OUR SERVICE GROUPS
Individuals
Estates, Trusts & Gift Tax
Oil & Gas
Construction
Real Estate
Manufacturing
Medical
Small Business
Tax Services
- Prepare individual, Corporation, Partnership, Limited Liability, Estate and Gift tax federal, state and local tax returns
- Proactive tax planning and budgeting
- Representation before Tax Authorities
- Prepare quarterly, payroll, and sales tax forms
- Review tax returns and analyze tax consequences of investments
A critical component of every business plan is proactive tax planning & strategic tax mitigation.
Our understanding of the tax law, combined with our clear idea of your business vision, allows us to minimize your tax exposure.
Our understanding of the tax law, combined with our clear idea of your business vision, allows us to minimize your tax exposure.
Business Planning
- Strategize and execute plans
- Entity Selection
- Partnering with other professionals (Insurance, Investment & Law)
Our broad knowledge & depth of experience provides us the tools to bring new insight into your business planning. We can advise, assist, or take the lead throughout this process.
Accounting Services
- Establish proper financial processes
- Arrange effective accounting procedures
- Prepare business & personal financial statements
- Bookkeeping services
- Assistance with accounting software
Accurate and professional accounting is crucial for business success. Let us work with you to establish and maintain a solid accounting system.
Management Advisory Services
- Outsource CFO
- Determine current status & analyze future needs
- Set measureable goals & establish plan of action
- Advise on tax effect of business decisions
- Analyze lease vs. purchase opportunities
- Review planned mergers and acquisitions
- Business valuation services
- Preparation & analysis of cash flow projection
This is where it starts! We’ll get to know you and discuss your challenges. The end result is a detailed plan to help you set a course and build on your success.
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