Taxes, Investments, Recordkeeping, Financials, and more... Tax Planning and Preparation Our firm prepares all required tax returns to assure that you are paying no more tax than necessary. Throughout the year we monitor tax law changes that will affect you, recommend tax-saving strategies, and are qualified to serve as your advocate in tax matters. Investment Review Acting as a sounding board for your investment ideas we can suggest the best structure to maximize your after-tax return. Business Problem Solving As you start a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs. Financial Statements Our firm can prepare or supervise the preparation of financial statements. Compiled or reviewed statements can be provided according to your needs. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you. Financial and Estate Planning As your financial consultant, we will work with you to increase your net worth, then plan with you to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers, is available to assist you in maximizing benefits for you and your heirs. We can help in these other areas too: · Computer selection and use · Business sales and acquisitions · Lease-buy decisions · Business expansion · Real estate sales and acquisitions · Projections, budgets, goals · Retirement planning · Inventory control systems · Equipment purchases and sales · Insurance review pension and profit sharing plans · Divorce tax planning · Deferred compensation plans · S corporation elections