Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  I am experienced enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor advice to your specific needs.

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure a smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Planning, Products, and Services

Professional services provided through my affiliation with Inspire Private Wealth Management. Please visit our website for a description of the products and services we can provide.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Professional Money Management

Professional services provided through my affiliation with Inspire Private Wealth Management. Please visit our website for a description of the products and services we can provide.

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Retirement Planning

Professional services provided through my affiliation with Inspire Private Wealth Management. Please visit our website for a description of the products and services we can provide.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!