Business lawyers and accountants under one roof, helping business owners and nonprofits scale & grow!
12/29/2025
High-income earners don’t lose access to Roth benefits. They lose access to sloppy ex*****on.
A Backdoor Roth that misses sequencing, ignores existing IRAs, or misreports basis creates tax problems; a successful one builds tax-free capital for retirement. This is where real advisory value shows up.
DM “Roth” to speak with a tax attorney on Backdoor Roth.
Do you need a fractional CFO (Chief Financial Officer) in 2026?
Mike Payne (JD, CPA) explains how CFO-level insight shapes better business decisions as companies scale—and why more companies are choosing fractional CFOs over traditional bookkeepers.
DM “CFO” to hire a fractional CFO at .
12/24/2025
Is the best deal always the one with the highest price? Or is there a different currency that actually matters?
The convenient answer is “the highest offer.”
Bigger offers don’t always win. The pillars that truly hold long-term success together are the capacity to meet client needs and the ability to empower and prioritize employees.
What do you think — would you prioritize money or impact in a deal?
12/22/2025
🌟 Exciting News! 🌟
We’re pleased to share our new consolidated office location:
📍 8111 E Indian Bend Rd, Scottsdale, AZ 85250
This update reinforces our commitment to delivering exceptional tax, accounting, and business advisory services.
We look forward to welcoming you to our updated space!
There are hundreds of moving parts—or what Ethan Brogan (JD,LLM) aptly calls “liabilities”—in business transactions, whether it’s a franchise agreement, a standard business purchase, or underlying tax ramifications.
Your knowledge of these liabilities is only as strong as the guidance you have to uncover them.
According to Ethan, here are key areas every business owner should pay attention to when navigating a transaction:
✅ Contracts & agreements – make sure vendor, employee, and customer agreements are solid, including NDAs and non-competes
✅ Due diligence – confirm ownership, state filings, licenses, and insurance coverage
✅ Legal exposure – check for ongoing lawsuits, past operational practices, and real estate matters
✅ Industry specifics – understand the standards and practices that vary by sector
✅ Tax implications – know the differences between asset and stock sales, IRS elections, and timing of tax liabilities transactions or partnerships?
Save this checklist before your next business purchase—or tag a business owner who needs to see it!
If you want to cover these bases in your business now, let's discuss!
12/17/2025
The IRS has fully phased out paper tax refund checks.
Starting with the 2026 filing season, all refunds are now electronic—via direct deposit, prepaid debit cards, or digital wallets.
Tap the link in bio to speak with a tax expert and learn more about the advantages of electronic refunds and how to make the most of them this tax season.
12/16/2025
📢BIG NEWS: BOSS Advisors has merged with Haga Kommer (HK) , a full-service CPA firm recognized as one of Inc. Magazine’s Fastest Growing Companies, and soon-to-be top-150 among US firms in revenue.
“It’s a perfect expansion of the legal, accounting and tax combination we’ve been providing for years,” said BOSS Advisors CEO Mike Payne, JD, CPA. “I left Big Four so I could help local business owners grow. HK is dialed in on this mission and we’re currently creating a plan to implement our subscription service model across the firm, allowing us to advise clients on a higher and more frequent level.”
In nearly a decade since launch, BOSS Advisors has become the legal, business, and tax advisory entity of choice for Mesa, Arizona, and surrounding areas.
This strategic M&A, according to HK owner Toby Kommer, will mark the official launch of HK Law, which will offer “ business transactional law, M&A advisory, and trust and estate planning services,” in Mesa, Arizona, and beyond.
“Haga Kommer and our sister companies have become one of the most unique organizations in the country—offering an unmatched portfolio of services that now includes accounting, tax, wealth management, legal ,banking, insurance, managed IT services, M&A Advisory, and Fractional CFO solutions. Nobody else in the U.S. can deliver this level of expertise under one collaborative, people-first umbrella.”
AdvisorsXHagarKommer
Make lives easier for small business owners. Allow them to save more on taxes. Let them grow safely amidst the outsized influence of the big sharks.
That’s what the Boss Advisors team stands for, and that’s exactly what you receive when you work with us.
Planning your year-end cleanup and 2026 financial growth?
DM “Growth” to speak with our team of tax attorneys and CPAs.
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