Advisory Services

We offer value added services that help you structure and manage your business to its best advantage. We help new businesses get off the ground and provide objective assessments of existing ones. We help you establish policies and procedures to protect vital assets and perform assessments to ensure the integrity of your records. You reap the benefit of increased efficiency, control, and insight.

  • New Business Formations
  • Business Entity Selection
  • Federal & State Tax ID numbers
  • S Corporation Elections
  • Business Licenses
  • Sales Tax Registration
  • Employment Tax Registration
  • Mortgage Consulting
  • Bank Financing
  • Social Security & Retirement Planning
  • Tax Projections & Forecasting
  • Buying or Selling a Business
  • Owners  Compensation & Payroll Support  
  • Tax Examinations
  • Offers In Compromise 
  • Installment Agreements     
  • Multi-State Tax Services
  • Compliance Services
  • Succession Planning