Business Planning
Call us to discuss the differences between proprietorships, various kinds of partnerships, corporations, and LLCs.
We are an excellent source of referrals to lawyers, payroll services, bookkeeping services, insurance, marketing, investments, and real estate professionals.
Seminar Presentations All of our partners are experienced speakers. We have spoken on family business succession, self-employment issues, tax strategies, caring for aging parents, and business organization.
Trust Administration Our partners serve as co-trustees and successor trustees for clients who want an experienced person to help family members with difficult decisions and planning.
Tax Planning
Estates We work closely with estate planning attorneys to help our clients make good plans within the framework of existing tax law.
Quarterly Estimates Many of our clients are business owners. We help them pay the correct amount of tax on their income by preparing estimates before the four annual due dates.
Litigation Support We can assist with document preparation, attend mediation to help a party make good decisions during the meeting, and testify in court, if necessary