Boehr Team
Sam Boehr enjoys educating clients on their tax burden while also helping them with planning opportunities to optimize cash flow and stay ahead of regulation changes. He previously worked at Andersen in the Private Client Services group advising ultra-high net worth individuals and multi-generational wealth families. Sam is a licensed Attorney in the State of California and has his LL.M. in Taxation.
Boehr Team's Services and Specialties
The Boehr team provides tax planning and preparation services for founders, employees with equity compensation, real estate investors, and high net worth individuals. We have experience working with clients in various states as well as clients that generate income in multiple states.
Tax Preparation
Annual document preparation and filing of individual, trust, gift, and flow-through entity (S-Corp and LLC) tax returns.
Tax Planning
Optimizing your tax liability or cash flow planning to stay ahead of taxes due in the future. We will proactively recommend tax saving strategies to maximize your after-tax income and help you stay ahead of regulation changes.
- Partner Tax Advisor: $390/hour
- Tax Manager: $325/hour
- Sr. Tax Associate: $225/hour
- Tax Associate: $195/hour
Fees
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1:1 equity tax planning session$250/1 hour
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Tax Preparation
Starts at $750/year
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Ad hoc planning (partner)
$390/hour