We will prepare all of your tax returns to assure that you are paying no more taxes than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters.
Your investment program will be reviewed periodically to be sure you are achieving the maximum return with no more risk than you want. As you consider new investment opportunities, we will act as your sounding board and advisor.
If you’re in business and need recordkeeping and accounting systems, we can design them to fit your needs. Other financial records and reports can be prepared so that the red tape in your life is minimized.
If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls and your other business needs.
If you are an existing business, we can function as your controller/CFO on a part-time, consulting basis and then assist you with the transition to a full time employee.
If you need financial statements, we can provide compiled or reviewed statements. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably.
Increasing your net worth is an easier task with the help of a financial advisor. We offer a total financial and estate planning program, including an analysis of your net worth, investment review, family gifting, trusts, retirement planning and family business transfers.