For You and Your Family:

• Are You Ready to Retire?
  We can help you outline your goals and create a realistic retirement plan. This requires an in-depth understanding of your situation - pension(s), social security benefits, savings, assets, liabilities, current income, expected future income, inflation, and other factors. We leverage our financial knowledge with state-of-the-art software to help you visualize the road ahead.
  

For Your Business:

• Taxes and Small Business - Which Business Structure is Best for You?
  Choosing a business entity has both legal and taxation consequences. You must choose between a number of entities - Sole Proprietorship, General Partnership, Limited Partnership, S-Corporation, C-Corporation, or LLC. In order to choose the best entity a number of factors must be considered including the nature of your business, liability protection needed, growth potential, expected cash flow, additional income, and more. We can show you the benefits and drawbacks of each type of entity and file all the necessary paperwork to form it right here in our office. The tax savings created by choosing the most suitable entity often surpasses the business formation fee within the first year!
  
  
• Business Plan Preparation
  Save time and money by creating a thought-out business plan ahead of time. We can help you create a professional, well-crafted business plan that clearly outlines the road ahead. Since level of complexity varies significantly, the fee for this service varies.
  
  
• Quickbooks Training
  Our experienced staff can keep your books for you or help you keep them! We offer on-site Quickbooks training for virtually any skill level.