Business Services

Tax Planning and Compliance

We have experience in complex business tax matters, including federal and state income tax returns, multi-state and nexus issues, and sales and payroll tax matters.

Business Acquisitions and Sales

We have helped many prospective business owners select and purchase a business suitable for their lifestyle, including assistance with a business plan, due diligence and purchase price allocation. We have also assisted existing business owners with the sale of their business, structuring the sale to maximize financial returns and minimize taxes.

Management Advisory Services

There are many ways we assist our business clients, including setup and choice of entity, securing financing with lenders, assisting with design and implementation of retirement plans, and monitoring financial performance. We can also refer you to quality service providers, including payroll services and retirement plan third party administrators.

Accounting Systems

We assist businesses in designing and implementing computerized accounting systems using QuickBooks and Peachtree accounting software.