Business Planning
Business and Financial Planning
With careful review and consideration for each situation, we assist our clients for the present and all future planning to ensure financial success.
Business and financial planning is essential for success! As an outsider who knows your business, we see the company with a clean set of glasses to help suggest how to save money, grow, take advantage of a tax discount or even the company exit strategy.
Where do you want your company to go?
Where do you want your company to go? This is the magic question. Ask 100 business people and get 100 different answers. The daily operation becomes very different if your goal was to have something to hand down to your children verses setting up for your retirement.
If we don’t ask you the magic question how can we be helpful to your business? Just balancing the books is not enough.
Business Services
We offer Bookkeeping and Payroll Services on a separate fee basis if that’s all you need.
We are a reliable, affordable company to administer your payroll checks.
Individual Services
Sometimes you just need a little extra help with the checkbook or annual tax returns.
Estate Planning
We will work with other trusted advisors such as Certified Financial Planners and Estate Attorneys to make a complete estate plan that fits your needs.
Tax Services
Some tax services include IRS & State Tax Resolution, Sales Tax Compliance and Individual & Corporate Tax preparation
We are authorized by the IRS and many states to E-File all tax returns.
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