Consulting
Creating and managing a successful business requires
a variety of knowledge and tools.
To provide the best service to our clients, we keep current with new tax laws and legislation, making it possible for us to identify key tax planning opportunities that minimize both your current and future tax liabilities throughout the year.
Each of our accountants has the expertise to provide you and your business with essential consulting services that will help you quickly address the issues affecting your business and available resources that may help.
A. BUSINESS CONSULTING
We have the expertise to help you develop solutions that are practical and technically sound. Our staff assists in developing comprehensive, flexible strategies that address the important issues affecting your business.
B. BUSINESS VALUATIONS
Our accountants have the knowledge and experience to provide you with an objective analysis of your business's valuation.
C. BUYING & SELLING A BUSINESS
We can properly structure the purchase or sale of a business to ensure a smooth and efficient transaction. We have a history of helping clients in buying and selling their business. We guide you through the acquisition/ disposition process, including cash flow analysis and tax considerations.
D. INVESTMENT REVIEW
We help you develop your investment strategy, collaborating with you and your investment advisor to build a portfolio that considers the impact of taxes and produces a favorable after-tax return.
E. RETIREMENT PLANNING
A periodic review of your financial plan allows us to implement strategies to further your success. These reviews help ensure financial independence through your working and into retirement years.
