We measure our success by the successes achieved by our clients. Let us put our expertise to work for you. We understand what it takes to cultivate a prosperous business and develop practical solutions that yield profitability and growth. Our comprehensive, flexible strategies will address the issues affecting your business and deliver the necessary tools, leadership, and financial acumen to help you realize your objectives. We will work closely with you to ensure your needs are met—providing expert guidance you can trust.
Our assistance in business valuations has been invaluable to many of our clients during the buying or selling of their businesses, and many other situations. We understand that determining and understanding the true value of your business is critical. Our firm provides business valuation services including insightful market analysis and a comprehensive review of the financial standing of your company.
Business valuation must take into account many internal and external factors. Our team of financial professional are experienced in the thorough identification and review of these factors and are committed to delivering an accurate valuation that will help you make well-informed decisions.
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
Mutual funds: Handle with care at year end
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips.
Avoid surprise capital gains
Unlike with stocks, you can’t avoid capital gains on mutual...
It’s not too late: You can still set up a retirement plan for 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider doing so this year. There’s still time to set one up and make contributions that will be deductible on your 2018...
Time for NQDC plan deferral elections
If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan. As the name suggests, NQDC plans pay employees in the future for services currently performed. The plans allow deferral of the income tax associated with the compensation.