Business Planning

There's a lot involved in managing a business that has nothing to do with the business you are in. We can help you organize your business so you can do what you do best.

Entity Planning

The first question for a new business is often choice of entity.

Corporation? partnership? LLC?

We don't believe in picking the popular "flavor of the month" and forcing you into it. We look at your circumstances, needs and capabilities and advise you on the best choice for your situation.

Setting Up

There's a lot of tasks involved in setting up a new business. We can help you draft a business plan, choose computer systems, set up your books and cash management systems, train your staff in areas such as computer bookkeeping, and, in general, help you setup your business so that you have the best chance to succeed.

Just jumped into business and never really got set up? There's a lot we can do to help you organize your systems.

Tax Planning

Taxes are a big expense of doing business. To properly plan to minimize taxes before a taxable event has occurred is simply good business. Proper tax planning may reduce a client's audit exposure and save representation fees otherwise incurred if the client had to defend a tax position for which little or no tax planning was done.