Value Proposition

Executive Fringe Benefits

We can help design medical reimbursement plans, employee benefits such as ESOPs, educational assistance programs, 401ks, family assistance, etc. We help you use more of the business resources to provide benefits to you, your family and your staff.

Retirement and Estate Planning

We will coordinate with your financial advisor and estate attorney to ensure a comprehensive strategy is being implemented. Far too often, financial advisors and attorneys do not fully understand the long-term ramifications of today’s decisions from the combined wealth building and tax saving perspective.

Exit Strategies, Business Valuation

Businesses are easy to start yet hard to end. Do you need a death, divorce or incapacitation clause with your partners? How do you sell internally? When do you sell? Continuity is important for business owners’ long-term wealth building and preservation.

Income Modeling, Estimated Payments, Planning

We will model different income scenarios based on possible tax moves, retirement planning, projected business profits and your yearly goals. This also includes modifying estimated tax payments to help with budgeting. We create mock tax returns throughout the year for review.

Audit Guidance, Representation

We stand by you, and vigorously defend your position during all audits and representations. Our staff has long professional relationships with local IRS and state revenue agents. Being able to resolve issues and discrepancies quickly is a superior benefit to you.