CONSULTATION

 

Business Management

 

  • Start-up and Choice of Entity

  • Federal and Multi-state Tax Planning

  • Cash Flow Management

  • Break-even Analysis

 

QuickBooks

 

  • System Setup or Evaluation

  • Training and Troubleshooting

 

Estate Planning

 

  • Business Succession

  • Tax Minimization

  • Charitable Giving

  • Use of Trusts for Administration