We work with small business owners to address their specific planning needs.

Income Tax Planning & Tax Return Preparation

The most successful tax strategies are those that reduce taxes without disrupting financial and business goals. We seek to help clients accomplish this through the preparation of tax returns and tax projections in conjunction with detailed analyses of their situation. We also can help small business clients identify and establish the most appropriate legal structures for tax and liability purposes.

Business Continuation Strategies

We assist business owners in developing transition and exit strategies suited to their current and future financial situations.

Risk Management

To minimize financial loss to the business in the event of death, disability or property loss, we help develop alternative income sources and perform an insurance needs analysis. Areas of focus may include company-owned life insurance, buy-sell agreements and other planning strategies.