SERVICES FOR STARTUPS
Business Startup
Your accountant will help guide you to avoid any pitfalls that many new small businesses make when starting a new business. Preparations on methodical business planning to clarify mangement, marketing, and financial planning will be provided to develop a successful start for your business.
Trust & Estate Planning
An evaluation on trust, estate assets, and tax implications will help in providing guidance to maximize retention of the assets. A wide range of financial instruments are available to assist in making decisions to suitably execute the trust’s investment policy. In conformity with tax laws, your accountant will give guidance in determining whether law changes will necessitate changes to your trust.
Personal & Group Insurance
Your accountant will work with you to have a comprehensive plan to protect against liability of risks and objectives in areas of your personal life or business, health, disability and even long-term care insurance as needed. A wide range of suitable insurance policies are available for each individual or business.
Forming Entities: C Corps, S Corps, LLC's, Partnerships, Non-Profit Organizations, Trusts & Estates
Advice from your accountant will be available to help make important decisions in establishing the correct business structure in the United States. The establishment of your business will have great impact on taxes and operating flexibility. Your accountant will work with you to determine the vital decisions according to your specific circumstances.
Invoice & Bill Payment Services
Management Service for Accounts Receivables & Accounts Payables is available to help properly organize and monitor the cash flow of your business.
Financial Planning
Financial Planning service is available to address your whole financial architecture. A comprehensive plan will assist to develop and maintain wealth and execute your financial goals. Current tax laws and other financial disciplines are applied to establish your unique plan. Monitoring your progress and making revisions over time will make certain in you staying on course.