Tax-Smart Compliance

Are you taking advantage of all the legitimate deductions, credits and strategies the tax code offers? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future? You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.”  

Tax Return Preparation – Just want to get the returns completed for timely compliance? We have a team of professionals to help you get it done! 

Real Estate Transactions – 1031 Exchange?  Capital Gain? Homeowner Exemption? How about Installment Sales to defer capital gain?   We work extensively with real estate investors, homeowners, real estate brokers and loan officers, so that you can learn what is the most optimal solution for your property. 

Tax-Smart Personal Financial Plan

While retirement remains the star of the show in many people’s personal financial plans, a holistic and well-rounded wealth building exercise is only possible when you have addressed hidden conflicts, roadblocks and uncertainty in the following areas. We assist our clients on this journey towards financial freedom.

• Retirement

• Investments

• Estate, Gift & Wealth Transfer

• Elder Care

• Charitable Giving

• Education Saving

• Insurance

Profitability Advisory

We are investors in, and advisors for, start-up and maturing companies. We have seen errors that impact the valuation and value of the business. We are committed to give you proactive business advice and strategies to help you grow business and increase profits.

If you want to succeed in business and investing, you need information. Information on buyers, information on sellers, and information on inventory. Information to grow your business. Information to improve your operation. And information to increase profits.

• Have you organized your business right?

• What are your marketing and sales channels? Are they all performing the same for you?

• Who are the customers/clients that give you the most revenue?

• Do you have a relationship with your wholesaler that makes them happy while keeping a healthy margin for yourself?

• How are you structuring your supply chain, considering both costs and time?

• How much cash are you building, for both best and worst scenarios of your local economy?

• Given the legislative trends in labor laws, how are you leveraging employees vs. contractors?

• Other factors that a trusted advisor, who has been where you are, can tell you?