The Family Office Solution For Today's Entrepreneur
Small business,
big ambition.
Built for the business. Designed for the family.
Book your complimentary discovery session, and meet our Advisory Team to learn how we can secure your financial future through your business.
Growth Brings Opportunity.
And Complexity.
You started your business to build something great. But rapid growth often brings new challenges: overwhelming financial complexity, critical decisions with unclear outcomes, and the feeling of navigating it all alone.
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At Basis Tax Advisory LLC, we believe every entrepreneur deserves integrated guidance, so we designed a platform that brings together strategic planning, financial clarity, and personal financial prosperity, empowering you to scale your business with confidence and secure your family's future.
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Founded in 2023, Basis Tax Advisory LLC's Integrated Advisory Services makes growing and scaling your business simpler than ever before.
Your Integrated Path to
Business & Personal Success
Our Integrated Advisory Services are built on three essential pillars—designed to help entrepreneurs overcome barriers, align priorities, and confidently scale both their business and personal lives.
CFO Advisory & Financial Oversight
Financial Clarity & Leadership
Get the financial expertise of a CFO—without the full-time cost.
We turn your numbers into actionable insight, helping you plan with precision, forecast cash flow, and make confident decisions that move your business forward.
Business Strategy & Execution
Vision, Systems & Growth
Go beyond the day-to-day. We help you clarify your vision, design scalable systems, and execute on a roadmap for strategic growth—so you can lead with clarity and scale with control.
Personal Wealth & Tax Alignment
Aligning Life Goals & Wealth Strategy
We integrate tax planning and financial guidance to ensure your personal success stays aligned with your entrepreneurial journey—so your business rewards your life, not just your balance sheet.
Is Integrated Advisory
right for you?
Our clients built something real—but now feel the pressure to make smarter, more critical and strategic decisions
How can we increase the value of our business?
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Where are we losing money in our systems?
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​Will this business provide long-term financial security for my family?
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How do we scale but avoid burnout?
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​What’s the best way to reinvest in our people?
Questions From Our Clients
From Vision to Execution—We Help You Get There.
Redefining what's possible
Basis Tax Advisory LLC is the realization of founder Neil Boone’s clear vision: to make proactive, high-impact financial guidance accessible to small business owners.
With advanced studies in Income Tax Law through his Master’s in Taxation, certification as a CERTIFIED FINANCIAL PLANNER® practitioner, and a background in business operations, Neil built the firm on a simple belief: entrepreneurs deserve the same level of insight and accountability typically reserved for larger enterprises.
Neil’s approach combines deep technical expertise with a sincere commitment to each client’s long-term success. His leadership continues to shape the firm’s holistic advisory model—designed to help business owners align everyday decisions with their broader financial goals.
Neil Boone, MST, CFP®, EA
Founder & Strategic Advisor​
