Customized services proprietary to your needs.
We help you obtain an overall strategy, put it in place, and keep it maintained. We customize your ongoing maintenance needs in a comprehensive format, and package services to bring savings to you.
- Business Advising/Planning
- Best Practices
- Income Strategies
- Tax Efficiency Analysis
- Succession Planning
- Fringe Benefit Planning
- Tax Preparations
Continued Support Services included in customized package(s)
- Business and Personal Tax Returns
- Tax Meeting
- Quarterly Accounting
- Unlimited phone calls and support