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The Financial Professional
Who Stopped Worrying About
Tax Season
Aaron Chandler is a Marketing Director with Miliare Group, an organization helping individuals and families with financial protection and wealth-building strategies. As an independent contractor, Aaron built his business the way most 1099 professionals do — one client relationship at a time, while growing within the organization.
Like many independent contractors, Aaron was responsible for managing his own business finances: tracking expenses, staying organized throughout the year, and getting ready for tax season on top of an already full plate of client work and business growth. Finding tax support that actually understood the realities of 1099 income — rather than treating it like an afterthought — wasn't easy.
As a financial professional himself, Aaron knew exactly what to look for in a service built for contractors like him. When he came across BossTax, he decided to see whether
it could deliver the blend of real support and smart technology that 1099 professionals actually need.
Since using BossTax, Aaron has found it much easier to stay organized throughout the year and simplify the tax filing process — spending less time worrying about taxes and more time focused on growing his business and serving his clients.
For Aaron, the value wasn't just a smoother process for himself — it was confidence that BossTax is the kind of service worth recommending to the contractors and clients he works with every day.
As a financial professional working with 1099 contractors, finding the right tax support is crucial and bosstax delivered on that. That process was easy to navigate, the service was outstanding, and it was the perfect blend between that service and technology. It was a painless process, highly recommend it. If you have 1099 contractors or clients, by all means send them their way.
— Aaron Chandler,
Marketing Director, Miliare Group
The Insurance Broker Who Simplified Multi-State Taxes
Jacque Groenendyk is a Senior Marketing Director with Miliare Group, where she has built a successful business helping individuals and families with financial protection and wealth-building strategies. As an independent contractor, Jacque grew her business through client relationships, leadership, and mentorship while advancing within the organization.
Like many 1099 professionals, Jacque was responsible for managing her own business finances, tracking expenses, and staying organized throughout the year for tax season — made more complicated by income spanning multiple states.
With taxes to file in both Michigan and Tennessee, Jacque needed a team that could actually handle the complexity of multi-state filing, not just basic bookkeeping. She brought her business to BossTax to see how they'd handle it.
"What a great experience working with them getting our taxes done this past year. Had taxes from Michigan and Tennessee which was great and the team was even able to evaluate various ways that we could perhaps minimize our tax liability which was great which helped decide what was the best way for us."
— Jacque Groenendyk, Senior Marketing Director, Miliare Group
After using BossTax, Jacque found it much easier to organize her finances and simplify the tax filing process — including navigating two states and identifying ways to reduce her tax liability — giving her more time to focus on serving clients, supporting her team, and growing her business.
For Jacque, it wasn't just about getting taxes filed — it was having a team that could actually think through the best strategy for her specific situation.
What a great experience working with them getting our taxes done this past year. Had taxes from Michigan and Tennessee which was great and the team was even able to evaluate various ways that we could perhaps minimize our tax liability which was great which helped decide what was the best way for us.
— Jacque Groenendyk, Senior Marketing Director, Miliare Group
The Marketing Director
Who Felt Fully Supported
As a wife, mom, and business owner, Nicole Swaby knows how important it is to make every minute count. As a Marketing Director, she's built her business by balancing family life with the demands of running her own business — making organization a must.
Between family and running her own business, Nicole didn't have time to waste on a stressful, disorganized approach to taxes. She needed a way to stay on top of expenses without it eating into time she'd rather spend with her family, her clients, and growing her business.
Nicole brought her taxes to BossTax and worked directly with Hannah — and found the kind of support that went beyond just filing paperwork.
"I would highly recommend you to use BossTax. Working with Hannah was honestly a blessing. She didn't just handle my taxes, she really took the time to dig deep and found things no one else ever had. Felt fully supported. She responded very quickly when I had questions. The app made something that usually feels very stressful, feel simple. I highly recommend you check it out."
— Nicole Swaby, Marketing Director
BossTax helped simplify the tax side of Nicole's business, giving her an easier way to stay on top of expenses and more time to focus on her family, her clients, and growing her business.
For Nicole, it wasn't just about simpler taxes — it was having someone in her corner who took the time to find things no one else had.
As a financial professional working with 1099 contractors, finding the right tax support is crucial and bosstax delivered on that. That process was easy to navigate, the service was outstanding, and it was the perfect blend between that service and technology. It was a painless process, highly recommend it. If you have 1099 contractors or clients, by all means send them their way.
— Aaron Chandler,
Marketing Director, Miliare Group
The Market America Advisor Who Made Filing Simple
As an independent business owner with Market America, Jose Rivera wears a lot of hats. Between serving customers, growing his business, and supporting his team, taxes were one more thing to manage on an already full plate.
Running his own business meant Jose was responsible for staying on top of income, expenses, and tax prep himself — on top of the daily work of serving customers and building his team. Tax season was one more thing competing for his time and attention.
Jose was looking for a way to simplify tax season without adding more to his plate, which is what made BossTax stand out.
BossTax helped Jose stay organized, simplify tax season, and get back to focusing on building his business — turning what used to be a stressful scramble into a simple, straightforward process.
For Jose, the win wasn't just an easier filing season — it was more time back for the parts of the business only he can do.
