Get more than a tax return!

We can use your tax return and other information to assist you with other financial matters.

Among the other services we provide are the following:

  • Fractional CFO
  • Business valuation
  • Business sales and acquisitions
  • Real estate sales and acquisitions
  • Projections, budgets, goals
  • Retirement planning
  • Office systems and controls
  • Pension and profit sharing plan considerations
  • Financial and estate planning
  • Divorce tax planning
  • Business succession planning

Please call us with your questions.

If you are in doubt as to whether or not we can assist with a particular problem, just give us a quick call. We do not charge for such calls. If we can’t help you, perhaps we can direct you to someone who can.