How this shortlist was selected
This collection includes 5 alphabetical examples from 5 directory records assigned to Omaha, Nebraska. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links.
Set the scope for your region
This Omaha, Nebraska shortlist draws on 5 distinct firm listings with that city and state in their source records. Separate the company’s operating decisions from its equipment, property, and ownership decisions. Ask who collects the asset register, reviews a planned capital purchase, and coordinates implementation with the people keeping the books. Ask whether meetings are local or remote and which professional will be responsible for your entities and states. A nearby address alone does not establish the advisory work you need.
A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals.
Baas & Associates, PC
Listed location: Omaha, NE. Baas & Associates, PC is listed in a CPA society directory in Omaha, NE. The member-provided record lists Accounting, Bankruptcy/Restructuring, Bookkeeping, Budgeting, Business Continuation. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Bankruptcy/Restructuring, Bookkeeping, Budgeting, Business Continuation, Business Start-Up, Business Valuation, Change Management, College Planning, IRS Representation, Leadership/Executive Coaching, Mergers & Acquisitions/Liquidations, Payroll Services/Taxes, Sales & Use Tax, Self-Employed Taxes, Small Businesses, Tax Planning, Tax Return Preparation, Business Succession Planning, CFO Services, Compilations/Reviews, Computer Services, Consulting, Corporate Taxation, Cost Accounting, Data Analytics, Disaster Recovery, Elder Care Planning, Employee Benefit Plans, Estates/Trusts, Financial Reporting, Financial Statement Analysis, Franchises, Human Resources Consulting, Individual Taxation, Information Technology, Inventory Control, Multistate Taxation, Offers in Compromise, Partnership Taxation, Personal Financial Coaching, Personal Financial Planning, Personal Property Taxes, Retirement Planning, Risk Advisory, Strategic Planning. Review the listing and its sources.
Boone & Associates, LLC
Listed location: Omaha, NE. Boone & Associates, LLC is listed in a CPA society directory in Omaha, NE. The member-provided record lists Accounting, Bookkeeping, Business Start-Up, Payroll Services/Taxes, Sales & Use Tax. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Bookkeeping, Business Start-Up, Payroll Services/Taxes, Sales & Use Tax, Self-Employed Taxes, Small Businesses, Tax Planning, Tax Return Preparation, CFO Services, Consulting, Corporate Taxation, Financial Reporting, Financial Statement Analysis, Individual Taxation, Multistate Taxation, Partnership Taxation, Personal Property Taxes. Review the listing and its sources.
Carlson Tax and Accounting, LLC
Listed location: Omaha, NE. Carlson Tax and Accounting, LLC is listed in a CPA society directory in Omaha, NE. The member-provided record lists Accounting, Bookkeeping, Budgeting, Business Continuation, Business Start-Up. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Bookkeeping, Budgeting, Business Continuation, Business Start-Up, Divorce Planning, Investments, IRS Representation, Leadership/Executive Coaching, Payroll Services/Taxes, Self-Employed Taxes, Small Businesses, Tax Planning, Tax Return Preparation, Business Succession Planning, CFO Services, Consulting, Corporate Taxation, Elder Care Planning, Employee Benefit Plans, Financial Reporting, Financial Statement Analysis, Individual Taxation, Multistate Taxation, Partnership Taxation, Pension/401(k) Plans, Personal Financial Coaching, Personal Financial Planning, Retirement Planning, Strategic Planning, Wealth Management. Review the listing and its sources.
DeBoer & Associates, PC
Listed location: Omaha, NE. DeBoer & Associates, PC is listed in a CPA society directory in Omaha, NE. The member-provided record lists Accounting, Attestation Services, Auditing & Review Services, Bookkeeping, IRS Representation. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Attestation Services, Auditing & Review Services, Bookkeeping, IRS Representation, Payroll Services/Taxes, Sales & Use Tax, Self-Employed Taxes, Small Businesses, Tax Planning, Tax Return Preparation, Business Succession Planning, Compilations/Reviews, Consulting, Corporate Taxation, Cost Accounting, Employee Benefit Plans, Estates/Trusts, Financial Reporting, Financial Statement Analysis, Individual Taxation, Multistate Taxation, Partnership Taxation, Pension/401(k) Plans, Personal Financial Planning, Personal Property Taxes, Retirement Planning. Review the listing and its sources.
Masimore, Magnuson & Associates, PC
Listed location: Omaha, NE. Masimore, Magnuson & Associates, PC is listed in a CPA society directory in Omaha, NE. The member-provided record lists Accounting, Attestation Services, Auditing & Review Services, Bookkeeping, Budgeting. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Attestation Services, Auditing & Review Services, Bookkeeping, Budgeting, Business Start-Up, College Planning, Divorce Planning, IRS Representation, Mergers & Acquisitions/Liquidations, Payroll Services/Taxes, Sales & Use Tax, Small Businesses, Tax Planning, Tax Return Preparation, Business Succession Planning, CFO Services, Consulting, Elder Care Planning, Employee Benefit Plans, Estates/Trusts, Financial Reporting, Financial Statement Analysis, Forensic Accounting, Fraud Investigation, Multistate Taxation, Pension/401(k) Plans, Personal Financial Planning, Personal Property Taxes, Retirement Planning, Strategic Planning. Review the listing and its sources.
Compare the proposals, not just the names
- Describe the decision, entities, states, and deadline before asking for a fee.
- Ask for the named professional and written deliverables, including what happens after recommendations are made.
- Confirm whether returns, amendments, specialist studies, and implementation are included.
- Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
- Request a timeline and a complete written scope before engaging.
Use the engagement comparison tool, search all firm records, or browse other shortlists.
About this publication
AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.