Whether clients are concerned with their taxes, retirement plan, or continuation strategies, we can help, offering a wide range of services, including:

Business Evaluation and Planning

Many business owners don’t realize they should have their business evaluated every three years. Offering business clients a complimentary business evaluation, we look at all elements of a business and, as a result, help clients with:

• Tax Reduction Strategies
• Succession Planning
• Informal Business Valuations
• Business Continuation Strategies
• Risk Management Review

Retirement Strategies

Many businesses are faced with a common concern: the desire to offer a retirement plan at an affordable cost and without overwhelming fiduciary responsibilities. We assist clients with:

• Defined Contributions
• Defined Benefits Plans
• 412e(3) Plans
• 401(k) Plans
• ESOPs
• Nonqualified Plans

Benefits

In order to attract and retain key personnel, it’s critical for a business to offer a competitive benefits plan. Striving to keep costs affordable, we assist clients with:

• Employee Benefits
• Executive Benefits and Bonuses
• Deferred and Defined Compensation Plans
• Retention Strategies

Education Opportunities

Because knowledge is key for making confident decisions regarding your finances, we offer a number of educational seminars and opportunities for CPAs, CFOs, business owners, and employees on a wide range of financial topics.