efficiency and optimal financial outcomes for its clients.

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Tax Loss Harvesting

Utilize strategic tax loss harvesting to minimize tax liabilities and maximize investment returns.

Roth IRA Conversions

Explore the benefits of Roth IRA conversions for tax-efficient retirement savings and financial freedom.

Retirement Planning

Plan for your retirement with expert guidance on contributions, distributions, and tax-saving strategies.

Why Choose Us

Personalized Strategies

Receive tailored tax and financial planning strategies to meet your specific goals and needs.

Expertise & Experience

Leverage nearly two decades of financial planning expertise and a Certified Tax Specialist for optimal outcomes.

Client-Centric Approach

Experience dedicated service and a focus on efficiency in achieving the best financial results for your future.

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Start Securing Your Future

Contact Bos Tax Service today to begin optimizing your tax strategies and securing your financial future with confidence.

Get Started