Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a business, we can develop tax strategies that take advantage of new tax laws and legislation.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
During our years of experience dealing with taxing authorities, we have achieved a high level of competence that can ensure our clients they are being properly represented before the various federal tax agencies.
Small Business Retirement Plans
Successful implementation of your financial plan will help to ensure financial independence during your working years and throughout your retirement years. We work with business owners to develop the best retirement plan to suit their needs.