Boatswain CPA: sources & evidence

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Each fact below includes its exact scope, evidence status and review dates. Missing or conflicting information stays unconfirmed.

Ongoing advisory process

Published by the business

Boatswain’s tax advisory offering includes quarterly strategy sessions, updated projections and analysis before major financial decisions.

Firm-published engagement scope; no independent license check, tax advice or guaranteed tax reduction.

Paraphrased from the matched official business page reviewed September 29, 2026; this is a business-published statement, not independent verification.

Reviewed 2026-09-29 · Review due 2026-12-28 · Version 1

Published audit-support limit

Published by the business

The published compliance offering includes audit support for returns the firm prepares.

Firm-published engagement scope; no independent license check, tax advice or guaranteed tax reduction.

Paraphrased from the matched official business page reviewed September 29, 2026; this is a business-published statement, not independent verification.

Reviewed 2026-09-29 · Review due 2026-12-28 · Version 1

Tax compliance scope

Published by the business

The company lists federal and state return preparation for individuals and businesses, with secure client-portal communication.

Firm-published engagement scope; no independent license check, tax advice or guaranteed tax reduction.

Paraphrased from the matched official business page reviewed September 29, 2026; this is a business-published statement, not independent verification.

Reviewed 2026-09-29 · Review due 2026-12-28 · Version 1

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