Business planning overlaps with estate planning and tax planning. If you are just opening a business or thinking about it, you may not know where to start. We can help with the necessary paperwork to open a business. Do you need to incorporate, or become an LLC? Or can you be just a sole proprietor? And, what does all of this mean? We can unravel it for you, explain the different forms of business and suggest what would be best for you. We can then prepare any documents you need to operate your business.
Where do you start with the numbers side of the business? We can suggest accounting software and train you in its use. If you need bookkeeping assistance until you can do it yourself, we offer this service to you.
If you have been in business for some time, you may be wondering how you can grow your business and what resources are available. You may wonder how you can reduce your taxes or when the best time would be to purchase a piece of equipment. Business planning and tax planning go hand in hand and we can offer solutions to help you make the crucial decisions to expand and grow your business.
Our office is open during the pandemic for limited in person office appointments. Social distancing and masks are required in the office. The area is disinfected after each client. We are using UV light and micro-particle air filtration in the office, as well as, having the window open during meetings. Zoom meetings are available.