Business and Personal Tax Services

Are you considering starting your own business?

Setting up a Limited Liability Company (LLC) or creating an Operating Agreement for an existing company? Would you like to know the value of your company? Would you like to save money on property taxes, credit card processing fees, utilize little-known business tax credits? We can help you with the following business services:

• New Business Creations
• Buy and Sell Agreements
• Operating Agreements
• Bylaws
• Business Owner Retirement Plans

Business Tax Incentives & Expense Reductions

A 30 minute “Discovery Call” will help you determine how much money you could get back from tax credits, refunds and reductions or save on Workers’ Comp insurance, credit card processing fees and other regular business expenses.

Tax Minimization Strategies

Taxes are a concern for many individuals at all stages of life. We can help you incorporate tax planning into your financial decisions.

Charitable Giving

With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your planning. Our team of qualified professionals can help you decide if this is a good option for you.