You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
A will does not protect your estate from probate! The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.
As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.
Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you choose Bohemian Bungalows, we make your financial success a priority.
This Network is a collection of Tax Attourneys, Accountants, IRS Auditors, Preparers, and more from all across the nation that collaborate together to stay up to date on every Tax-Saving Strategy. As a member of this Network, Bohemian Bungalows is dedicated to the implementation of these strategies.

From sole proprietor to corporation, we help determine which business entity best meets your goals and minimizes tax liability. Helping you know when and how to form an LLC, Partnership, S-corp, or C-Corp.
Have you already started a business but need an assessment of its structure? We can dive deeply into your business and provide tax-saving strategies to maximize future growth.
We provide comprehensive business support, offering education and assistance to businesses of all structures. We guide you through the intricacies of local, state, and federal regulations, ensuring compliance excellence in crucial areas.
Health, Life, Annuities, and Business Insurance. Licensed in all 50 states and districts, we can provide a wide range of services that benefit you, your business(es), and your employees.
As your expert tax strategist, we can educate you on which accounts would work best for your situation. We also advise you on where to acquire the accounts, how to fund them, and the possible investment types. Even self-employed start-ups can have a 401k, HSA, HRA, and more.
As an ongoing client, we can virtually attend your quarterly/yearly board meetings and provide your business with our expertise to improve your business’s fiduciary position.
When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions to guide your business to future success.