We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

Business Entity Selection

Choosing the form of entity for your business is a crucial decision that can have longstanding tax implications both positive and negative. Reasons include but are not limited to: lowering or controlling your income taxes, protecting your personal assets and reducing risk from creditors. There are several business entity selections you can choose from and each of them has advantages and disadvantages both on taxes and in the day to day operations of the business. Some of the most common are S corporations, LLC’s and partnerships. 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.

Buying or Selling a Business

We will work with you to either develop or review your existing buy-sell agreement. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Estate, Trust & Gift Planning

Estate planning is about more than having a will or trust. It is about having the appropriate strategies in place to enable the transfer of your assets to the intended recipients with the least amount of difficulty, administrative costs, and taxes. Estate planning may also mean exercising a gifting program while you’re still living. With so many changes in estate tax law over the past decade an estate plan is advised.

As an executor or trustee you are considered the Fiduciary. The Fiduciary is obligated to account for all assets, expenses and other financial matters related to an estate or trust.

Our Fiduciary Accounting services include:

  • Tax planning to minimize taxes for an estate, trust or beneficiary
  • Ensure guidelines outlined in the trust instrument are being met
  • Calculate fiduciary commissions
  • Allocate assets and transactions for beneficiaries and prepare schedules
  • Record and classify receipts and disbursements for tax and accounting purposes
  • Record capital changes
  • Allocate transactions between principal and income

Financial & Retirement Decisions

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.

Retirement Planning: Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and throughout your retirement years.

Management Advisory Services

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

Pension & Profit Sharing Plans 

Qualified retirement plans including but not limited to, defined-contribution or defined benefit plans, Keoghs and SEPs can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.