Tax Planning & Consulting

Our consulting services lie in the heart of who we are

Our consulting services lie in the heart of who we are and what we do because it extends beyond us simply being informed about the tax code and educating our clients about tax law changes. This is where we roll up our sleeves, put on our “out of the box” thinking caps and really dive into working with our clients to help them get to the place they want to be with their business. For more information about this service, please refer to the Entrepreneurship section of our website. We promise this will be something you will want to learn more about!!

Tax planning is significant to helping our clients lower their cash paid taxes, plan for their retirement, and make informed decisions while they grow their business. Our goal is to not only be knowledgeable of the complex tax code and be abreast of the consistently changing tax laws for both domestic and international related tax issues throughout the year, but to effectively consult with our clients so they can stay informed and consider such changes in their long-term decision making around their personal and business goals.

Services offered:

  • W4 Analysis to make sure the correct number of exemptions are selected
  • Defer Income
  • Evaluate Accounting Method changes
  • Implement investment strategies for both individuals and businesses
  • Restructure businesses to minimize federal and state taxes
  • Maximize tax credits
  • Business Acquisitions and Dispositions
  • Partnership Liquidations
  • Corporate Dissolution