Welcome, and thank you for taking the time to learn more about our company. Basis Tax Advisory LLC was created with the purpose of helping people live better by making taxes easier to manage.
We recognize the growing challenge many families and individuals are faced with today--not knowing where to go or who to turn to for their tax planning needs. It's a fact that having access to a tax advisor can improve your financial picture. At Basis, we have created an easier way for people to access the expertise they need for their tax and financial needs, and we are committed to delivering results.
We invite you to schedule a call with us to ask questions about your tax situation, learn more about our services, and learn what working with a dedicated Tax Advisor looks like.
Thank you for considering us to be your trusted advisor, and we look forward to partnering with you.
a message from the founder
Neil Boone, Principal
Basis Tax Advisory LLC
our story
For over 11 years, Neil has been providing comprehensive tax advisory and financial planning services households all across the United States, developing a unique ability to understand a broad range of household needs, while maintaining the high-level expertise in key areas that are vital to his client's planning.
Early on in his career, Neil took careful notice of how two of our world's largest industries--taxes and finance ('financial services')--evolved to we see today.
Neil believes that if one knows what they're looking for, they wouldn't have to search very far to find the industry lacking transparency, conflicts of interest in obtaining advice, an ever growing complex industry for most to handle on their own, expensive products that can adversely affect a client's wealth, and virtually no medium of coordination for the vital tax advice and financial planning. Unfortunately, this industry that people should trust to help them succeed, has gained the reputation of just the opposite. It was then, early in his career, when the seed of a new vision was planted in his mind's eye, quickly taking root, and cultivated to this day. This vision was one where virtually all roadblocks and barriers were removed, creating a new way for families to get the advice they need.
As an aside, Neil acknowledges the positive changes in the last decade, with more expected in the future. He has observed a minority group of advisors advocating for greater transparency and accessibility in the industry. This advocacy spans from individual practitioners to the federal level, where groups are lobbying Congress to codify certain laws..
Neil dedicated himself to study the industry history and it's current environment, both at the macro and micro levels. Furthermore, he maintained a diligent forward focus, preparing himself to be properly equipped for where he believed the industry is headed. Neil was intentional on gaining the experience, education, and licensure to become today, what he describes as The Advisor of the Future.
education
Get to Know Us
Neil holds a Bachelor's degree in Financial Planning from Franklin University, which is where he built his foundation. In his journey, Neil earned his Enrolled Agent (EA) status, issued by the IRS, providing him the privilege, or practicing rights, to represent his clients before the IRS. Additionally, he has earned his CERTIFIED FINANCIAL PLANNER™ certification (CFP®), issued by the CFP Board, where he is held to some of the industry's highest ethical standards. By this point it was clear that mastering income taxation and developing an in-depth understanding of tax law was the final key element. Neil set forth in earning his Master's degree in Taxation (MST) from the Bruce F. Braden School of Taxation through Golden Gate University. This program allowed Neil to take a deep dive into the abyss of Title 26 of the U.S. Code--the Internal Revenue Code--specifically in Subtitles covering income tax laws.
Equipped with this unique combination of experience, education, and licensing, Neil is making his vision a reality, by serving his clients through the firm's Advisory Service platform.
Outside the firm, you may find Neil spending time in his local community where he serves as an assistant coach for his son's club soccer team, and volunteers on the production team at the Heights Church in Prescott.
Recently, Neil was presented with the opportunity to teach a Tax Planning course at his alma mater, Franklin University.
Originally from San Diego, Neil makes his home with his his wife and son in northern Arizona, accompanied by their three little dogs. They enjoy spending quality time with their friends and family, exploring the outdoors, and soaking in the clear night skies and the breath-taking views of the Arizona sunsets.