Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I am committed to educating and advising my clients based on their individual business needs.
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I will thoroughly and conscientiously study your personal situation, and tailor my service to your specific needs.
Tax Planning
Proactive tax reduction planning using advanced strategies for business owners and investors to cut thousands and in some cases millions of dollars off their tax bill. Tax strategies include choosing the right business entity, as well as assuring every available tax credit and deduction is taken advantage of. An initial tax analysis is performed to look for mistakes and missed opportunities. A personalized tax plan is then designed to help the client reclaim money they have been unnecessarily paying the IRS. It does not stop there, year-round maintenance plans are designed based on the needs of the client in order to provide continuous support, from plan to implementation.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.