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Advisory

Small businesses and individuals often need more guidance than pure tax reporting or assurance. When we do tax planning for small businesses, we often identify other needs for the business and the owners. Together, we explore options for managing tax impacts, improving cash flow or planning for major purchases or life transitions.

For small businesses, we can advise on entity selection, multi-state tax issues, accounting solutions and fringe benefits. During certain phases of the business cycle, you may also need guidance about financing, buying or selling real estate, adding staff or succession planning and owner transitions.

For individuals, many career or life changes often involve a change in their tax situation. We may discuss charitable giving or ways to maximize retirement savings. Do you need planning for the kids’ college savings or a spouse’s student debt repayment? How about gifting and trusts? A job change?

We’re here for you.

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