Advisory Services

Our Advisory services are built directly from an understanding of what a small business WANTS and NEEDS in their tax planning. Our Advisory program is a custom plan designed for you and your business. We provide one-on-one coaching to ensure you have the right solutions in place. Your Advisory program will focus on three primary areas.

STEP 1:  Tax Efficiency Evaluation

Are you tax efficient? We evaluate the tax efficiency of your current business model.

From our evaluation we help you determine what other types of tax efficient tools and solutions you might benefit from. Our evaluation will include a “priority list” of these solutions which we offer as suggested next steps. We will provide you a formalized “game plan” for you to follow.

STEP 2:  Implementation

A great idea is not enough, it needs to be implemented!

Our Advisory Coaching program is designed to not only provide the solutions and tools you will need to become tax efficient, but we also provide the documentation and implementation of the tools necessary to ensure the best end result. We will walk you through each step of your game plan and be certain you know what is needed for execution.

We know what entrepreneurs need to spend their time on, that will be the focus we take with our Advisory Coaching. We want you to focus on profitability and let us handle the details.

STEP 3:  Review & Maintenance

The last step of our Advisory process is to review your plan on a regular basis. We know (and expect) things change as time goes on. Understanding this will mean your game plan may need to be altered or adjusted as your business changes. In addition, our current landscape of non-stop tax law changes will mean our tax review should be a high priority to stay on track.