We gauge our worth by the personal and business success of our clients. We can help you identify areas in your business operations that negatively affect profitability and growth and then develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we also provide comprehensive flexible strategies that address the issues affecting your business.

Business Entity Selection

Choosing the type of entity for your business (e.g. "S" corporation, sole proprietor, limited liability company, etc.) is a crucial decision that will 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.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and children, and can reduce or eliminate the tax due on the transfer of business and other assets. Providing for business continuity and succession of ownership is essential for business owners. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax rate of return.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help you and your management team develop long-term objectives and specific strategies to facilitate future growth and success.

Retirement Planning

Successful implementation and periodic review of your retirement plan will help you achieve financial independence throughout your retirement years.