Tax & Business Advisory Services

Getting Started

Making tax and business decisions can feel daunting, whether you run a small business or a nonprofit. With decades of experience, we offer clear and practical guidance you can count on.

✦ Tax structure selection and entity formation advice

✦ Federal and state tax ID registrations

✦ Business license guidance and compliance requirements

✦ Initial tax planning strategies to set your business up for success

✦ Collaboration with your bookkeeper or accountant to ensure continuity and clarity

Tax Return Preparation for Business & Nonprofit

We provide tax preparation and filing for partnerships, corporations, trusts, and tax-exempt organizations.

✦ Federal annual tax return preparation

✦ Quarterly filings

✦ State and local tax return preparation

✦ Forecasting strategies for future tax years

✦ Review and optimization of business expenses and deductions

✦ Advice on payroll, contractor payments, and tax withholdings

Growth & Strategic Planning

After you’ve grown your business, we can help you figure out what the next steps are.

✦ Business forecasting and financial goal setting

✦ Tax implications of expansion, hiring, or new revenue streams

✦ Growth strategies with a tax-smart approach

✦ Guidance on mergers, acquisitions, and business sales

Transition & Exit Strategies

Not every business journey is a straight line. Whether your organization is facing financial challenges, changing direction, or preparing to close its doors, we provide strategic and compassionate advisory to help you make informed decisions.

✦ Assessment of going concern and financial sustainability

✦ Strategic guidance for businesses under financial stress or declining operations

✦ Advisory on distressed assets, debt restructuring, and tax implications

✦ Dissolution planning to minimize risk and ensure compliance

✦ Coordination with legal and accounting professionals to support smooth transitions

✦ Exit and liquidation strategies with a focus on owner protection and tax efficiency