We focus on providing consulting, tax planning and compliance services to closely-held businesses in all phases, from start-up through transition or sale. Individuals benefit from our tax planning and compliance services as we address their specific needs from the wealth accumulation through retirement phases (including challenges in the aging process).
We provide a hands on approach to business consulting, and tax planning and compliance services. Indeed, Barbara seems more like a business partner, given her commitment to our practice, and her consistent, exemplary support and counsel. As a valued client, you will benefit from how we emphasize regular communication throughout the year. For example, business owners are encouraged to provide copies of interim financial statements so that we can proactively identify issues and planning opportunities.
With regular communication, there should be no "surprises" at tax time. We help facilitate effective communication between business owners and between family members encouraging face-to-face meetings.
We provide a hands on approach to business consulting, and tax planning and compliance services. Indeed, Barbara seems more like a business partner, given her commitment to our practice, and her consistent, exemplary support and counsel. As a valued client, you will benefit from how we emphasize regular communication throughout the year. For example, business owners are encouraged to provide copies of interim financial statements so that we can proactively identify issues and planning opportunities.
With regular communication, there should be no "surprises" at tax time. We help facilitate effective communication between business owners and between family members encouraging face-to-face meetings.
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