Other Services

If you’re looking for a company that will focus on your individual needs, and always treat you like a client who matters, look no further. We are large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Retirement Tax Planning

Retirement planning is critical in these uncertain times. Whether you are saving for retirement or planning your retirement date there can be big tax consequences. Our focus is on helping you make the choice that is most appropriate for your own tax situation. If you are choosing a retirement plan for yourself or your employees, we can help you evaluate the tax implications of the available options based on the unique characteristics of your business and employee population. We can refer you to licensed legal and financial professionals for additional information.

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Call today to schedule an appointment!