“Someone’s sitting in the shade today because someone planted a tree long ago.”
-Warren Buffett

Yes, we are well known for our tax and assurance services because we’ve been doing that for over 50 years! However, we have a full arsenal of services to help you grow your business for yourself as well as your stakeholders. We strive to be your first-choice business advisor to help you meet your financial goals.

As your business advisor, we work year-round to help you through any issues that might arise. We will help keep you focused and informed as we work together for the best solutions.

A few of our consulting services:

  • Succession & Exit planning – We prepare you and your business for the next phase in life and maximizing your return. We help you know the worth of your business and help you make any changes necessary to minimize any tax burden.
  • Strategic planning – We help you create a vision for the future by reviewing your strengths, weaknesses, opportunities and threats.
  • Business Entity Selection – Starting your own business is a big step and choosing the correct entity type is critical and can have long term tax implications.
  • IT Consulting – We review internal controls and industry regulations in this ever-changing technology landscape. Our team is led by a former FDIC examiner and chief technology officer.
  • Financial, Accounting and Tax – Our experts are trained to assist you with all types of business and personal planning. We tailor our work to your specific needs.
  • Mergers & Acquisitions – M&A can be part of a company’s overall strategic plan to leverage their competitive position or, in some cases, shrink the nature of their business. We assist clients in the consolidation of companies or assets.
Our success is directly linked to that of our clients

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