Small Business

You wear a few hats

From sales and marketing to answering emails and setting up QuickBooks – it can feel overwhelming.

Fortunately, we love hats

Our hat collection 

Your business is unique, so a one-size fits all approach will not provide the best solution to your scenario. 

That’s where we come in. With a broad range of technical expertise, industry experience and service offerings, we look for solutions that best meet your company’s needs.

Picking the right structure  

Determining the best organizational structure is important at various business stages, not only when you start-up. The choices can be complicated — and errors can be costly.

Why? Because your entity type affects operating efficiency, transfer-ability, control, the way you report income, the taxes you pay and your personal liability.

Lions and tigers and taxes,
oh my!

Tax planning throughout the year has always been recommended for small businesses. With tax reform it’s now not only wise, it’s critical due to new business deductions, changes to depreciation rules and much more. 

Understanding what’s changed may have significant impact on your bottom line. 

Services for small businesses

Articles + Resources

5 Tips to Simplify Tax Time

April 15 always seems to sneak up, and surely this year will be no different. While there is no escaping the tax deadline, use the following tips to streamline the tax return process and minimize stress.

Read More »

Forgiveness of PPP Loans May Reduce R&D Credit

The forgivable loan program known as the Paycheck Protection Program (PPP) was established by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) to provide financial resources to small and mid-size businesses to enable them to maintain payroll and cover certain expenses during the coronavirus pandemic.

Read More »

Loan Necessity Questionnaire for PPP Borrowers with Loans Over $2M

Small Business Administration (SBA) announced in an updated FAQ on the program that it will be auditing all Paycheck Protection Program (PPP) loans of $2 million or more. Borrowers whose loans meet this threshold amount might receive a Loan Necessity Questionnaire from their lender soon after they apply for loan forgiveness.

Read More »
get started

Find the right advisor for you

Your trusted “go-to” business advisor is a step away. Find your fit, or contact us to suggest a match.  

We've got you covered

All the services you’ll ever need

We help identify what you may need now and what may be coming down the pike.