Business & Worker’s Comp Insurance

As a business owner, it is important to understand the various liabilities you have regarding your business assets, customers, and employees. Many business owners we come across have business liability and workers compensation policies, however many do not truly understand what coverages their policies contain. We do an extensive analysis of what line of business you are in and analyze your current insurance policies to make sure you are adequately covered for the various liabilities you could face.

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.

Business & Worker’s Comp Insurance