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Opening Door to Home Office

a message from the founder

Welcome, and thank you for taking the time to learn more about our company. Basis Tax Advisory LLC was created with the purpose of helping people live better by making taxes easier to manage.

 

We recognize the growing challenge many families and individuals are faced with today--not knowing where to go or who to turn to for their tax planning needs. It's a fact that having access to a tax advisor can improve your financial picture. At Basis, we have created an easier way for people to access the expertise they need for their tax and financial needs, and we are committed to delivering results.

 

We invite you to schedule a call with us to ask questions about your tax situation, learn more about our services, and learn what working with a dedicated Tax Advisor looks like.

 

Thank you for considering us to be your trusted advisor, and we look forward to partnering with you. 

Neil Boone, MST, CFP®, EA

Principal

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Mountain Range

the journey

For over 11 years, Neil has been providing comprehensive tax advisory and financial planning services to his clients.

 

His vision of providing a better solution became clearer as time went on as he witnessed first hand how the industry evolved, creating the barriers of entry that exist today.

 

Going through this experience, Neil became intentional in taking every opportunity to prepare himself for what was to come. He focused his sights on gaining the experience, education, and licensing to become, what he best describes as, the Advisor of the Future. 

 

Neil holds a Bachelor's degree in Financial Planning from Franklin University, which is where he built his foundation. In his journey, Neil earned his Enrolled Agent (EA) status, issued by the IRS, providing him the privilege, or practicing rights, to represent his clients before the IRS. Additionally, he has earned his CERTIFIED FINANCIAL PLANNER™ certification (CFP®), issued by the CFP Board, where he is held to some of the industry's highest ethical standards. By this point it was clear that mastering income taxation and developing an in-depth understanding of tax law was the final key element. Neil set forth in earning his Master's degree in Taxation (MST) from the Bruce F. Braden School of Taxation through Golden Gate University. This program allowed Neil to take a deep dive into the abyss of Title 26 of the U.S. Code--the Internal Revenue Code--specifically in Subtitles covering income tax laws.

Equipped with this unique combination of experience, education, and licensing, Neil is making his vision a reality, by serving his clients through the firm's Advisory Service platform.

Outside the firm, you may find Neil spending time in his local community where he serves as an assistant coach for his son's club soccer team, and volunteers on the production team at the Heights Church in Prescott.

 

Recently, Neil was presented with the opportunity to teach a Tax Planning course at his alma mater, Franklin University. Needless to say, Neil accepted this offer, as it is one more way for him fulfill his desires to give back.  

Originally from San Diego, Neil makes his home with his beautiful family--his wife and their son--in northern Arizona, along with their three little four-legged dogs. They enjoy spending quality time with their friends and family, exploring the outdoors, and soaking in the clear night skies and the breath-taking views of the Arizona sunsets.

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