Tax & Business Services
Business Advisory
Receive professional and personalized tax preparation, accounting and financial planning answers that can easily be put to work for your business.
Tax & Financial Planning - Utilize our business experts to help create effective financial strategies and maximize your business and personal deductions.
Start-up Consulting - Maximize your new business potential with a professional review from our small business specialists.
Performance Planning - Keep on top of your performance and stay informed about how it affects your goals.
Accounting Systems Support - Streamline your existing system capabilities to maximize accounting effectiveness.
Business Valuation - Quickly and accurately determine the value of your business or other aspects involved with owning and operating a business.
Receive professional and personalized tax preparation, accounting and financial planning answers that can easily be put to work for your business.
- Create an effective plan of action for short and long-term tax and financial planning.
- Gain insight to enhance the potential for success of a new small business.
- Put into place a comprehensive program to monitor and gauge business performance.
- Enhance bookkeeping and accounting for greater efficiency and effectiveness.
- Find insight and direction by applying our experience to your unique business situation.
Tax & Financial Planning - Utilize our business experts to help create effective financial strategies and maximize your business and personal deductions.
- Annual business services, including tax projection and expense planning
- Family gift and estate planning
- Retirement and investment planning
- Charitable giving
- Business structure planning
- Year-end tax planning
- Year-round tax planning
Start-up Consulting - Maximize your new business potential with a professional review from our small business specialists.
- Business plan preparation
- Entity structure planning
- Incorporation filing
- Accounting systems setup
- Financing evaluation
- Paperwork control
- Compliance monitoring
Performance Planning - Keep on top of your performance and stay informed about how it affects your goals.
- Budgeting and forecasting
- Periodic financial review
- Industry benchmarking
- Operational analysis
- Opportunity assessment
Accounting Systems Support - Streamline your existing system capabilities to maximize accounting effectiveness.
- Support for leading accounting systems such as QuickBooks® and Peachtree®
- Assistance with setup, training and ongoing accounting program support
- Electronic exchange of bookkeeping information for review and reconciliation or other data-dependent services
- General ledger adjustments to balance computer records with financial statements
- Remote access capability to facilitate record transfer and posting
Business Valuation - Quickly and accurately determine the value of your business or other aspects involved with owning and operating a business.
- Business or enterprise valuation
- Valuation of intellectual property
- Debt, equity and asset valuation
- Business loss or damage valuation
Ask a Small Business Expert
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