Consulting Services

As much as you would like, not everything fits neatly into your plans. So we provide a full range of consulting services to address those “out of the box” needs. What you don’t know CAN hurt you. When buying or selling your business or an investment, looking at financing your children’s education, not sure why or how to improve your business thru the use of key performance indicators (KPI’s), considering various retirement plans and don’t know how to evaluate or arrange it in the most tax advantaged way, or you are facing an IRS examination or other tax authority confrontation or notice—it may be time to seek out some good counsel, advice and information.