Our Services

Would you like to be able to predict your tax bill this year, knowing you’re paying the minimum amount the law allows? Wouldn’t you like to know you have a plan for your taxes over the next 5 years, 10 years … at retirement?

• Are you minimizing your tax by getting all your deductions and credits

• Are you filing all the correct returns

• What is the best time to: start investing, start a business, retire, collect, social security, etc.

• What legal entity is best for your business from a tax perspective

• Should you sell property this year or wait

• How should you file? Jointly or married filing separate

• Are you planning properly for retirement

• Do you know your marginal tax rate

Would you like to be able to predict your cash balance for the end of this year, or the end of the quarter … or the end of this month? Have you considered:

• Are you ready to plan your next hire

• Do you have cash to fund expansion or do you need financing

• How are you scheduling debt and credit payments

• Should you lease or buy equipment

• What seasonal costs are approaching

• Are your accounts receivable paying promptly

• Have you maximized your accounts payable terms

• Do you know your cash cycle