Big financial decisions deserve more than guesswork. Whether you’re considering an S-Corp election, selling an investment property, or navigating another complex financial choice, proactive planning ensures the right strategy is in place.
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 Election tax savings analysis
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