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