Tax & Business Services
Tax planning happens all year long as we work with our clients in changing internal and external environments. Our client base is small and we know each business intimately, which allows us to craft options to optimize our clients’ operations and tax situation. We guide our clients through entity selection and when warranted, entity changes to meet the strategic objectives of the business owners.
Tax planning and compliance is only as good as the underlying records. Our tax clients are required to use professional bookkeeping services. We offer accounting and bookkeeping services in house or can refer clients to trusted bookkeepers.
Effective financial planning can only be done with a thorough understanding of your tax situation. We work with clients to manage their full financial picture, including:
- Developing a comprehensive personal financial plan to achieve your goals
- Periodically reviewing your personal financial plan as your life situation changes
- Developing a personal budget that aligns with your goals for savings and loan repayments
- Integrating your financial plan with your tax planning (individual and business)
- Reviewing investment strategies and evaluating investment and retirement portfolio risk
- Helping you understand Required Mandatory Distributions (RMDs) from IRAs
- Analyzing your current budget versus your retirement budget
- Creating a retirement income distribution plan that meets your goals