Business Advisory Services

Areas of Expertise:

✅ Advanced Business Tax          ✅ Advanced Personal Tax           ✅ Charitable Planning                ✅ Employee Retirement Plans                                              ✅ Executive Compensation Plans                                            ✅ Key Person Coverage Review

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Areas of Expertise:

✅ Business Financing Options Review

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Areas of Expertise:

✅ Business Health Costs Review                                                 ✅ Personal Health Coverage Review

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Areas of Expertise:

✅ Business Operational Costs Review

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Areas of Expertise:

✅ Advanced Business Tax Strategies Review

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Areas of Expertise:

✅ Advanced Business Tax Strategies Review

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Areas of Expertise:

✅ Business Strategy

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Areas of Expertise:

✅ BIZ Diagnostic Review                 ✅ Business Strategy

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Areas of Expertise:

✅ Business Exit Planning Review                                                ✅ Business Valuation

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 Areas of Expertise:

✅ Advanced Business Tax Strategies Review                                                                                                    ✅ Advanced Personal Tax  Strategies Review                                                                                                                 ✅ Business Exit Planning Review                                                                     ✅ Buy / Sell Agreements Review                                                                      ✅ Trust & Estate Planning Review

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Areas of Expertise:

✅ Cultural Change                         ✅ Leadership & Culture 

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Areas of Expertise:

✅ Business Operational Costs Review                     

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Areas of Expertise:

✅ Advanced Business Tax                                                                         Strategies Review                                                               ✅ Cost Segregation Review                   

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Areas of Expertise:

✅ Advanced Business Tax Strategy Review                                                   ✅ Business Operational Costs Review                   

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Areas of Expertise:

✅ Advanced Business Tax Strategies                                          ✅ Business Exit Planning Review  ✅ ESOP Review                

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Areas of Expertise:

✅ CFO and Bookkeeping Outsourcing                                    

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Areas of Expertise:

✅ Advanced Business Tax Strategies Review                            ✅ Advanced Personal Tax Strategies Review                   

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Areas of Expertise:

✅ Business Valuation                    ✅ Investment Review  ´                     ✅ Life Insurance Review                 ✅ Long Term Care Review             ✅ Retirement Review

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Areas of Expertise:

✅ Solving tax and accounting issues                                  

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Areas of Expertise:

✅ Merchant Processing (credit cards) Review                          

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