Tax Consulting

When starting with a new client, the first thing we do is look back to identify missed tax opportunities, and then we do what we can to recover those losses.  We then look forward to determine how to get a better tax result for the future.  That may mean changing the form of organization or reviewing the owners' compensation strategies.

Some of the areas we examine include:
  • Employee benefits
  • Retirement plans
  • Management/owner pay strategies
The key to this proactive approach to reducing tax is to establish regular communication, so that we're aware of problems and questions as they come up, not implementing damage control after the fact.