Consulting

Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications, whether they’re positive or negative. Our staff can assist you in evaluating which entity type is best for you and your business.

Effective estate planning assures that the transfer of assets to your beneficiaries happens in an orderly manner. This provides security for your surviving spouse, ultimately working to reduce to eliminate the tax due on the transfer of your business and other assets.  We can guide you through the process and help you to get your financial affairs in order.

Our team will help you successfully implement and periodically review your financial plan, ensuring your ultimate financial independence during your working years through your retirement.

Selecting the right accounting software for your business is becoming increasingly difficult. Our accounting professionals can help you find the best program that will fit your business’s needs.

When buying or selling a business, it is crucial that you structure the purchase or sale properly — and that’s where we come in. Our competent staff has years of experience when it comes to both buying and selling businesses, and we will be able to guide you through the acquisition/disposition process by addressing issues such as cash flow analysis and tax considerations.

Qualified retirement plans can provide significant tax advantages for both self-employed individuals and closely held businesses. Talk to our qualified staff about evaulating the type of pension plan that’s best for you and the needs of your employees.

Our staff can help your company’s management team develop long-term objectives and implement strategies to facilitate your business’ growth and success.

Once you decide to remove yourself from your company’s day to day operations, it is crucial to implement effective coordination when it comes to transitioning your business to your successors. Our seasoned background in ac and other financial arenas can help you to address the complex issues of business continuation, helping you to develop a strategically sound plan.