Wealth Management Industries Resources Careers Find an Advisor About Us Contact Us Client Payment Login TAX ADVISORY Ask a question TAX ADVISORY It’s all about minimizing taxes and maximizing growth, equity and cash flow. You’ll find we take a proactive approach to tax services. By keeping current on tax legislation and your personal situation, we position ourselves to identify strategic tax planning opportunities to help meet your financial objectives. SERVICES Federal, State, and Local Audit Defense Business Tax Planning and Compliance Cost Segregation Studies Employment and Excise Taxes Entity Structure and Transaction Consulting Federal and State Tax Compliance Income Tax Planning, Projections and Advice Individual, Income, Gift, Charitable and Estate Tax Planning and Compliance Research and Development (R&D) Tax Credits Sales Tax Refunds State and Local Tax Tax Credits and Incentive Studies Tax Planning and Compliance Transaction Analysis and Structuring Transaction Based Research and Advice TOOLS 1040 Tax Calculator Estate Tax Planning Payroll Deductions Self Employment Taxes Net to Gross Paycheck Calculator RESOURCES 2021-2022 Tax Planning Guide TAX PARTNERS LATEST INSIGHTS View more insights November 24, 2021 A BRIEF HISTORY: ESOPS & EMPLOYEE OWNERSHIP Many people are surprised to discover the numerous benefits that Employee Stock Ownership Plans (ESOPs) … Read Full Post November 24, 2021 PROPER WORKER CLASSIFICATION FOR EMPLOYMENT TAX COMPLIANCE Changing Workforce and Laws The COVID-19 pandemic changed many aspects of our life and work. … Read Full Post GET CONNECTED To learn more about how we can help, contact us by phone at 952.893.9320 or email us. Contact Us SUBSCRIBE TO OUR NEWSLETTER SUBSCRIBE NOW CONTACT Eden Prairie, MN Minneapolis, MN (952)893-9320 Naples, FL (239)325-1100 COMPANY About Us Services Industries Knowledge News & Events Careers Contact Us Secure File Transfer Disclaimer Privacy Policy Peer Review Report ADV Document Form CRS Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC |©2021 Boulay | All rights reserved. FINRA BROKER CHECK