Of course, there is plenty more to consider for your business than just taxes and accounting. Proper planning and goal setting in conjunction with optimal use of resources is crucial to success. We can offer advice and develop solutions to efficiently achieve your goals.

Here are some examples of consulting services we provide:
  • Type of business entity selection
  • Buying & selling a business
  • Business succession planning
  • Retirement planning
  • Estate, trust and gift planning
  • Budgeting and net worth analysis