We are Your Year-Round Advocate
So many of the financial decisions you make come with long-term implications. Talk to us first. We can assess the tax impact of personal and business transactions that you are considering and recommend ways to minimize taxes. We can evaluate business performance and opportunities and develop strategies to meet your business goals.
Our consulting and planning services include:
- Business Transactions—Whether starting, buying or selling a business, look to us for expert guidance on properly structuring the transaction to minimize your tax liability. Additionally, we can assist you with securing financing, setup, choice of entity, business plan development, financial projections and forecasts, analysis of business operations or expansion.
- Business Consulting – we can assist you in analyzing and evaluating your business operations and work with you to develop and implement strategies to take your business to the next level.
- Finance Assistance—We guide you through the intricacies of applying for specialized financing while also assisting with financial reports requested by banks or other institutions for third party verification of data.
- Software Consulting—Are you considering purchasing new technology to help your business run more efficiently? Let our tech savvy staff direct you to the solution that best meets your particular needs.
- Retirement Planning—We can help you evaluate your needs and resources to plan for a financially secure retirement.
- Financial Guidance—We are here to advise you as you encounter business and personal financial decisions at all the various stages of life.