Boulay Opens Office in Naples, Florida

Minneapolis-based Boulay (FY14 net revenue of $24.5 million) opened a new office in Naples, Fla. The firm provides tax, estate planning, audit and accounting services.

“After 80 years of providing best-in-class accounting and consulting services to clients in Minnesota and the surrounding area, we are thrilled to announce our firm’s expansion to Naples,” says Mark DeNucci, MP. “Our new office will allow us to grow our client base, while also ensuring Boulay’s accessibility to our clients who choose to retire or spend winters in Florida.”

“Having Florida professional advisors may be one of the many factors weighed in determining ‘domicile’ for tax purposes,” says Patty Margarit, Naples OMP. “If a client intends to change their residency to Florida, there are several steps they can take to proactively document that change, and we can advise them along the way.”