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

  • Income tax planning
  • Compilation, review, and/or audit of financial statements
  • Preparation of federal and state income tax returns
  • Assistance with IRS audits
  • Business planning
  • Bookkeeping + QuickBooks
  • Cash flow projections and other consulting services
  • Business valuation
  • Succession planning
  • Estate and retirement planning

Articles + Resources

Family Wealth Planning in a Time of Uncertainty

The full impact of COVID-19 is unknown. While we wait for questions to be answered many are asking what can we do right now? What’s next for our families? What’s next for family businesses and the people who work for them? Planning for our future generations is the greatest gift we can give, particularly during times of uncertainty.

Read More »

More Flexibility for PPP Loan Forgiveness and Payroll Tax Deferral

The Paycheck Protection Program Flexibility Act of 2020 (H.R. 7010) (PPP Flexibility Act), enacted on June 5, 2020, makes welcome changes to the forgiveness rules for Paycheck Protection Program (PPP) loans made to small businesses in response to the novel coronavirus global pandemic (COVID-19). The PPP Flexibility Act greatly increases the likelihood that a large percentage of a borrower’s PPP loan will be forgiven.

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.