Tax and Consulting Services

  • Size: 1-10 employees
  • Overview: Our clients are primarily business owners and corporate officers whose personal finances are directly related to their business. We’ll meet throughout the year to suggest proactive strategies for you and your business. These may be in the areas of determining entity structure, estate planning, income tax planning, business strategy and planning, or corporate taxes – whatever it takes to help you achieve your goals while minimizing your taxes and staying in compliance with the tax code. Our tax shareholders also provide strategy for complex sales or acquisition deals, help clients solicit outside funding, and provide estate planning for business owners.

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