ADVISORY
SERVICES

BUSINESS FORMATION AND REGISTRATION
BUSINESS GROWTH, FUNDING AND RESTRUCTURING SERVICES
CONSULTATIONS
Just a conversation or needing action-driven support.
 
Our advisory services are tailored to solve your more unique needs.

Business Formation and Registration

We handle:

  • Business registration

  • Discussing and recommending appropriate business tax structures 

  • Recommending the right accounting software

  • Computations of ownership based on capital investments for shareholders and partners

 

Business Growth, Funding and Restructuring Services

Services we provide include:

  • Prepare business plans and budgets for lenders

  • Provide guidance to building business credit and history

  • Support with SBA and bank loan applications

  • Prepare business proposals for Venture Capitalists

 

Consultations

  • Business opportunities

  • Estates and trusts 

  • Gifts

  • 401k distributions and rollovers 

  • Retirement planning 

  • Child custody tax implications

  • Treatment of alimony payments for tax purposes 

 
Our main goal is to provide you with the support you need to have peace of mind. 

DO YOU NEED TO TALK?

No more putting your plans aside, let us help you turn your plans into reality.