Social Security Consulting

Do you know the right time to sign up for Social Security? Making the wrong choices over the next few years can greatly reduce your ability to enjoy what are supposed to be the golden years of retirement. Congressional changes occurring or upcoming include dramatic changes to the income tax aspects of the Social Security/Medicare system. We can help our clients make financial changes in their lives to still have some gold in the pot at the end of the rainbow. The wrong decision can cost your family tens of thousands of dollars of Social Security benefits.

Business Entity Selection

Choosing how your business is taxed could be the most important decision you make (e.g. C or S corporation, sole proprietor, partnership, limited liability company…) It is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. While this service is not “cheap”, we have had client save $20,000, $30,000 and more per year by being properly structured and having the best benefits package for their situation and entity.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.