Business Services

We provide tax preparation, tax planning and advice to our small business clients. An executive level review and analysis of your financial position sets us apart from you traditional small CPA firm.

We also give tax advice to clients and clients of attorneys we work with, when there are important decisions and the tax law may not be clear.  Sometimes a thorough review of the statutes and court case results is needed to make a decision on direction of tax matters or to defend a position with the IRS, especially when a large difference results from opposing views.

We offer CPA quality work (professional) as we provide small business an outsource option so they don’t have to be their own accountant.  Whether a client needs help organizing their records or would like to have our office handle all the details and deadlines for the bookkeeping, we provide tailored solutions for each client.

If you need an adviser for your business, whether it be creating a business plan, substantiation for a loan, business entity structure selection or selling your business, we help you formulate or challenge your decisions and provide tax points to consider.

Examples of Business Services we provide:

Full Service Accounting Service (Review/Reporting)
Business Start-up
Business Succession Planning
Capital Formation
Tax Planning for Business and their Owners
Reorganizations

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Tax, Accounting & Advisor Services: