Small Business Services

Business formation, entity selection and incorporation don’t have to be complicated. We take the time to get to know your business so we can make a recommendation that fits your needs and minimizes your tax burden. Our firm will work with new and developing businesses to help simplify business formation and incorporation procedures.

We’ll take the time to learn more about your business plans so we can recommend the right entity type. We’ll explain the advantages and disadvantages of each type of business entity so you can be confident that your choice not only suits your business needs now, but that it will also minimize future tax liability during your profitable years.

Our new business advisor services include:

  • Small business start-up
  • Incorporation and business formation assistance
  • Selection of the right structure – S-Corporation, C-Corporation, Partnership, LLC
  • Business plan development
  • Bookkeeping and payroll services
  • Cash flow projections

Payroll Services

Payroll can become a time-consuming chore for busy small business owners. Let us take this task off your plate, providing you with more time to focus on growing your business.

IRS Representation

We can help you solve your IRS problems because we can negotiate directly with the IRS on your behalf. Our services include IRS audit assistance, debt settlement, Offers in Compromise, negotiating payment plans and more.

Outsourced Accounting/Outsourced CFO

For less than what it costs you to do it yourself or hire someone, Our firm can manage all or part of your accounting function or provide the services of a CFO or Controller without the cost of adding another employee to your payroll..

Compilations, Reviews and Audits

We provide a full range of services designed to provide assurances that the financial statements accurately represent the true financial position of your company.

Estate Planning

We provide a wide variety of estate planning, wealth management and trust services to protect our client’s wealth for future generations.