Our advisory services are designed to protect our clients through all phases of life and business, while saving them money. Transitional events in life, like marriage, divorce, starting and/or dissolving a business, inheritance or death all come with their own set of complexities. Let us help you have the best possible outcome.
Business Tax Planning
The amount of taxes you pay depends on how your business is structured and which tax-favored strategies are implemented. Our plans allow business owners to pay less taxes, provide more tax-favored benefits to themselves and their families and protect their home and personal property from business judgments.
Payroll & HR Services
When you’re ready to hire employees, our payroll and HR services can keep you out of hot water with the multiple-agency labor laws. We can save you money by eliminating payroll tax penalties (which can get very large quickly) and we can save you the time and stress of trying to do it yourself.
Corporate or LLC Compliance
When a company fails to meet compliance requirements imposed by law, it can cost business owners dearly by making their home and personal property available to satisfy a business judgment. It may also result in the loss of tax benefits and the assessment of large penalties. Why take this risk? Let us do it for you. You’ll even have more time to run your business as a result.
Aging and Estate Issues
A good estate plan can help reduce the hardships of a long-term illness, assure that your property is distributed according to your wishes and help your loved ones avoid the time and costs associated with the probate process. Without an estate plan, the courts and government may get more of your estate than your loved ones do!
Advisory Services to Trustees and Executors
Successor trustees or executors (usually family members) often lack the time, resources or knowledge to carry out the final requests of the decedent and may incur personal liability for failing to properly perform their duties. Let us help you through these complexities and limit your liability exposure.
And lastly, if you find yourself audited by the IRS or have liens or levies from one of the taxing agencies, we can help.