- Identification of tax planning opportunities and strategies which are consistent with prudent financial principles to achieve the most effective tax results.
- Preparation of Federal and State tax returns for individuals,
S Corporations, C Corporations, LLCs, Partnerships, Nonprofits, Estates and Trusts.
We assess the areas of income and estate planning, insurance and investment needs, retirement and business succession planning and other financial concerns. These services are offered on a "fee only" basis; no products are sold. We provide our clients with
- assistance in needs assessment and identification of goals and objectives for individuals to develop a financial plan.
- a written plan for implementation.
- monitoring and evaluation of the plan to achieve the clients' goals and objectives.
- periodic reassessment of the clients' needs to adjust the plan accordingly.
We offer advice for business owners regarding
- start up concerns
- accounting & information systems
- business feasibility projections
- business entity selection
- software training & implementation
- income tax planning
- cost controls
- benefit employee utilization
- other business decision/policy issues.
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