Not all things to all people. More value to fewer people.

 

Specializing - with people who own businesses, have investment interests, or generally complex situations.

Coordinating - financial and tax strategy for maximum efficiency.

360 Degree Vision - working with a complete picture of our clients' unique situations.

Limited volume - to provide service with a sense of humanity.


How we can help

 

Tax Planning

When we complete a tax return for you, year round tax planning as needed for most situations is just included. This covers planning for unusual events, adjusting estimated tax payments required, evaluating the timing of gains and losses, changes in income types, sources, and amounts, and many other interim items that come up.

Business Analysis

If you are considering asset purchases, expansion, staffing changes, or any other major decision - we can help. We can make sure you are using the best information available to analyze your decision and provide a data-driven, objective opinion. This allows us to advise you on the interplay between tax and financial efficiency.

 

Tax Preparation & Representation

We are experienced in all major tax returns for all major entities regardless of legal structure - Partnerships, LLCs, Sole Proprietors, Corporations, and S-Corporations and their variants. We can represent you before the IRS in the event of an audit or letter examination, and 2 hours of representation are included for any return we prepare free of charge.

Business Start Up

Start ups face many important business decisions. We can help with choice of entity and entity formation, applying for licenses, setting up accounting systems, and creating business plans or projections. Further, we can help connect you to other competent professionals who are needed for various start up related issues.