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, our Tax and Business Advisory Services offer clear, 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
Ongoing Support
As your business grows and develops, we can help you refine and scale your venture.
✦ Quarterly and annual tax planning consultations
✦ Review and optimization of business expenses and deductions
✦ Advice on payroll, contractor payments, and tax withholdings
✦ Support with sales tax, local tax, and multi-state compliance
✦ Collaboration with your bookkeeper or accountant to ensure continuity and clarity
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
✦ Succession planning and exit strategies with a tax-smart approach
✦ Guidance on mergers, acquisitions, and business sales
Next Steps
To get started with our small business services, please schedule a free 20-minute consultation