- Tax planning at entity and individual levels for owners
- Audits, compilations, and reviews
- Fringe benefit reviews and benefit maximization for owners
- Group compensation models and result-driven compensation modeling
- Deferred compensation plans for key employees
- Strategic business planning
- Owner-occupied buildings – tax strategies and financial planning
- Exit strategy and retirement consulting
- Buy-sell agreement reviews
- Business valuation services
- Tax credits and incentives
- Multi-jurisdiction income tax reviews
- Personal financial planning services
- Estate planning for owners
We know from first-hand experience that professional services is the business of building long-term relationships. For us, that means we address your financial challenges with forward-thinking solutions.
Whether you want to retain key employees, take advantage of available fringes, or better understand how tax laws will impact your business, our Professional Services team
can help.
