Consulting Services:

Business Entity Selection

Choosing the form of entity for your business (e.g. sole proprietor, limited liability, corporation, partnership) is a vital decision that can have tax implications down the road.  We can help you in evaluating the type of entity that is best for your type of business.

Business Plans

Business plans are used for a variety of purposes.  Lenders and investors often require a written business plan be submitted before considering funding an enterprise.  A business plan can also be a valuable management tool.  Although a business plan is based on predictions and actual results can be surprising, writing a business plan can help an entrepreneur identify potential problems as well as opportunities.

Retirement Plans and Pension Plans

Whether the business needs a 401k, SEP IRA, or corporate pension plan, we can assist in advising which plan is best for your particular business.

Tax planning for life and disability insurance policies