Entrepreneurial Services
We will partner with you during the lifetime of your company, whether managing the rapid growth stage, considering opportunities to exit the business, or investing in other opportunities. Our team will collaborate with you to consider planning opportunities for your business and identify the possible impacts to your shareholders, family, and personal financial goals. We will actively engage your team of advisors to plan for opportunities that may arise and to ensure a comprehensive approach to identify and mitigate tax exposure areas. Our team offers the following services:
- Income Tax Planning & Compliance
- Gift Planning & Compliance
- Trust and Estate Tax Planning & Compliance
- Income Tax Planning
- Business Succession
- Business Income Tax Projections
- Compensation Plan Development
- Tax Distribution Cashflow Forecasting
- Life Event Planning
- Charitable Giving
- Other Business Services
