Consulting

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Are you a startup or small business looking to grow? Our firm offers comprehensive startup consulting services to help you succeed. 

As experienced tax preparation professionals, we understand the unique financial, accounting, and tax needs facing startups and small businesses. We go beyond taxes to provide the strategic business advice you need to help your company thrive.

Our startup consulting services include:

- Business plan development - We help craft targeted business plans to attract investors and guide your startup's growth.

- Accounting system setup - We help you select and implement the right accounting software and processes for your startup's needs.

- Tax planning - We ensure you take advantage of all relevant business tax deductions and optimize your tax liability.

- Regular bookkeeping - We handle your startup's bookkeeping to help you maintain proper financial records.

- Payroll services - We set up payroll and ensure you comply with regulations when hiring employees. 

- Advisory services - Our experienced advisors provide guidance on business entity structure, financing options, intellectual property, expansion planning and more.

Get trusted advice tailored to your startup's needs from our experienced team. We help launch and grow small businesses every day. Contact us today to discuss your startup consulting needs.

Choosing the right business entity is a key decision for any startup or small business. Our firm provides comprehensive entity selection services to help you pick the optimum structure for your company.

With decades of experience in tax preparation and small business taxation, our advisors have an in-depth understanding of the pros and cons of each entity type. We go beyond just looking at tax implications to consider the full range of factors that should impact your entity choice.

Our entity selection services include:

- Entity comparison - We analyze sole proprietorships, partnerships, LLCs, S corps and C corps to determine the best fit based on your business goals, operations, and desired liability protection.

- Short and long-term tax planning - We forecast the tax differences between entities and how your choice will impact taxes as your company grows.

- State filing requirements - We review requirements and costs to comply with state business filings.

- Equity and ownership considerations - We help you understand the options for admitting owners and issuing equity under each structure.

- Business succession planning - We look at your long-term plans for transferring ownership or selling the business.

- Ongoing compliance needs - We explain the accounting, payroll, and compliance requirements for each type of entity. 

- Lifetime planning - We consider estate planning and asset protection based on your chosen business structure.

Make an informed choice you feel confident about by leveraging our experience. Contact us today to discuss your entity selection needs.

Running an existing business comes with opportunities for growth as well as complex challenges. Our firm provides hands-on consulting services to help established businesses reach the next level.

With deep expertise in accounting, tax preparation, and financial strategies, our experienced team can provide the ongoing advice and support needed to help your business thrive long-term. We go beyond compliance to offer strategic guidance tailored to your established business.

Our existing business consulting services include:

- Growth strategy development - We identify opportunities for expansion and create blueprints to help you act on them successfully. 

- Improving profitability - We dig into the numbers to find areas where you can increase margins and optimize profits.

- Tax minimization - We find legal ways to reduce your tax liability across federal, state, payroll and excise taxes.

- Cost control guidance - We pinpoint unnecessary or excessive costs that can be eliminated to improve your bottom line.

- Cash flow analysis - We help identify ways to improve the timing and size of cash flows coming in and out of your business.

- Bookkeeping support - We provide as-needed bookkeeping assistance to keep your records accurate and up-to-date.

- Succession planning - We create comprehensible plans for ownership transfers, management transitions, and eventual exit strategies.

Get an unbiased evaluation of your existing business and expert advice on how to develop it further. Contact us today to discuss your needs.