Services
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Planning and Advice for New or Existing Business:
Starting a business, Buying a business, Design/form of business, Structure, Organization,
Corporation, LLC, Partnership, LLP, Proprietorship, General business advice, Reorganization,
Business taxes, Sales taxes, Income taxes, Licenses, Permits, Registration,
Bookkeeping/computer, Systems, Instruction, Product/service pricing or costs.
Business Closure;
Sale, Preparation for sale, Partial sale, Tax effects, Liquidation, Partial liquidation,
Preparation for liquidation, Notifications.
Financial Planning:
Estates, Estate taxes, Gifts, Gift taxes, Asset analysis, Asset review,
Asset counseling, Insurance analysis, Insurance review, Insurance counseling,
Income taxes, Tax saving ideas, Taxes on investments, Itemized deductions planning,
Retirement/RA planning, Medical Plan deduction, Profit sharing, Compensation/benefits
Asset/Suit Protection (Design, Form, and Arrange):
Trusts, LP, LLC, LLP, C Corporation, S Corporation, Family trusts
Payroll, Bookkeeping, Investments, Tax Preparation
Payroll preparation, Payroll tax return preparation, Bookkeeping, Investment accounting, Estate accounting, Estate tax return preparation, Estate income tax return preparation, Personal/Business tax return preparation, Estimated tax return preparation, Tax representation
Medical and Dental Insurance: The facts and conditions change often. Please call (1 315 986-3020) so we can help you know if our plans fit you and then we can send the correct information.
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