Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We will provide you the information you need to properly evaluate the pros and cons of each entity type enabling you to make the right decision for your company

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) may provide significant tax advantages for closely held businesses and self-employed individuals. Our staff can assist you in evaluating the options to best serve the retirement needs of you and your employees.