Business Setup

There are many steps involved in setting up a business from entity formation to legal agreements. We can consult you on all of the key areas to cover when forming or setting up a business which can include:

– LLC Formation
– Obtaining an EIN
– Developing a business plan
– Obtaining funding
– Setting up bookkeeping and payroll
– Identifying business insurance needs
– Creating operating and buy-sell agreements

Tax Services

Our professionals have extensive experience in tax preparation and planning for S-Corps, Partnerships, LLCs, C-Corps, Estates, and Trust tax returns. We pride ourselves in understanding complex tax transactions and can implement tax strategies to minimize tax liability.

Business Advisory

Our firm will guide you through any challenge you face such as buying or selling a business, succession planning, understanding how the tax reform (TCJA) can benefit your business, converting your entity structure to a more favorable treatment, assisting in getting your business a loan, analyzing your current insurance policies, among various other advisory services.

Individual Advisory

Our professionals will assist in helping you reach your financials goals. We take a closer look at your current financial/retirement planning and analyze your options, while taking into account tax deductions. We consider the value of your estate and will be able to implement estate planning strategies so your wealth can transfer seamlessly to your family.

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