From Strategy to Structure, We're Your Trusted Consulting Team
Whether you're choosing the ideal business entity, building a new venture, or planning your financial future, we partner with you to design tailored strategies that align with your vision.
Free consultation for new business and individual clients
Consulting services are billed per hour charged in 10-minute increments.
Business Consulting:
Proactive advice and hands-on support to help your business operate efficiently and grow strategically.
Key Inclusions
Business formation and entity selection
S Corp officer reasonable salary determination
QuickBooks setup and training
Payroll setup and training
Process improvement and workflow optimization
Financial performance review and analysis
And much more, depending on your business’s unique challenges
Tax Consulting & Planning
Tailored solutions for unique or time-sensitive needs.
Key Inclusions
One-time business or tax planning sessions
Proactive year round tax planning
State & Local tax optimization
IRS & State agency tax issues
Capital gain strategies
Multi-State compliance
And much more, depending on your situation
There’s far too much to cover on one page — and every situation is different. Let’s talk about your goals, challenges, and opportunities. Contact Us and get advice tailored just for you.