Proactive planning first.

Empowering you to make smarter business decisions today.

Tax & Business Advisory

Our first goal is to identify your goals and pain points. Then, we teach you about tax savings and accounting best practices. We work all of these into a strategy unique to you and your business. This strategy will guide all decisions we make together. We keep it updated with our approach to planning that includes keeping our eye on tax changes and relevant industry data. We are always looking for ways to improve your plan and stand ready to make adjustments as your goals and pain points change.

Tax & Business Advisory Services

• Entity Structure Planning
• Business Income Strategies
• Business Operations and Documentation
• Accounting System Configuration
• Cashflow Planning
• Company Fringe Benefits
• Education Savings Plans and Income Shifting​
• Independent Contractor Management & Reporting
• Rental Property Operations

Tax & Accounting Maintenance

Once we have helped you implement your tax and accounting strategies, we go into proactive maintenance mode. We work with you to identify an ongoing relationship that ensures you have the right tools and resources at your fingertips to run a healthy business and make educated financial decisions. We continually monitor and find all the changes that affect you and help you prepare yourself and your business. Because our maintenance plan starts with your goals, they form the basis of the ongoing tax and accounting services you need. 

Tax & Accounting Services

• Monitor Current-Year Tax Plan
• Multi-Year Tax Projections
• Up-To-Date Accounting Records
• Business Tax Preparation
• Personal Tax Preparation
• Payroll Processing and Tax Reporting
• Phone Calls
• Meetings​
• Accounting Software Assistance