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Business and Individual Consulting

When you need an impartial advisor to help you make tough decisions in your personal or business finances, we can help. Our staff has experience working with a wide variety of businesses and is knowledgeable about many areas of individual financial concern. 

Operating your own business is an adventure, and sometimes you need a little help along the way. For a new or existing business, entity selection is one of your first challenges and we have the experience and knowledge to advise you on which entity type is best for your situation. Another essential piece of a successful business is good accounting and bookkeeping. We will help you select a system that fits your needs and then help you learn to use it effectively. No matter the size or age of your enterprise, taxes are an important factor. Every business needs a tax plan, and we are here to help you put one together. Through it all, one of our top priorities is to be available to answer questions when you need us, and we are always ready to tailor our services to fit your individual needs.  

There are many financial implications of hiring employees. Social security taxes, unemployment insurance, payroll, benefits, and withholding are just a few of the things that need to be addressed. Our firm has experience working with businesses that hire from just a few to over 100 employees, and we are ready to answer any employee-related questions that you have.

Almost everyone is faced with a tough financial decision at some point in their life, and when the time comes you can count on us. Our staff is ready to sit down with you and help you work through the implications of tax law and weigh the pros and cons of your different options. There’s no question too small or unimportant.