Consulting Services

Individuals

Preparing for each stage of your life can be challenging. Whether you are thinking of changing jobs or planning for your child’s education, we can help you each step of the way. Some of the questions we can help you answer include:

 Should I assume a contractor role or look for a salaried job?

 What expenses can I deduct as a contractor?

 What benefits should I take from my current job?

 If I decide to work in a different state or a different country, how would this affect my finances?

 What are the best ways to save money to purchase a house or to pay for my child’s future expenses?

 If I choose to start a small business, should I operate as a sole proprietorship or form a corporation/partnership?

 

Businesses

Do you have a great idea/product and want to start your own business? Are you aware of all of your financial obligations to the government and everyone else involved in your project? Don’t worry, we can assist you every step of the way, from business formation to everyday operations, to insure you spend more time worrying about growing your business instead of trying to get it off the ground. Some of the questions we can help you answer include:

 Should I be a C-Corporation, an S-Corporation, or a Limited Liability Company and what does this mean for me?

 What forms and applications will I need to file for my company?

 What kind of insurance should I carry?

 Should I purchase or lease equipment?

 What are my tax/financial obligations and when are these due?

 



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