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Management Advisory

Our professional management advisory services include:


Tax and Retirement Planning

Retirement planning flows naturally from the wellspring of tax services. CPAs are able to deal with the one certainty of the U.S. tax system: constant change. The volatility of state and federal income tax rates, capital gains tax rates, and allowable credits and deductions has grown in recent years, and rapid change remains likely.

Our aim is to help you reach your financial goals and maintain financial independence. We have the experience to guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning.

Tax Projections and Forecasts

Forecasting and projections are imperative to your success, allowing you to gain an understanding of your business and estimate the potential outcomes of important decisions. We combine expertise and experience with an acquired understanding of your business and personal situation to help you produce valuable projections that can assist you in making those key decisions.

Debt and Finance Advising

Whether your needs are business or personal, we can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid with optimal tax benefits.

Cash Flow and Budgeting Analysis

Both individuals and businesses must have control of cash flow to be successful. Poor cash flow management can obstruct success, while good cash management can improve liquidity, reduce expenses and increase wealth. We are proficient at developing numerous cash flow scenarios. Factoring in such variables as receivables, payables, inventory turn-over and capitalization, we can help you utilize this information to make important business decisions such as purchasing new equipment, adding new products, or increasing your staff.

We believe that assisting you to maximize your cash flow and project future cash needs will go a long way toward ensuring financial health.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs. Whether you're buying, selling, or considering a potential merger, our competent staff can provide professional expertise to help you successfully structure the deal. We employ careful analysis and due diligence to determine if an asking price is fair, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.

Expanding or contracting your business is a huge undertaking. With our invaluable tax advice, you can make the right business decisions for optimum success.

Employee Benefits, Pension and Profit Sharing Plans

Employee benefit plans have their own set of complex laws and regulations with increased enforcement by the Department of Labor in recent years. We understand the evolving financial, management and compliance issues facing clients today and are adept at keeping our clients current on the accounting and regulatory changes that can potentially impact their business plans and operations.

Business Succession Planning

For businesses, successful planning can maintain a smooth succession of ownership. Our services include assisting individuals and businesses in developing and executing successful estate and succession plans for transferring your assets. We strive to ensure that your wishes will be followed and that your business will not be depleted by taxes during the transition.


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