Business Services

Business Tax Planning and Preparation

Planning is a vital step in reducing your tax liability. Our goal is to maximize your after-tax income by going beyond compliance and recommending tax-saving strategies.  It is our priority to stay apprised of current tax law, complex tax code and new tax regulations so we are offering our clients the most accurate information that can best benefit them financially.

Our business and individual clients can be sure to incur the lowest amount of tax liability allowable by law, because we seek ways to minimize tax throughout the year, not just after year-end.

Existing Business Consulting Services

We have more than 40 years of experience in business consultation and offer full services, from start to finish, for your business.
  • New Entity Formation
  • Wealth Building
  • Succession Planning
  • Payroll Consulting
  • Financial Statement Preparation

New Entity Formation and Consulting Services

We will help you formulate a methodical plan of action so that you may fulfill your dream of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

We can help you:
  • Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability 
  • Discuss a Cash Flow Budget so you know exactly how much money you need to keep the business alive each month for the first few years.
  • Establish procedures to monitor and control costs
  • Set up a home office so you can maximize your tax deductions
  • Apply for all required state and local licenses and permits
  • Prepare and file your application for your Federal Employer Identification Number
  • Provide payroll consultation and payroll tax filing
  • Refer to a local attorney who can prepare Buy-Sell Agreements, Operating Agreements and other important legal documents for your business.