About Us

We are a boutique tax and financial planning firm with a primary focus on planning, in addition to providing traditional accounting and tax services. The planning services we provide include: trust and estate planning, retirement planning, business succession planning, sales representation for business or asset sales as well as concierge services for high net worth individuals including providing Trustee and Family office services for many clients.

We have found too many accountants and financial advisors look in the rear view mirror while we look at the road choices ahead and then decide which road we should take in order to reach our clients’ destination. We are a planning firm because we start where most other firms stop. Compliance is a necessary evil in the world of accounting and taxation (i.e. tax returns, financial statements, etc.), and while we are a full service firm and offer those traditional services, we really focus and spend most of our waking hours on the planning aspects of businesses and growing individual net worth. Whether it is a plan for retirement, a business exit, succession plan, monetizing and selling or maximizing value of an asset, we create a roadmap with our clients to achieve their financial goals. After overlaying our tax saving strategies on transactions we don’t stop there, then we are off to protecting the assets for the next generation through estate planning.

So if you are selling your business or assets, in need of estate planning, involved in a business reorganization (including family) or interested in tax planning, then Borneman & Associates CPA, P.C. is the firm to guide you. Please reach out to us, we are here to help…

Yours Truly,

James Borneman, CPA, MS