Bourbonnais Tax Associates, LLC, a North Carolina tax strategy and wealth consulting firm, is dedicated to providing superior tax planning and consulting services to our clients to enable them to be more successful in their endeavors. We are a full-service tax firm serving individuals, investors, and business owners nationwide, and provide clients with a full array of tax preparation, Tax Planning, and Family Office services. Our principals, staff, and consultants include Enrolled Agents, QuickBooks Bookkeepers, and Management Consultants, with over a half-century of combined business support and consulting experience.
We provide our VIP Clients with UNLIMITED consultation for Tax Preparation, Accounting, Business and Personal Planning, and more, for an affordable monthly fee. When it comes to tax planning, the best defense is a good offense. We work closely with you to make sure that your tax planning is comprehensive and complete. We work with you to review life events and possible changes or opportunities that will have an impact on your tax and wealth planning and strategy. We'll work closely with you to harmonize our overall tax planning with any upcoming changes that could impact your situation: be it a new child, relocation to a new city or state, a new business venture or opportunity, or working on your business exit strategy. We will use your historical information with forward-looking goals, trend analysis of your business operations, application of any new and upcoming tax regulations, and constant measuring and review of this process and the results to keep your tax planning up-to-date and relevant.
However, it’s important to know that our job as your planner, advisor, and coach isn’t simply to help you pay the least amount of tax possible. Our job as your tax and wealth coach is to help you accomplish your unique financial goals and objectives with a minimum of interference from taxes. In other words, we don’t let the tax tail wag the investment/business/personal dog. We always work with Steven Covey’s Habit #2 in full view: “Begin with the end in mind.”