Tax planning is an essential component of the tax preparation process. By incorporating it into your overall financial strategy, you benefit from our experience and access to current tax law developments – helping minimize both your current and future tax liabilities.

Effective estate planning facilitates the orderly transfer of assets to beneficiaries, provides security for a surviving spouse, and can reduce or eliminate the tax due on the transfer of a business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

A properly structured financial plan enables you to face financial challenges at any stage of your life. Through the planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Successful implementation and periodic review of your financial plan will ensure financial independence during working years and retirement years.

Choosing the structure of your business (e.g., Corporation, sole proprietor, Limited Liability Company, etc.) is a crucial decision that can have longstanding financial and tax implications, whether positive or negative. We can help evaluate the pros and cons of each entity type to help you determine which is the most financially advantageous for your company.

Forecasting is a necessity when effectively managing and leading a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in establishing the framework for your company’s financial goals.

In the process of buying or selling a business, structuring the purchase or sale is a critical step. Our experienced staff will guide you through the acquisition/disposition process by addressing issues such as cash-flow analysis, valuation and tax considerations.

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting the right one has become increasing difficult. As accounting professionals, we can help you implement the system that best fits your company’s needs and provide training to you and your staff. Setting up your accounting systems correctly on the front end saves time, money and frustration in the long run.