Consulting

It helps to have someone you can trust.

 
  • We offer a variety of products in our consulting area.  Including the wealth transfer products Estate Tax Returns, Gift Tax Returns, and Estate Planning.  We offer Entity Services, which include the Formation, Purchase, Operation, Restructure, Merging, Sale, and Closing of entities.  We offer a turn-key incorporation package.  The standard incorporation package is priced at $850.00.  Other products include assistance with entity selection, making an S-election, obtaining all required tax identification numbers, and obtaining tax exempt status.
  • Our Information Systems area includes the products QuickBooks Set-Up Consultation, QuickBooks Support, and Accounting Systems Evaluation and/or Planning.